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How surging AI, manufacturing and crypto demands could impact US power markets
China’s booming EV industry, AI and clean energy, questions over hydrogen, and the other big stories from 2024
Battery raw materials could face supply crunch by mid-2020s. What does the long-term outlook for battery raw materials mean for electric vehicle penetration, the metals supply chain and those who invest in it?
APAC Energy Buzz is a monthly blog by our Asia Pacific Vice Chair, Gavin Thompson. In his blog, Gavin shares the sights and sounds of what’s trending in the region and what’s weighing on business leaders’ minds.
As several onshore wind markets in Eastern European recently began to lose steam, investors and wind turbine manufacturers turned their attention to Russia.
Tesla has introduced a standardized approach to solar sales, but the approach is a gamble for the company and solar customers
The European Majors’ energy transition strategies continue to accelerate, with increasingly ambitious (and competitive) carbon reduction targets and New Energy portfolios. Meanwhile, the transatlantic divide with the US Majors is becoming deeper, with little sign yet that the US oil majors will follow their European peers’ corporate transformations.
The move is the first publicly confirmed (near) net-zero goal by an Asian national oil company, a recognition by one of the world’s largest producers that it must address carbon emissions and adapt to the energy transition.
Joe Biden is clear that he would not try to ban hydraulic fracturing. But a row over it highlights the challenge facing his energy strategy
We hosted the CEOs of PETRONAS, Santos and Medco, the chairman of Indian Oil Corporation, and many other senior executives from a range of leading oil and gas companies, utilities and banks over two days at our APAC Energy & Commodities Summit last month.
A strong rise in prices in Asia and record US exports show how demand for LNG is bouncing back. Other markets are set to follow
Power purchase agreements are attractive for investors entering the renewable energy space, but the market is still relatively small. We take a look at key market trends.
Asia Pacific is the engine room for global power and renewables growth. Has coronavirus put the brakes on, or is APAC still on course to outpace demand in all other regions combined in the next 20 years?
What if India’s growth matched China’s 2000's boom? Explore the global energy ripple effects in this month’s Horizons Live.
Soaring solar and storage bring in the Lunar New Year of the Snake.
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
Energy transition progress slows in our latest update – but uncertainty around pace and duration pushes the Middle East to prioritise resiliency.
The UK has a renewed focus on accelerating its energy transition and bold plans to create a clean energy superpower. But net zero by 2050 is not yet on course.
In 2024, tangible opportunities, record-level tenders and strategic shifts in the supply chain set the stage for a rebound from the challenges faced in the previous year
Low-carbon projects and policies progress, but face energy security and price stability concerns.
European power and renewables markets enter 2024 with relative stability compared to last year, although challenges arise in transitioning to emissions-free renewables.
Asia Pacific markets powered ahead in 2023, with strong overall demand growth and enormous investments in the power and renewables sector. We explore whether this growth will continue in 2024, or whether there are some fundamental changes underway.
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.
Ambitious European net zero targets, cutting dependency on Russian fossil fuel, regulatory change and growing investor confidence will unlock 42 GW of vital energy storage capacity.
This year will be one of contradictions in European power and renewables markets.
Record offshore wind tenders, surge in storage demand, a floating solar expansion, solar tariffs and more.
On the podcast today, we look at the possible pathways to growth for the Chinese economy, and the impact of its reopening on energy supply, markets and prices.
Key trends to watch out for including the impact of the residential solar slowdown on customer acquisition costs, growth in emerging commercial and community solar markets, adaptation to net metering successor tariffs and more.
The energy transition pace varies across the Americas – what would it take to get the whole region onto a net zero pathway?
Europe’s flagship energy transition targets are not on track and delays in decarbonising end-use sectors look set to push net zero out beyond 2060.
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