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Explore the themes shaping the energy transition with our monthly thought leadership.
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The path to affordable wind energy runs through sustainable supply chain margins, not around them
Four critical fiscal trends will influence upstream petroleum investment in the year ahead
Interregional transmission, battery storage growth and managing rising winter demand are key themes for these grid operators
Climate policy leadership shifts. Compliance carbon pricing advances. CCUS projects scale. Our carbon policy, carbon markets and CCUS experts share their view of the key themes that will shape the year ahead.
2026 is pivotal for carbon capture, utilisation and storage (CCUS) as major hubs advance to FID, but success hinges on policy support.
The year ahead looks set to be shaped by changing dynamics as hotspots of climate action shift and devolve.
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.
Capital discipline will be front of mind as North Sea companies plan for a period of lower oil and gas prices.
Latin America's upstream sector enters 2026 with strong project portfolios and continued expansion from leading producers, while navigating regulatory changes and seeking new investment opportunities.
Oil and gas diverge in Canada as pipeline constraints ease and policy clarity emerges.
The MENA upstream sector enters 2026 with strong momentum, abundant opportunities and rising risks that will shape investment, supply dynamics and strategic positioning across the region.
Our global and regional experts share their view of the key themes shaping the power and renewables landscape in the year ahead.
Our experts' predictions for the year ahead
Europe enters 2026 at a pivotal moment in its energy transition.
Corporate strategies diverge amid a power and renewables reset
Downstream oil and gas companies face mounting pressure to reposition amid declining product demand, strong petrochemical growth, and a difficult-to-plan-around transition
What is the oil market risk and will Big Oil want to invest in Venezuelan upstream opportunities?
The wind industry is on track for a record-breaking 2025, with global wind capacity additions expected to reach 170 GW for the year. Can the wind industry maintain its momentum?
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.
Installations reached the total capacity of nearly 270 GW/630 GWh by the end of 2025
Will data centre-driven power demand keep nuclear in the spotlight in 2026? Read our analysis of how regulatory and permitting reform and new project FIDs could put momentum behind a nuclear renaissance.
Equity deals, strategic ventures and gas transactions to the fore amid oil price headwinds. Read our full set of predictions for global upstream mergers and acquisitions for the year ahead.
After a challenging year for global solar markets, is the year ahead looking brighter?
Exploring supply chain themes across all major clean technologies, including solar, wind, battery, green hydrogen, nuclear and grid infrastructure.
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.
A new wave of LNG supply growth is reshaping global gas markets, yet prices remain elevated enough to constrain demand in parts of Asia. As the market shifts from tightness toward greater abundance in 2026, five defining themes will determine how Asian LNG dynamics evolve.
Regional dynamics demonstrate energy storage markets reaching maturity. Explore this evolution and our analysis of the key global themes to watch in the year ahead.
Our pick of the themes that will shape exploration for both oil & gas and geothermal resources – plus a spotlight on 23 wells to watch in the year ahead.
Our Wells to watch class of 2026 demonstrates that frontier exploration for advantaged resources remains a driving force for the industry.
What are the key themes that will shape exploration for, and development of, oil & gas in 2026 and will next generation technologies prove viable?
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