Conversation starters: five energy charts to get you talking

• 11 December 2025

In this month's edition we examine how the US-China rivalry is redrawing the global energy map: America has become the world's hydrocarbon superpower while China controls nearly 90% of refined rare earths. Through five compelling charts, we explore the US LNG turnaround, rare earth monopolies, the UK North Sea's fiscal crisis, Europe's petrochemical exodus east, and AI's power demand growing at 20% annually—revealing which nations will lead the next energy era.

Asset rich, energy poor: maximising Africa’s natural resources to transform the continent

• 20 November 2025

In this month's edition we examine Africa's energy paradox: despite abundant renewable potential, world-class hydrocarbons, and critical minerals, 600 million Africans still lack electricity. We explore how Africa can transform this challenge—maximising solar, wind, gas and mineral resources to deliver energy prosperity, create economic growth, and meet rising demand from 2.5 billion people by 2050.

Every last drop: using AI-powered analysis to find oil-field upside potential

• 18 September 2025

In this edition of Horizons, we discover how existing oil fields could yield 470-1,000 billion additional barrels using proven recovery technologies available today. Learn why this massive upside potential could meet global oil demand through 2050 and beyond at current prices.

The bridge: natural gas's crucial role as a transitional energy source

• 13 February 2025

In this Horizons, we take a strong position to advocate for the role of gas in the energy transition and highlight both the merits of gas use and the steps the industry must take to ensure its full potential is realised.​

No country for old fields: why high-impact oil and gas exploration is still needed

• 05 November 2024

In this Horizons, we make the case that exploration continues to add value, cut carbon intensity and lower the cost for end consumers.

Gridlock: the demand dilemma facing the US power industry

• 17 October 2024

This research piece addresses what will be the central theme of US power markets over the next couple of years and potentially beyond.

Securing copper supply: no China, no energy transition

• 15 August 2024

The world cannot decarbonise without major investment in copper. This Horizons highlights the scale of investment required in new copper mine supply, the implications for downstream processing and semi-manufacturing. China continues to dominate these sectors for copper.

Hitting the brakes: how the energy transition could decelerate in the US

• 16 May 2024

The US is facing a pivotal moment for its energy future. Depending on the results of the election, investment in the energy and natural resources sectors could play out in very different ways.

Conflicts of interest: the cost of investing in the energy transition in a high interest-rate era

• 18 April 2024

In this April edition of Horizons, we assess the cost of investing in the energy transition in a high-interest-rate era.

Over the rainbow: why understanding full value chain carbon intensity is trumping the colour of hydrogen

• 15 February 2024

Dive into the hydrogen rainbow & explore carbon emissions insights focusing on colour to project-level carbon intensity for companies crafting strategies.

Top of the charts: five low-carbon tech trends worth tracking

• 14 December 2023

In this December edition of Horizons, we chart five key trends on the road to a low-carbon world.

Mission invisible: tackling the oil and gas industry's methane challenge

• 15 November 2023

Discover how the oil & gas industry is taking on the challenge of methane emissions. Explore impacts and the path to a more sustainable future.

Metalmorphosis: how decarbonisation is transforming the iron and steel industry

• 19 October 2023

As the steel industry solves its carbon problem, we see a tectonic shift towards greener metallics like hydrogen-based DRI & scrap over hot metal.

Doing more with less: Is there enough upstream investment?

• 20 July 2023

Upstream development spend is barely half its 2014 peak, leading to the belief that the industry is underinvesting, and that a supply crunch is inevitable. But is that the reality?

Stick or twist: should gas resource holders target LNG exports or blue ammonia?

• 15 June 2023

As Europe moves away from Russian gas and Asia scrambles to reduce its dependency on coal, there has arguably never been a better time to invest in liquified natural gas (LNG).

The great reopening: what the end of China’s ’zero-Covid’ strategy means for global energy and natural resources.

• 23 March 2023

What the end of China's 'zero Covid' strategy means for global energy and natural resources

Scraping the barrel: is the world running out of high-quality oil and gas?

• 16 February 2023

The world won't run out of oil or gas anytime soon. But truly advantaged resources – with low break-even costs and low emissions – are anything but plentiful.

Boom time: what the Inflation Reduction Act means for US renewables manufacturers

• 19 January 2023

Without doubt, 2022 will be remembered as one of the most pivotal years in the history of power generation. It was the year that highlighted the folly of concentrated supply.

Silver linings playbook: five reasons to be cheerful

• 08 December 2022

Our analysts have identified five developments that suggest that, despite the setbacks of the past year, the world is laying the foundations for a decade or more of sustained opportunity that will deliver better outcomes for the reliability, affordability and sustainability of our energy and natural resources.

Bio-liquid gold: how biofuel circularity could unlock the energy transition

• 18 August 2022

There’s little doubt that liquid biofuels should play a crucial role in the energy transition. Bio-based diesel and aviation fuels from plant-based feedstock could emit 80% less carbon than the crude oil-based products that dominate today’s global market. The question is how to make it happen.

The big ban: global commodities in a post-Ukraine-war world

• 16 June 2022

War in Ukraine is transforming the outlook for the supply, demand and price of hydrocarbons and the pace and cost of the energy transition. Read more.

Utility 3.0: how Africa is remaking the grid

• 17 March 2022

The future of energy is electric. As the world lurches towards net zero amid unrelenting climate change, electricity networks will become even more critical to the modern economy.

Back to the future: the Horizons year in review

• 09 December 2021

We touched on a number of issues this year with our new thought-leadership series. Post-COP26, it's time to review the articles and put them in recent context.

One giant leap: President Biden's vision for repowering America

• 16 September 2021

Sixty years after President John F. Kennedy launched the programme that would put the first man on the moon, US President Joe Biden has set an equally challenging, transformative goal: achieving net zero emissions in the US power sector by 2035 and the broader economy by 2050.

Total eclipse: how falling costs will secure solar’s dominance in power

• 21 January 2021

Renewables are the proven zero-carbon technology where much of the capital funding the energy transition will be invested.

Fast and Furious: Europe's race to slash emissions by 2030

• 18 February 2021

Renewables are the proven zero-carbon technology where much of the capital funding the energy transition will be invested.

MAKE

MAKE provides global wind-power coverage with research, forecasts, data and a multifaceted view of the industry.

Metaxylene & Purified Isophthalic Acid Study

Assess the risks of tight supply and obtain insights on capacity and forecast demand for purified isophthalic acid (PIA) and metaxylene.

Cumene-Phenol

Optimise your commercial strategy with an integrated view of long-term market dynamics and strategic insights into the global cumene-phenol markets.

Paraxylene & PTA

Understand paraxylene (PX) and purified terephthalic acid (PTA) price and market conditions, and compete more effectively through in-depth analysis of PX, PTA, DMT and polyester production capacity.