Offshore wind: policy frameworks decide who wins – but not when

• 01 11月 2022

Policymakers cash in, consumers pay out and asset owners look to balance risk with reward as offshore wind power market trends flip.

How will oil and gas companies get to Scope 3 net zero?

• 27 10月 2022

Only ten major oil and gas companies have set Scope 3 net zero ambitions – so far three broad business models for dealing with this complex challenge are emerging.

The current state of investment in the energy transition | Podcast

• 21 10月 2022

The gang explores where investors are putting their money, the state of the economy and the impact of the IRA on investment into power and renewables

The grid edge of the future: delivering distributed energy and electrification at scale

• 18 10月 2022

From EV charging infrastructure ownership to the future of microgrid technology: a preview of the Grid Edge Innovation Summit 2022.

What would an accelerated energy transition mean for metals and mining?

• 18 10月 2022

From soaring Li-ion demand to a cobalt trilemma, and the rare earth winners and losers.

The energy crisis – what’s on CEOs’ minds?

• 06 10月 2022

We hosted our EMEA Global Energy and Natural Resources Summit in London last week. Here are some of the big themes debated on the stage.

The Energy Gang looks ahead to COP27: are we still heading in the right direction? | Podcast

• 07 10月 2022

Ed Crooks is joined by Samantha Gross from the Brookings Institution and Joseph Majkut from the Center for Strategic and International Studies to discuss COP27, the Kigali Amendment and the latest on European leaders calling for a price cap on Russian oil.

Banks assess the impact of climate commitments

• 30 9月 2022

Lenders can still finance new oil and gas development, but emissions goals mean the balance of their operations is shifting.

Can legislation unlock a circular plastics economy?

• 12 10月 2022

Clear and robust legislation is vital if the fragmented plastics economy is to find a sustainable pathway – the UN treaty on plastic pollution will play a central role.

Inflation Reduction Act propels the global wind outlook

• 03 10月 2022

The IRA and other global policy drivers yield a 25.6 GW quarter-on-quarter upgrade to the wind outlook – though Asia Pacific is bucking the trend.

How will a global slowdown impact chemicals markets?

• 26 9月 2022

A strong correlation between GDP and plastics demand growth means that macroeconomic conditions have a significant impact on the chemicals industry.

Horizons podcast: Pedal to the metal

• 26 9月 2022

We discuss the growing global demand for steel and the industry-wide challenge in achieving net zero emissions by 2050.

Global gas and LNG’s biggest challenges

• 31 8月 2022

Europe’s energy market is out of control. Current stratospheric prices for gas and power pose risks to economies and households. Minimising collateral damage to economies – not to mention, saving lives – depends on the energy industry, governments and consumers themselves all doing the right things

How solar software delivers ROI

• 24 8月 2022

This white paper provides insight into how solar software delivers ROI.

Horizons podcast: Energy super basins

• 12 8月 2022

On the podcast we explore how traditional super basins can and must transition to new ‘energy super basins’; a mix of plentiful renewable electricity, established oil and gas resources and hub-scale CCS.

Big Oil set to cash in on the trillion-dollar offshore wind prize

• 11 8月 2022

The upstream sector has long analysed cash margins on a per barrel of oil equivalent (boe) basis. Our new cash margin metric – operating cash flow per gigajoule equivalent (GJe) – goes beyond traditional comparisons, and shows how offshore wind can come up trumps.

LNG: seismic shifts as Russia/Ukraine conflict makes waves

• 22 8月 2022

LNG is plugging the Russian gas supply gap. Prices are volatile; buyers are rushing to secure long-term deals.

Energy transition – reset required

• 12 9月 2022

The energy crisis is raising doubts about the pace the world can move towards net zero. Governments' more urgent priorities are to keep the lights on and economies ticking even if that means more fossil fuels.

How and why big oil is strengthening its oil and gas exposure

• 25 4月 2024

Big oil is doubling down on oil and gas. Discover the reasons and implications in our latest Edge article.

How to address risk from the intermittency of renewable energy in power markets

• 23 4月 2024

Understanding the implications of the intermittency of renewable energy is essential for energy market participants

Deals show the enduring appeal of US gas

• 19 4月 2024

Two big European oil companies have recently announced deals to strengthen their holdings in US shale gas. The deals are small, but point to an important trend: the European companies still see the US as a core country.

What’s next for the EV and battery value chains?

• 17 4月 2024

Following the Future Facing Commodities Forum last month, our experts break down some key points from the “What's next for the EV and battery value chains?” panel discussion

What's new in global upstream

• 22 4月 2024

It remains important for upstream oil and gas to find advantaged growth opportunities. Pragmatic decisions feature as companies shift to adapt portfolios to keep pace with change. Efficiency and discipline are watchwords and high-impact projects must focus on unlocking roadblocks to growth. But M&A is still on the agenda, with some operators getting innovative with Joint Ventures.

Oil refining in the energy transition: key questions answered

• 26 4月 2024

What is the current state of the refining and oil products market in the energy transition, and what are refiners’ top options to reduce emissions?

Taking on climate change: Navigating a path forward in the IRA era

• 22 4月 2024

The Inflation Reduction Act will spur investment and progress in clean energy over the next 10 years. In our new partnered report with CohnReznick we examine the tax incentives and opportunities available because of the IRA and what this means for the energy landscape.

Future Facing Commodities Forum 2024: your questions answered

• 15 4月 2024

Our experts address your burning questions on everything from EV forecasts and risks to copper from battery chemistry changes, to aluminium pricing after CBAM and hydrogen’s most likely end uses

Can emissions taxes decarbonise the LNG industry?

• 11 4月 2024

The LNG industry is facing growing pressure to decarbonise. But this can't be achieved without major investment, pushing up the price of delivered LNG. Buyers have so far been reluctant to pay a premium for low-carbon volumes. Taxing LNG emissions could change this. Europe is leading the way, with the EU taxing the fuel emissions of LNG vessels from this year.  While an important first step, much more is required for the industry to decarbonise at scale.

Webinar | Carbon offsets: How to realise value in the net zero transition

• 06 6月 2024

China’s solar growth sends module prices plummeting

• 05 4月 2024

Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.

Ethylene: global carbon contributor

• 09 4月 2024

The ethylene industry is tackling emissions through a raft of new carbon-cutting measures. These bring promise, but also considerable challenges, as some regions face the fall-out of their carbon pricing policies