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Understand how transformative technologies shape power markets and evaluate potential opportunities with our detailed renewable energy reports and analysis.

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Commodity Market Report

Wood Mackenzie’s gas prices forecast – used as a primary input in our Base Case - shows Henry Hub prices to remain close to US$2.99/mmbtu until 203...

Insight

Oversupply in the LNG market will not last forever as Asian gas demand continues to grow strongly. But the development of new LNG supply is being c...

Insight

The American Transportation Infrastructure Act of 2019 (ATIA) advanced through the Senate Committee on Environment and Public Works via a 27-0 bi-p...

Commodity Market Report

Wind output proved volatile during the month of May as generators averaged approximately 20% utilization on May 4th and May 31st. Punctuating this ...

Insight

What is the future of Lithium-ion battery – Where is the demand growth coming from, EVs or storage deployment. What are the cost trends and how are...

Insight

In 2017, the Chinese government set targets to replace the use of coal for winter heating in the north of the country. Gas used to sit at the very ...

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