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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
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.
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.
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.
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
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
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?
A new gateway to Asia opens with initial liquefaction and export from Kitimat.
See how Lens Carbon provides visibility into over 20,000 offset projects across 18 registries.
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
Lower gas burns per degree, rising renewables, and persistent fuel switching explain what the market missed.
Tracking global developments in carbon pricing, compliance mechanisms, and regulatory frameworks.
Demand growth and a clean energy shift drive generation challenges for utilities, developers and IPPs
Metals and mining are at the heart of the global transition – but trade wars, cost inflation and volatile demand are rewriting the rules. The winners will be those who act now.
Navigate volatility, secure supply and capture growth in the next phase of battery market evolution
How shifting government priorities could stall electric vehicle adoption and reshape the global battery market
Evaluating Talos' high-impact find using Lens Subsurface and our new Prospect Valuation module
A healthy project pipeline, strong policy support, plentiful funding and a surge in drilling signal ongoing market growth.
From the Majors to OPEC+ … and the key topics in between.
Eiger Express adds to growing outbound capacity as supply and demand dynamics evolve.
During Gastech 2025, we discuss how new data reinforces the case for US LNG over coal in the emissions debate.
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