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Explore the themes shaping the energy transition with our monthly thought leadership.
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With demand rocketing for precious minerals, to power EVs, batteries and solar panels, do we need to be exploring new frontiers to mine for more of them? This week we explore the geopolitical, economic and environmental impact of underwater mining.
Investor insights from recent discussions highlight shifting valuations in solar, challenges of domestic content requirements, cautious optimism in offshore wind and varying dynamics in energy storage and carbon capture economics.
The first Edge was published in December 2015. To mark the 300th edition, here are our top game-changers in energy markets over the last eight years.
Ed Crooks is joined by Dr Melissa Lott and Amy Harder to discuss doomerism and how it’s creeping into climate change conversations. Plus, the potential of carbon utilization and what it can mean for the energy sector.
We are joined by Michael Pinto from CleanWatts. Discover how community solar projects and AI are transforming our energy landscape. And what lessons they have learned in Europe that can be replicated in the US.
Market dynamics for electric vehicles and energy storage to 2050 will be complex
Our North America Power experts share what challenges and opportunities are arising since the passage of the IRA.
On this Interchange Recharged episode, we gain further insights into the financing of the energy transition from Serge Tismen, Managing Director and Global Head of Clean Energy Transition at Citi in New York.
Read our take on an apparent breakthrough for enhanced geothermal energy, India’s LNG agreements, Indonesia’s oil and gas production, and more on ExxonMobil’s acquisition of Denbury.
Ed Crooks is joined by Melissa Lott and Amy Myers-Jaffe, as they discuss the economic vision behind Bidenomics and how it aims to turn the climate crisis into an opportunity for job creation and cost reduction.
What are the key factors involved in deciding between PPA, BTA or self-build?
Technological progress holds real promise
Sharply weaker margins reflect stronger supply
Understanding lithium market nuances is vital to forecasting future demand, supply and pricing
Chemical recycling is one route to a more circular plastics economy, with increasing interest in leveraging pyrolysis technology to produce feedstocks.
Bipartisan agreement sets time limits for environmental reviews, but is seen as only “initial steps” towards more efficient permitting.
Join Ed Crooks, David Brown and Prakash Sharma as they discuss making new nuclear power viable in the energy transition.
The US takes a lead by incentivising equipment manufacturers.
The Energy Gang examines whether AI can help build a net-zero energy system
The transition to a circular economy is priority for the plastics value chain.
The complexities of construction and operation mean that hopes of low-cost nuclear power have often been disappointed. The industry now has a chance to break that cycle
Views from around the world of CCUS, including the UK's carbon storage bid round, CNOOC commissioning China’s first offshore project and ExxonMobil’s carbon offtake agreement with a Louisiana steel producer.
While there may not be a single silver decarbonisation bullet, there are emerging and significant opportunities in the mining and processing sectors to leave fossil fuels behind.
The upstream oil and gas industry continues the push to decarbonise production but faces increasing regulatory uncertainty
The lithium iron phosphate (LFP) cathode market will demonstrate a surplus until 2035 – but demand will eventually catch up.
Targets are gas and strengthening core positions
Eastern European, Middle East and African markets are at the forefront of green hydrogen development and Chinese export potential.
On this week’s Energy Gang we delve into the challenges and opportunities ahead for the upcoming climate talks at COP 28. The gang also look at grid stability which is a critical concern and the rising demand for long-duration battery storage solutions.
Our take on pure player EQT's latest sustainability report – and more energy news and views in brief.
Our experts tackle everything from lithium demand to the rare earth elements at risk of substitution, and from copper and aluminium competition to green hydrogen costs.
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