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Explore the themes shaping the energy transition with our monthly thought leadership.
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We use Lens Power to assess the feasibility of this ambitious target.
Denmark, Finland, Norway and Sweden are leading the way on renewables integration. So, how is the Nordic power mix evolving and what will that mean for power prices in the region?
Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.
With COP26 rapidly approaching, China’s special envoy on climate change, Xie Zhenhua, recently announced that Beijing would release more details of its climate strategy “very soon”. The clock is ticking.
Latin America will install 11.3 GWdc of solar PV capacity in 2021 for a total of 71.9 GWdc by 2026, driven by commercial and industrial clients in the free market (mainly in Brazil and Chile), as auctions take a less meaningful role for procurement.
The outcomes of COP26 will be a reality check for gas, providing clarity about a key question for the industry: does the world acknowledge the role of gas as a transition fuel?
US solar prices are on the rise. Our quarterly US Solar Market Insight, created in collaboration with the SEIA, explores the latest developments and the industry response.
With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.
Nearly 10,000 wind turbine major components will need replacements or repairs this decade, with the vast majority of this O&M activity focused in Europe.
In this latest podcast episode from Wood Mackenzie and CohnReznick, we look at the mega trends for clean energy in the corporate world
The major mining houses are awash with cash and rewarding shareholders with eye-wateringly high dividends. Is this setting up the industry to be unable to deliver an accelerated energy transition?
Opposing dynamics – from escalating supply chain constraints to the Build Back Better (BBB) Act – could drive the biggest fluctuations in near-term US solar capacity since 2016.
Join our inaugural episode of The Interchange Recharged as a space to learn about the technology which underlines the energy transition.
The electric grid is a central pillar of a zero-carbon economy. But in an era of unrelenting ...
Carbon capture has long been criticized as too nascent, too expensive, and too distracting. I...
Ride sharing has swept transportation systems over the last decade – bringing convenience, bu...
After 100+ years of delivering reliable energy, savvy utility leaders are re-positioning their organizations to remain a foundational piece of the energy landscape for the next 100 years.
Exploring the barriers standing in the way of mass EV adoption, tech and policy breakthroughs and how manufacturers could increase their share of the market.
Cost reductions for low-carbon hydrogen are critical to enable a swift energy transition.
The supply imbalance for critical battery materials is the greatest challenge to transport electrification. Li-ion recycling will have only a limited impact to 2030.
Big Oil is determined to show it’s part of the solution for climate change. How much has investment in new energy ramped up, where do CCS and hydrogen fit in, and when will spend on low carbon catch up with oil and gas?
The biggest win at COP26 was Article 6. So, how will the Glasgow Climate Pact change carbon markets? How will carbon offsets interact with carbon pricing regimes in future? And how high could carbon prices go?
David joins Rebecca Ciez to discuss the US' need for additional solar storage, and the batteries for it: the materials, technology and supply chain.
Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?
Eni is growing its level of investment in UK Dogger Bank, the world’s largest offshore wind farm, currently under construction. We discuss Eni's growth strategy in offshore wind using Lens Power Valuations.
US deepwater output will rise to a record high in 2022. What you need to know: The Biden administration aims to build a better grid, the electricity cost outlook in the Asia Pacific region and Burning Man versus geothermal.
There’s no shortage of ambition or growth potential in the power and renewables sector. But while energy transition momentum builds, near-term risks have also risen.
Low-carbon ammonia is emerging as a carrier of choice for hydrogen exports, but it’s not without its challenges.
Given the right market and policy environment, green hydrogen has potential as a key driver for the net zero goals of many nations who participated in COP26.
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