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Wind: predictions for 2025
- 27 January 2025
Analysis of the key themes to watch for offshore and onshore wind globally, including the impact of Trump's re-election, Chinese OEM ambitions, tender volumes, supply chain issues, technological innovation, government targets, competition, M&A, costs and risks.
Opinion
eBook | Understanding the metals and mining landscape in 2025
- 21 February 2025
An integrated perspective for investors and financiers
Opinion
Reduced flow on several US-bound Canadian pipelines following introduction of tariffs
- 05 March 2025
On 4 March, the United States imposed 25% tariffs on imports from Canada and Mexico. A 10% exception was given to energy imports from Canada – including oil and gas – highlighting the imperative co-dependency between Canadian producers and US refiners.
Opinion
5 key ways to decarbonise cement production
- 06 March 2025
We recently published a report exploring the factors set to drive and limit carbon capture, utilisation and storage (CCUS) deployment as a means of decarbonising global cement production. Fill out the form to access a series of key insights from this report, or read on for an introduction.
Opinion
Shining a light on the “coal versus LNG emissions” debate
- 12 March 2025
Is LNG really a cleaner alternative to coal? Explore the latest findings on lifecycle emissions and discover why US LNG could be a crucial player in global decarbonisation efforts.
Opinion
eBook | Navigate power market uncertainty with confidence: the essential guide to profitable energy investments
- 07 September 2025
How financial companies, utilities and developers are using Lens Power & Renewables to turn unprecedented demand growth and grid constraints into opportunities
Opinion
Power from the people: the state of the vehicle-to-everything (V2X) market
- 27 March 2025
V2X propositions – including vehicle-to-grid (V2G) – have faced barriers to commercialisation but 2025 should see major progress
Opinion
Global refinery closure outlook to 2035
- 31 March 2025
Which refineries are at risk of closure by 2035? Explore the key threats to global refining, from carbon costs to market shifts.
Opinion
Oil and refined products in 2025: a commodity trader’s guide
- 14 April 2025
In an energy hungry world beset by growing trade tensions and shifting energy policy, volatility creates opportunity for commodity traders who can stay one step ahead of market shifts. So, what are the opportunities and challenges set to shape crude and refined product markets as 2025 progresses?
Opinion
4 key carbon policy developments from Q1 2025
- 18 April 2025
Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.
Opinion
Optimism amidst despair: key takeaways from the 17th Lithium Supply and Battery Raw Materials Conference
- 04 July 2025
Industry maintains long-term confidence despite oversupply challenges, but Western players risk falling behind China's strategic investments.
Opinion
Evaluating infrastructure and optionality in Canadian hydrocarbon exports
- 01 May 2025
Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?
Partnered Content
What the data center boom means for grids
- 07 May 2025
In this first article of a two-part series, we discuss the increasing electricity demand due to the growth of data centers, particularly driven by artificial intelligence (AI) and cloud computing.
Partnered Content
Meeting the data center power challenge
- 07 May 2025
In the second article of this two-part series, we discuss how utilities and large-load customers can prepare for the increasing electricity demand driven by AI and data center growth. This includes investment in infrastructure and collaboration between utilities and data center operators.
Opinion
Aluminium at a crossroads: synchronising supply growth with decarbonisation
- 06 May 2025
Rising demand and the push for low-carbon production are reshaping the aluminium industry
Opinion
What’s next for copper?
- 06 May 2025
The impact of changing supply chains was a key theme for the red metal at our recent Future Facing Commodities Forum
Opinion
Where next for metals markets in 2025?
- 07 May 2025
Overcapacity, struggling prices, uncertain monetary settings, peaking demand growth and supply security concerns were all on the agenda at our recent Future Facing Commodities event
Opinion
Video | Tariff turmoil: how big a cost hit will US oil and gas operators take?
- 15 May 2025
In this exclusive video, we explore the impact of shifting tariff policies on costs, activity, and company behaviour across the U.S. Lower 48 and Gulf of Mexico.
Opinion
Nickel: looking for a route back to safety
- 21 May 2025
The outlook for the nickel market, particularly for use in batteries, is not as bullish as it once was - but demand is still buoyant in the Asia markets
Opinion
The strategic planning outlook for lithium | Video
- 23 May 2025
We use Lens Metals & Mining to take you through our strategic planning outlook for lithium.
Opinion
Global economic outlook: trade tensions bite
- 27 May 2025
Our forecasts for global GDP and industrial production have been revised down sharply in our latest macroeconomic outlook as the impact of trade tensions is felt across markets.
Opinion
Geothermal: the next North American goldrush?
- 29 May 2025
Next generation technology is opening up a new world of opportunities for this established energy resource
Partnered Content
US gas goes global
- 09 June 2025
Our new partnered report with CME Group explores why U.S. LNG pricing matters globally – and what it means for commodity traders around the world.
Opinion
Global upstream update: diverging development strategies in Latin America, investment at risk in Africa, and Kazakhstan supply tensions explained
- 17 June 2025
Our Global Upstream Update presents timely analysis of key industry topics from our regional experts situated around the world.
Opinion
Metals and mining tariff scenarios: potential impacts of new US tariffs on metals markets
- 16 June 2025
Analysing three potential trade scenarios and their potential impacts on global metals markets
Opinion
Five options to address the looming lithium surplus
- 23 September 2024
In part two of a series on the outlook for the lithium industry, we explore the paths available to rebalance market dynamics
Opinion
The impact of the Israel-Iran conflict escalation on the global energy market
- 24 June 2025
Events are moving quickly. In response to Saturday night’s developments, we hosted a webinar on Monday to explore the potential impact of a Strait of Hormuz closure on the global economy and the oil and natural gas value chains.
Opinion
Faked signals, real risks: AIS disruptions spread in the Gulf
- 23 June 2025
Electronic interference complicates maritime operations in the Strait of Hormuz and beyond
Opinion
2025 global power market outlook: divergent paths in a transforming energy landscape
- 02 July 2025
Our latest research, powered by the Lens Power & Renewables offering, shows regional contrasts emerge as demand surges, storage booms and policy uncertainty reshapes investment flows
Opinion
The 2026 global power market outlook: a complex environment
- 06 February 2026
How will global power markets evolve over the next decade and beyond?

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