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In the second article of this two-part series, we discuss how utilities and large-load customers can prepare for the increasing electricity demand driven by AI and data center growth. This includes investment in infrastructure and collaboration between utilities and data center operators.
Rising demand and the push for low-carbon production are reshaping the aluminium industry
The impact of changing supply chains was a key theme for the red metal at our recent Future Facing Commodities Forum
Overcapacity, struggling prices, uncertain monetary settings, peaking demand growth and supply security concerns were all on the agenda at our recent Future Facing Commodities event
We explore the lessons that can be learned from this major power outage for Europe's energy transition
In this exclusive video, we explore the impact of shifting tariff policies on costs, activity, and company behaviour across the U.S. Lower 48 and Gulf of Mexico.
Our summer 2025 outlook gives an idea of what can be expected in the coming months for the North America gas market.
Chinese companies installed 24 GW of power generation projects in Belt and Road countries in 2024 - twice the capacity reached in 2023 – and the demand continues to grow
The outlook for the nickel market, particularly for use in batteries, is not as bullish as it once was - but demand is still buoyant in the Asia markets
We use Lens Metals & Mining to take you through our strategic planning outlook for lithium.
Our forecasts for global GDP and industrial production have been revised down sharply in our latest macroeconomic outlook as the impact of trade tensions is felt across markets.
Next generation technology is opening up a new world of opportunities for this established energy resource
Our new partnered report with CME Group explores why U.S. LNG pricing matters globally – and what it means for commodity traders around the world.
Our Global Upstream Update presents timely analysis of key industry topics from our regional experts situated around the world.
Insights for stakeholders on the future of the electricity grid – from our energy supply chain experts
Recent actions create an uncertain environment for future solar growth
Analysing three potential trade scenarios and their potential impacts on global metals markets
In part two of a series on the outlook for the lithium industry, we explore the paths available to rebalance market dynamics
Expansion accelerates as policy support, feedstock diversification, and new project development drive North America's RNG momentum.
Events are moving quickly. In response to Saturday night’s developments, we hosted a webinar on Monday to explore the potential impact of a Strait of Hormuz closure on the global economy and the oil and natural gas value chains.
Electronic interference complicates maritime operations in the Strait of Hormuz and beyond
Lower price environment will affect US supply, exports, and investments.
Our latest research, powered by the Lens Power & Renewables offering, shows regional contrasts emerge as demand surges, storage booms and policy uncertainty reshapes investment flows
How will global power markets evolve over the next decade and beyond?
Grid forming BESS technology emerges as essential grid stabiliser as renewable energy capacity surges toward US $5 trillion in global additions over the next decade
A new gateway to Asia opens with initial liquefaction and export from Kitimat.
What are the opportunities and challenges set to shape crude and refined product markets as 2025 progresses?
We highlight the key themes for gas and LNG over the next 12 months
Our recent webinar explored how the OBBBA is reshaping renewable energy, emerging technologies and oil & gas markets
The intersection of energy independence, job creation and renewable growth presents an enormous manufacturing opportunity for investors and financial companies
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