• Opinion

  Can the US offshore wind industry reach Biden’s 30 GW target?

  • 03 8月 2021

  State-level mandates and targets have helped the offshore wind industry take its first steps in the US. Strong federal support – and an ambitious target – could now see it really take off.

• Opinion

  Catch, don’t release: the dawn of the CCS era

  • 11 8月 2021

  With three of the largest gas projects approved this year – Barossa (Australia), North Field East (Qatar) and Ghasha (UAE) coming with associated CCS plans, do barriers exist for carbon sequestration's continued growth?

• Opinion

  COP26: how the energy and natural resources industries are responding to climate change challenges

  • 04 8月 2021

  After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions

• Opinion

  Electric vehicle infrastructure investment trends to watch

  • 29 7月 2021

  Just as EV sales are accelerating, so too must the development of supporting infrastructure. How has investment activity evolved over the last decade – and what could that mean for the future?

• Opinion

  Green or blue? The colour of Australia’s hydrogen money

  • 20 7月 2021

  The race is on to dominate the low-carbon hydrogen industry – can Australia lead the way? What's the outlook for blue and green hydrogen development?

• Opinion

  Electrification: essential to decarbonisation but with major challenges ahead

  • 20 7月 2021

  The building and transportation sectors account for 33% of global CO2 emissions, making the electrification of those sectors key to decarbonisation.

• Opinion

  US community solar market faces a near-term peak

  • 27 7月 2021

  Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.

• Opinion

  The global electric vehicle race is heating up

  • 11 8月 2021

  Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?

• Opinion

  Three lessons the renewables boom can learn from the shale bust

  • 21 7月 2021

  What could the renewable energy industry and its investors learn from shale's experience? A few interesting points of comparison are starting to emerge.

• Opinion

  US oil producers live up to their promises on spending restraint

  • 16 7月 2021

  The recovery in crude prices, taking WTI to over $70 a barrel, has meant that the cash flows coming in to US E&Ps have been soaring. But the industry’s response to these price signals, in terms of increased activity and production, has been much more cautious than has been typical over the past decade. Management teams have talked about strengthening balance sheets and returning cash to shareholders, and now they are delivering on those commitments.

• Opinion

  Floating solar farms making waves across Asia-Pacific

  • 12 7月 2021

  This year, countries that rank in the top ten for FPV demand will hold 84% of global market share and this is forecast to increase to 86% by 2026. Of these ten countries, eight sit within Asia-Pacific. So, what is driving FPV growth in the region?

• Opinion

  Could China lead the global energy storage market by 2030?

  • 07 7月 2021

  China’s energy storage strategy could unlock its net-zero ambitions.

• Opinion

  China’s economic power surge

  • 07 7月 2021

  China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.

• Opinion

  Will India set a net zero target?

  • 24 6月 2021

  As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.

• Opinion

  What ‘vehicle-to-everything’ electric vehicle pilots mean for the grid

  • 23 6月 2021

  As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?

• Opinion

  The rise of renewables and real-time trading decisions

  • 27 4月 2021

  The ongoing growth in wind and solar capacity in Europe is contributing to the emergence of an increasingly volatile and short-term spot market for electricity. How will trading dynamics evolve?

• Opinion

  Could Australia’s battery storage pipeline bottleneck thwart energy transition progress?

  • 26 4月 2021

  Australia has one of the lowest renewables cost premiums over fossil fuel in the APAC region and renewables (solar and wind) account for a fifth of total power generation. However, this has caused transmission constraints and put pressure on grid reliability. Australian utilities and regulators are looking to battery storage as a solution.

• Opinion

  Tracking the trajectory of the global energy storage market

  • 21 4月 2021

  Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?

• Opinion

  Electric vans on the brink of a commercial breakthrough

  • 16 4月 2021

  There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.

• Opinion

  Global wind turbine market: state of play

  • 14 4月 2021

  After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?

• Opinion

  Next-stage decarbonisation in Europe: five key considerations

  • 18 5月 2021

  The EU’s target to cut emissions to 55% below 1990 levels by 2030 clearly acknowledges that decarbonisation cannot wait. But what will be needed to achieve near-term goals over the next decade? What are the key enablers and drivers in play?

• Opinion

  Colonial pipeline hack exposes the vulnerability of critical infrastructure

  • 14 5月 2021

  The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.

• Opinion

  Connect four: key findings from the first four editions of Horizons

  • 12 5月 2021

  Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.

• Opinion

  The challenge of upgrading the US grid

  • 07 5月 2021

  The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.

• Opinion

  Grid edge quarterly briefing: infrastructure and investor spending on the rise

  • 29 4月 2021

  Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.

• Opinion

  US nuclear’s problems add to the challenge of carbon-free power

  • 30 4月 2021

  The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035

• Opinion

  Why floating solar has an important role to play in the energy transition

  • 08 6月 2021

  We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?

• Opinion

  Why green hydrogen is reaching a tipping point

  • 09 6月 2021

  An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.

• Opinion

  The Biden administration struggles to get a grip on fuel prices

  • 19 11月 2021

  Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.

• Opinion

  How green hydrogen can ensure Australia’s place in the sun

  • 18 11月 2021

  Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.