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Accelerate the move to clean energy with low-carbon intelligence connecting assets, markets, and companies.
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Understand the connections from feedstocks to end products and how each fits.
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The greatest depth and breadth of lithium market analysis available today
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Unmatched analysis of the entire cathode and precursor materials supply chain to help you make smarter, more informed decisions.
African nations see oil, gas and coal as the fast-track way to improve energy access. But there is uncertainty about future demand, ESG and net zero ambitions.
Solar panels requires silver, making production expensive. By switching to copper, SunDrive solar made headlines. Can the industry grow by driving costs down?
Dr. Liz Dennett joins special guests Gavin Thompson and Prakash Sharma to explore hydrogen's role in the future of the global energy trade.
Continental Resources has entered the Permian Basin by buying Pioneer Natural Resources’ Delaware Basin assets for US$3.25 billion in cash.
Constraints on delivering the metals for an accelerated energy transition exist at every level, from insufficient investment to a growing shortage of mining engineering graduates. Julian Kettle, Vice Chair, Metals and Mining, looks at some basic principles behind tackling a complex challenge.
Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.
US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.
US residential solar customer acquisition costs remain high. How will installers evolve their strategies to meet rising demand while scaling their business sustainably?
Public policy, solar-plus-storage and rapid adoption of electric vehicles are supporting behind-the-meter energy storage growth in Europe.
Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.
We examine the project economics of offshore wind assets using Lens Power Valuations
Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.
Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification
SB Energy, a wholly owned U.S. subsidiary of SoftBank, has confirmed a record purchase of long-duration iron flow batteries from U.S. manufacturer ESS.
Can the infrastructure bill create opportunities for EV infrastructure, grid resilience and transmission? The electricity industry remains unsure.
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
Global energy storage deployments will almost triple year-on-year, nearing the 1TWh mark by 2030. What are the drivers of energy storage across the world?
A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero
When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.
REEs are used in many key industries: electrical, oil, wind and electric vehicles. Where are they found and what's their role in the energy transition?
Polymer value chains currently account for 4% of energy related GHG emissions, and this figure is set to rise to 10% by 2050 as plastic demand rises to meet the needs of the rising global middle-class.
With demand for renewables rising rapidly, the future looks bright for solar photovoltaics (PV). But there is a potential ‘Catch-22’ situation for asset owners.
China’s gas demand has exceeded expectations. We now expect gas demand to increase. How far can it go? How could carbon neutrality impact gas in China?
China’s wind and solar targets are set for 2030. 408 GW of new capacity will be added from 2021 to 2030, of which 82% will come from onshore wind.
The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?
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