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The world will have 5.7 TWdc of solar by 2033, largely driven by China
What are the big themes and challenges to look for as the iron and steel value chain decarbonises?
Our recent report explores Anglo American’s rejection of BHP's revised bid and analyses the potential combination of BHP and Anglo American – including valuation, strategic rationale and synergies
Global climate policy has shifted significantly in recent months.
A range of technologies are aimed at decarbonising the sector – we assess their real-world potential
In recent years, demand has driven an interest in renewable natural gas (RNG), also known as biomethane. The process begins with the collection of biogas from different types of feedstock and converting this into biomethane.
Direct lithium extraction (DLE) offers a faster, more efficient, and environmentally promising alternative to traditional methods but faces cost, scalability and its own environmental hurdles before becoming a major player in the growing lithium market.
AI data centres drive new gas power opportunities as ERCOT case study reveals strong margin despite construction economics favouring M&A over new builds.
From tax to transparency, fiscal choices are reshaping the global race for lithium and energy dominance.
The heady optimism of past years has fizzled out, replaced by a more level-headed pragmatism which acknowledges the challenges facing this nascent industry, but also the undeniable importance of low-carbon hydrogen as a tool for decarbonisation
The floater market has been a bull one the last few years, and rig rates are at decade highs, but the market is showing signs of cooling as operators show capital discipline and appetites for risky projects diminish
Equinor and Shell are to combine their UK offshore oil and gas assets in a new incorporated joint venture, owned 50/50. The deal will create the biggest producer on the UKCS. We delve into this topic in a recent video, fill out the form to access this full analysis.
Geothermal energy is gaining momentum - driven by new tech, major investments and big tech partnerships. Is it the next big player in renewables?
We use Lens Metals & Mining to take you through our aluminium supply outlook
Discover why rising CapEx, copper-led growth and shifting strategies are reshaping the future of the mining industry.
At our recent Future Facing Commodities event, we explored how a looming supply glut can be addressed.
E-methane is emerging as a drop-in, low-carbon alternative to natural gas, promising seamless integration with existing infrastructure - if it can overcome steep production costs and scalability hurdles
Lower LNG flows collide with already soft seasonal fundamentals.
Global gas-fired power faces both opportunities and challenges through 2040, as manufacturing constraints, rising costs and regional dynamics shape the sector's outlook.
Catch up on the key insights and discussions you missed at the 2025 event.
Gulf Coast region development shapes the future of the broader US gas market.
As oil and gas exploration and production (E&P) companies push to meet demand through new discoveries and extended field life, analogue analysis remains critical.
Utility commitments to large loads reveal new clarity on where and when data centre capacity will emerge
In a world being redefined by powerful macro forces, how can the metals and mining sector adapt?
I’m just back from Tokyo and a key theme for many Japanese energy companies continues to be future investment in E&P and whether long-term growth in oil and gas demand will materialise given the pace of energy transition.
The US is sometimes thought to be immune to the impact of a steep rise in crude prices, because of the strength of its oil industry. But that view is an oversimplification. How might US E&Ps respond to disruption to global oil supplies?
A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.
Pressure from stakeholders is pushing oil and gas companies to improve their environmental performance, driving industry consolidation
Like E&Ps, oilfield services companies are prioritising cash generation and distributions to shareholders. It could be a constraint on the industry's growth.
Rise in emissions in 2022 likely to be short-lived, but the long-term trend is for only gradual decline.
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