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Power and Renewables reports
Impacts of rising commodity prices: Midwest power and renewables November 2021 STO
Power markets are surging in 2021 due to significantly stronger fuel prices. With natural gas prices expected near $5/mmbtu for the next few months...
Oil & Gas Majors' power sector investments a signpost for the utility of the future
As the energy transition takes hold and peak oil demand becomes a visible reality within the next 2 decades, the world’s largest oil and gas compan...
China power and renewable markets long-term outlook H2 2018
China’s power and renewables space never lacks dynamism. Year-to-date power demand growth until November posted a five-year high but future growth ...
Canada will pursue energy transition technologies regardless of election outcome
At the time of writing, Canada is facing an election that will impact the energy sector - this note provides a summary of our current thinking on C...
Towards green steel: will the US steel industry rise to the challenge?
The US steel industry has experienced a strong comeback from the pandemic with record highs in steel prices and demand. This steel boom comes in th...
Europe gas: what to look for in 2020
2020 will prove to be the most pivotal year yet for the European gas market as it wrestles with transit uncertainty against an increasingly oversup...
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