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Cooling demand remained steady, but gas lost ground to coal and renewables as prices rose.
Understanding the interconnection queues to North American power grids
Company deployments, unique offtakers and utility and market programs monetized grew over 33% YoY in North America
A deep dive into the interconnection queue and new resource behaviour in ERCOT exposes potential trading opportunities
Rapid growth in these often-massive facilities is having a major impact on the evolving US and global tech and energy landscape
Which companies and areas are best positioned to capitalise on a structural shift in US gas demand?
How advanced analytics and real-time forecasting reveal the next phase of US grid transformation from Texas to California
The US data center pipeline added 45 GW in Q3, as developers increasingly seek to bypass utilities by chasing natural gas supply
Our experts outline the latest developments in upstream.
Concentrated demand from data centres is amplifying price and basis risk, while demand growth from both large loads and LNG will lead to structurally higher prices
Interregional transmission, battery storage growth and managing rising winter demand are key themes for these grid operators
Gulf of America (US Gulf of Mexico) deepwater production will set a record at almost 2.5 million boe/d in 2026, but this peak may prove fleeting.
Oil and gas diverge in Canada as pipeline constraints ease and policy clarity emerges.
Our experts' predictions for the year ahead
What is the oil market risk and will Big Oil want to invest in Venezuelan upstream opportunities?
In this partnered report with CohnReznick, we discuss how trade policy, tariffs and regulatory changes are reshaping renewable project economics - and why the energy transition continues despite unprecedented headwinds.
In this annual series our global experts draw on unique insight from Lens Gas & LNG to highlight the key themes we'll be watching closely – and offers our predictions of how they’ll play out.
Cumulative freeze-offs projected to exceed 120 bcf, ranking among the most impactful winter events in recent memory.
Forward curve remains subdued even as recent cold snap drives massive inventory withdrawals and production freeze-offs
New analysis from our Corporate Strategy and Analytics Service (CSAS).
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.
The vehicle industry’s shift towards cleaner technology is poised to throw a wrench in the oil market – but likely not for another decade. Demand growth from light vehicles and two-wheelers, a key sector which accounts for roughly 30% of the near 100 million b/d in global crude consumption, are expected to slow down over the next 10 years, and eventually begin to decline after 2030, with the rapid adoption of electric vehicles (EVs).
Chevron's planned $50 billion acquisition of Anadarko is much more than a Permian acreage play.
The Inflation Reduction Act has given a boost to key renewables segments, and their future is looking bright. Our solar and storage experts recap some of the biggest takeaways from RE+ 2023
Why are US electricity bills still climbing and what’s driving prices even higher in the years ahead?
“Drill baby drill” may not reflect reality for US E&Ps. But the rise of AI and LNG exports are creating attractive opportunities in US gas
New national policies are needed to expand power investment.
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