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News and insights from our thought leaders and experts
Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
Weekly discussions on the latest news and trends in energy, cleantech and renewables.
Our weekly round up of the lasted opinions, new, industry analysis from our global analysts.
Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
Explore data centre market analysis covering infrastructure trends, energy use, capacity planning and key developments across global markets.
Global energy market analysis and strategic insights
In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
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Maximise investment opportunities across the hydrogen, ammonia and methanol value chain.
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Identify advantaged barrels and support critical investment decisions with an integrated view of commercial and technical data.
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Unlock robust data and new unique perspectives across key mined commodities needed to assess the mining landscape.
Analysis of CCUS and offset opportunities to shape decarbonisation strategies.
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Our COP26 briefing considers the implications for the oil market and refining industry of a global concerted effort to reduce emissions and limit a temperature rise by 2050 to 2 °C.
Agreements at COP26 will define ambitions, but the impact on supply, demand and process will be dictated by policy actions
Investment in next generation nuclear capacity could prove to be a crucial component of net zero strategies.
This week’s COP26 briefing highlights three big implications we see for the power sector as a result of the conference
High renewable penetration and transmission congestion are shifting power trading dynamics in the US.
From ESG to tax equity, we look at the market and policy factors that could have an impact on the financing of clean energy projects in the US over the next few years.
Putting zinc, copper and lead production under the microscope: what is green smelting, and is it achievable?
Following CATL's unveiling of a Na-ion battery on 29 July, we question what's special about sodium-ion cells, and the future roles for this Li-ion alternative.
There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.
Exploring the subsurface and commercial implications of Eni’s giant Baleine discovery offshore Cote d'Ivoire
Q3 Horizons explored the commodity price supercycle, carbon emission regulation's impact on the oil and gas sector, and Joe Biden’s plan for net zero by 2050.
The Chemicals and Polymers Conference discussed base chemical and polymer markets, emerging technologies, and discussions on the hot topics facing the industry.
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?
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.
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?
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.
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
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.
Public policy, solar-plus-storage and rapid adoption of electric vehicles are supporting behind-the-meter energy storage growth in Europe.
We examine the project economics of offshore wind assets using Lens Power Valuations
Powered by Lens Lower 48 Valuations, we set out to understand reinvestment rates, deleveraging and free cash flow outcomes among 23 US Independents.
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?
Producers need a long-term strategy that ensures enough outside capital to fight the headwinds of increasing environment, social, and governance imperatives.
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.
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