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How are clean energy innovators overcoming grid bottlenecks, regulatory hurdles and supply chain pressures?
There are signs that the coronavirus is gradually being brought under control in many countries, but any pick-up in activity will be tentative and uneven, and will face headwinds from the chaos in the global economy.
A focus on carbon emissions is driving a new dynamic for the energy-intensive smelting industry.
One value stack layer does not exist yet and will require greater ambition from customers and aggregators.
Upstream scope 1 & 2 emissions intensity has been cut by 12% since 2017. But is the industry delivering on decarbonisation?
Exploration is making money again. After a difficult few years, the sector's disciplined approach has begun to bear fruit. How evaluate the true cost of exploration?
China’s moves to restrict graphite exports are a concern for battery manufacturers worldwide. How serious is the threat?
Freezing conditions in the southern US led to blackouts and a slump in gas production. What can we learn from the crisis?
Reports of “the death of OPEC” have proved greatly exaggerated, as the cartel and its allies have shown their continuing relevance this year
Can captured carbon replace fossil feedstocks? Explore the catalysts needed to scale CCU from niche to mainstream
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.
Understanding the interconnection queues to North American power grids
The new mining code may become effective in less than four months, meaning extra costs for local mining companies.
A recap from the last three editions of Horizons, from the prospect of upside-down oil and gas prices to the vast potential of carbon capture
Joe Biden is clear that he would not try to ban hydraulic fracturing. But a row over it highlights the challenge facing his energy strategy
Our experts outline the latest developments in upstream.
The innovation that unlocks a lower-carbon future, from EVs to solar cells and the future of nuclear.
Demand for natural gas is growing. So is pressure to reduce its carbon intensity. The industry’s emissions will increasingly come under scrutiny, and measurement and reporting will need to improve.
Market consolidation slows as competition intensifies for US solar installers and equipment suppliers.
Chinese investment and know-how has accelerated high-pressure acid leach (HPAL) operations to extract nickel and cobalt in Indonesia.
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
The ‘war on plastics’ is changing the packaging industry. But while much of the debate focuses on recycling, reuse still plays a marginal role in most packaging markets. Is that about to change? And what would that mean for polymer demand?
With stakeholder pressure growing, will COP26 accelerate oil and gas companies’ pivot to low carbon?
Gas has a key role to play in the energy transition, but only if it can decarbonise
Due to ongoing volatility in the global oil markets, traders need prompt indication of changes in the market
Persistent overcapacity, weak demand, and sustainability pressures force closures and reshape the global competitive landscape.
Cloud computing and AI need reliable power 24/7, making LNG a prime candidate to meet near-term demand.
Which companies and areas are best positioned to capitalise on a structural shift in US gas demand?
Insights on domestic manufacturing, distributed solar and large loads from one of North America’s largest clean energy events
US chemical company earnings for Q2 2019 came under pressure as uncertainty caused by the US-China trade war and a slowing economy affected demand. What do we expect for the rest of 2019? Our analysts Hugh Hartzog and Ashish Chitalia take a closer look at the trends behind the numbers.
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