Asia Pacific’s energy transition conundrum – is net zero possible?

• 10 八月 2021

The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.

Putting coal mine emissions under the microscope

• 29 四月 2021

Coal producers are feeling the weight of public scrutiny and investor pressure as increasingly stringent carbon emission policies threaten future demand. A price on carbon – a key policy for emissions reduction – could also transform industry costs and prices.

India in crisis

• 06 五月 2021

Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.

Mining risk: will fortune favour the brave?

• 04 五月 2021

The mining industry seems to be reticent about investing sufficient capital to develop future supply at the pace and scale demanded by the energy transition. Is time for a re-evaluation of risk and risk mitigation strategies?

Why COP26 was a success, albeit a qualified one

• 16 十一月 2021

We estimate that if all pledges made at COP26 are actioned, the world could reach a 2 °C pathway, although we would still fall short of 1.5 °C.

Are mined commodity markets being viewed down the wrong end of the telescope?

• 19 十月 2021

Strong demand and talk of a supercycle have sent prices for most mined commodities shooting for the stars, but can their dramatic upward trajectory be sustained? According to Julian Kettle, Senior Vice President, Metals and Mining, it’s unlikely to be a smooth journey.

China, coal and the big crunch

• 07 十月 2021

The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.

What COP26 means for energy and natural resources

• 01 十二月 2021

Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?

Can metals and mining keep the 1.5 degree dream alive?

• 20 十二月 2021

Reviewing COP26: phase down coal, challenges for the EV supply chain, the impact of halting deforestation and if Paris-aligned financing helps metals & mining.

Predictions for 2022

• 17 十二月 2021

2022 could see rising carbon prices, greater distributed solar capacity, tighter supply chains for renewable energy and a double-digit market share for EVs.

Green steel – will Sweden be the trailblazer?

• 21 十二月 2021

Combining our expertise in power and renewables, hydrogen and metals and mining to analyse Swedish green steel ventures and their potential for the industry.

Horizons podcast: The Big Ban

• 30 六月 2022

Regular host Dr. Liz Dennett is joined by Derek Brower, US Energy Editor at the Financial Times, Massimo Di-Odoardo and Ann-Louise Hittle.

How Russia’s war with Ukraine is changing the metals and mining trade

• 26 四月 2022

Our Russia/Ukraine weekly briefing explores what the conflict means for the global economy and natural resources sectors. This week, we focus on Russia’s mined commodity exports

‘Dynamic clearing’ turns China’s economic indicators to red

• 29 四月 2022

China’s relentless battle against Covid-19 continues, with the country’s ‘dynamic clearing’ policy requiring all local governments to implement strict containment measures as soon as local cases climb into double figures.

Ukraine: webinar on the impact for commodities and countries

• 11 三月 2022

In our rapid response webinar, our experts discussed the impact the crisis in Ukraine is having on global commodities.

How worried should Asia be about conflict in Ukraine?

• 17 二月 2022

Combined with existing market tightness, concerns over disruption to Russian energy supplies in the event of conflict in Ukraine have pushed spot prices towards record levels. Across virtually all energy and natural resources, backwardation is back with a bang.

Voluntary carbon markets: here to stay?

• 08 二月 2022

What are carbon offsets, and how do they support the energy transition? Exploring the role of carbon markets in the net zero journeys of energy-intensive companies.

Indonesia’s G20 presidency and the ‘lighthouse deliverable’

• 21 十月 2022

Can the hosts make good on their accelerated energy transition goal?

Emissions Benchmarking Tool

The Emissions Benchmarking Tool provides transparency at the asset and corporate level for Upstream, Downstream and Metals & Mining.

Webinar | Delivering CCUS potential in APAC: Policy efficacy and ecosystem dynamics

• 24 四月 2024

Join us at our webinar in partnership with the Asia CCUS network where we discuss CCUS policy efficacy and ecosystem dynamics in APAC.

The nuclear option: making new nuclear power viable in the energy transition

• 18 五月 2023

The future will run on electricity, yet the world is struggling to decarbonise its power supply and meet demand. The 2022 energy crisis has put energy security and reliability front of mind for governments and underscored the need to press ahead with the development of alternative energy sources.

Horizons Live: The Big Ban

• 30 六月 2022

Watch on demand as we answer your questions about the consequences of the Ukraine war on commodities, and how governments, companies and investors must respond as the outlook for energy is transformed.

Champagne supercycle: taking the fizz out of the commodity boom

• 15 七月 2021

Another supercycle is coming. Anticipation of future demand growth has generated palpable excitement, driving commodity prices to post-pandemic highs.

ESG For Energy & Natural Resources

• 02 十一月 2020

Defining and demonstrating ESG best practice has become a strategic imperative for the energy and mining sectors – and one of the most complex challenges.

Webinar | What is the future for US coal markets under Trump vs Biden?

• 14 十月 2020

Americans go to the polls on 3 November to make their choice for the next president as well as other political offices within the country. In 2016, then-Republican candidate Trump promised to stop the “war on coal” which was a message well received by US coal producers. However, after President Trump’s first term, what policy changes has he made and how have coal markets fared under his watch?

Is Japan ready to tackle its coal problem?

• 08 七月 2020

Does LNG stand to benefit? What would it mean for Japan’s emissions?

How has Covid-19 changed the metals and mining outlook?

• 22 七月 2020

Tracking the impact of the coronavirus pandemic on metals, bulk commodities and battery raw materials.

How decarbonisation will drive mining supply-side adjustments

• 09 十一月 2020

Governments, consumers and producers will push and pull metals and mining to reduce emissions – and it's going to mean big adjustments for the supply side.

A Biden administration: implications for the energy industry

• 09 十一月 2020

The energy sector faces a very different future under President-elect Biden. What are the implications for the oil market? How will key US geopolitical relationships change? And can a Biden administration push through its climate change goals?

Metals and mining: predictions for 2025

• 16 一月 2025

In a year of potentially momentous change for metals & mining what are the key themes for different commodities? Predictions and analysis for aluminium, copper, lithium, rare earths, graphite, steel, nickel, coal, zinc and more.