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Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
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Insights from recent discussions with over two dozen investors about policy risks, data centers, load growth, and investment opportunities in the power and renewables segment
How surging AI, manufacturing and crypto demands could impact US power markets
North American natural gas markets are influenced by a complex web of factors, from production levels, storage capacity and power market dynamics, to gas imports, LNG exports and weather patterns. So, what factors are likely to be decisive in the coming season?
EV and grid-related growth will boost long-term demand, but short-term supply-demand mismatches will cause ongoing volatility in both copper price and treatment and refining charges
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
How financial companies, utilities and developers are using Lens Power & Renewables to turn unprecedented demand growth and grid constraints into opportunities
Could Russian gas and LNG make a comeback? Explore the potential impact of US-Russia negotiations on global energy markets.
Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.
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.
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.
In a recent Horizons Live Q&A webinar, our experts answered utilities and developers' burning questions around how power industry stakeholders must adapt their strategies to rise to a huge US electricity demand challenge that could quickly become a supply chain crisis
Demand growth and a clean energy shift drive generation challenges for utilities, developers and IPPs
Navigate volatility, secure supply and capture growth in the next phase of battery market evolution
What you need to know about the state of interconnection queues as power demand surges for the first time in decades
Europe and Asia hit hardest in the global ethylene downcycle
Gas is the anchor of Malaysia’s energy transition and rising demand.
A 10-year technical exploration of untapped Cretaceous plays in frontier areas and mature basins has seen a success rate of over 50% - much higher than the global average.
Malaysia's system charges for corporate renewables hit 60% of total costs - the highest in APAC. Can transparency help?
We’ve crunched the data to see if the firm can deliver on its ambitious targets for integrated power
Can the power sector cope in the face of an unprecedented rise in global demand?
Our experts tackle everything from lithium demand to the rare earth elements at risk of substitution, and from copper and aluminium competition to green hydrogen costs.
Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.
From the implications of nodal pricing to offshore wind supply chain trends: key themes from the London event.
In today's meeting of the National People’s Congress, China announced slower growth this year, with its gross domestic product (GDP) growth targeted at a range of 6 to 6.5% in 2019.
Transformers are a key component in large-scale renewables projects. However, high lead times and rising manufacturing costs are at risk of causing expensive project delays and preventing power plants from being brought online
With petrochemical demand growth resilient and the energy transition putting pressure on transport fuel demand, the role of integrated refinery-petrochemical sites will only grow. How does integration alter the competitive position of a site? And what are the threats to its value? Read our answers to these questions, and more.
Looking back over a decade as the US shale gas boom began to dramatically transform the country’s energy balance, driving down gas prices and ultimately creating one of the world’s largest LNG exporters, many speculated whether China could replicate this success.
China’s most important annual political meetings lay out targets and goals for the next 12 months and this year gives the world a glimpse of the direction the country’s leaders are likely to be taking with the upcoming 14th five-year plan (2021-2025).
And after the 12 months we’ve all just experienced, making bold predictions for the year ahead is more fraught than ever: nothing is off the table.
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