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A look at the global economic impacts of new US trade measures.
Could Venezuelan production and refining capacity return to relevance?
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On 4 March, the United States imposed 25% tariffs on imports from Canada and Mexico. A 10% exception was given to energy imports from Canada – including oil and gas – highlighting the imperative co-dependency between Canadian producers and US refiners.
We recently published a report exploring the factors set to drive and limit carbon capture, utilisation and storage (CCUS) deployment as a means of decarbonising global cement production. Fill out the form to access a series of key insights from this report, or read on for an introduction.
Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation
Is LNG really a cleaner alternative to coal? Explore the latest findings on lifecycle emissions and discover why US LNG could be a crucial player in global decarbonisation efforts.
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.
Key takeaways from meetings with government representatives, private and institutional investors, operators and developers at the 2025 Prospectors & Developers Association of Canada (PDAC) convention
V2X propositions – including vehicle-to-grid (V2G) – have faced barriers to commercialisation but 2025 should see major progress
Spotlighting opportunities by market and technology
Which refineries are at risk of closure by 2035? Explore the key threats to global refining, from carbon costs to market shifts.
We examine the key factors behind the incident and assess the current energy landscape of the region.
In an energy hungry world beset by growing trade tensions and shifting energy policy, volatility creates opportunity for commodity traders who can stay one step ahead of market shifts. So, what are the opportunities and challenges set to shape crude and refined product markets as 2025 progresses?
We analyse the trends and politics shaping today’s power 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.
Residential solar installed capacity contracted for the first time since 2017, with significant shifts occurring in the financing landscape
Our latest long-term view reveals exciting market dynamics
A closer look at exemptions and their limits in a sharply changing trade environment
Industry maintains long-term confidence despite oversupply challenges, but Western players risk falling behind China's strategic investments.
Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?
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
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.
Our summer 2025 outlook gives an idea of what can be expected in the coming months for the North America gas market.
Chinese companies installed 24 GW of power generation projects in Belt and Road countries in 2024 - twice the capacity reached in 2023 – and the demand continues to grow
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 Global Upstream Update presents timely analysis of key industry topics from our regional experts situated around the world.
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