• 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

  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

• The Edge

  The rising hurdles for investment in upstream

  • 30 4月 2021

  A healthy crop of oil and gas projects are up for FID in 2021. If they go ahead, the spend could reverse the downward trend in upstream investment. But sanctioning new projects is getting harder.

• Opinion

  How hard would global refiners be hit by a sharp drop in US gasoline demand?

  • 14 6月 2021

  What happens to the global refining industry if the energy transition produces a sharp downturn in US gasoline demand? Where would the margin squeeze be tightest? We analyse such a scenario using our Refinery Supply Model.

• 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.

• The Edge

  Did the oil and gas industry change forever last week?

  • 04 6月 2021

  Last week's big announcements for ExxonMobil, Chevron and Shell show that stakeholders are intensifying the pressure on Big Oil to speed up action on climate. What are the implications for the wider industry?

• Opinion

  Europe becomes a battleground for global LNG price formation

  • 27 5月 2021

  Unprecedented market dynamics in Europe are turbo-charging an LNG price recovery, with TTF currently trading close to US$9/mmbtu. What does this mean for global prices?

• The Edge

  Why oil and gas exploration is still important

  • 27 5月 2021

  As the energy transition gains pace, questions are being asked about exploration's continued relevance. Does the industry still need to find new barrels? How committed are the Majors to exploration?

• Opinion

  From electric vehicle investment to virtual power plants: key themes shaping the US grid edge

  • 15 11月 2021

  The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.

• Featured

  Is the end of coal in sight?

  • 17 11月 2021

  With COP26 having concluded with a watered-down statement “phase down coal”, the question remains is the end of coal in sight?

• 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.

• Opinion

  The Interchange Recharged podcast: Solar power – the silver linings of ditching silver

  • 12 11月 2021

  Solar panels requires silver, making production expensive. By switching to copper, SunDrive solar made headlines. Can the industry grow by driving costs down?

• Opinion

  Horizons podcast: The blue-green planet

  • 08 11月 2021

  Dr. Liz Dennett joins special guests Gavin Thompson and Prakash Sharma to explore hydrogen's role in the future of the global energy trade.

• Featured

  Faster decarbonisation: back to basics for the mining industry?

  • 02 11月 2021

  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.

• Opinion

  Offshore wind valuations

  • 25 10月 2021

  We examine the project economics of offshore wind assets using Lens Power Valuations

• Opinion

  COP26: Why battery raw materials are a highly-charged topic

  • 13 10月 2021

  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

• The Edge

  What’s on the minds of CEOs?

  • 07 10月 2021

  A host of senior leaders joined our virtual Global Energy Summit last week to discuss the commodity supercycle, investment, business models and net zero

• Opinion

  Oil recovery shows demand is still on a rising trend

  • 08 10月 2021

  When consumption plunged as the pandemic hit, there were claims that the world had passed Peak Demand for oil. As demand rebounds, those claims are set to be refuted and the price has jumped heavily for oil, gas and coal.

• Opinion

  Rare earth elements: frequently asked questions

  • 01 10月 2021

  REEs are used in many key industries: electrical, oil, wind and electric vehicles. Where are they found and what's their role in the energy transition?

• Opinion

  COP26: Why base metals should be high on the agenda

  • 06 10月 2021

  The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?

• Opinion

  The growth and growth of the global energy storage market

  • 07 10月 2021

  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?

• Opinion

  COP26: Can petrochemicals square the circle?

  • 29 9月 2021

  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.

• Opinion

  Solar: a two-headed dragon looms on the horizon

  • 28 9月 2021

  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.

• Opinion

  Carbon capture and storage: how far can costs fall?

  • 28 9月 2021

  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?

• Opinion

  Exploring the subsurface and commercial implications of Eni’s giant Baleine discovery

  • 14 9月 2021

  Exploring the subsurface and commercial implications of Eni’s giant Baleine discovery offshore Cote d'Ivoire

• Opinion

  Will sodium-ion battery cells be a game-changer for electric vehicle and energy storage markets?

  • 14 9月 2021

  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.

• Opinion

  Coal: COP26's dirty secret

  • 15 9月 2021

  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.

• Opinion

  Horizons: From boom to Biden – a roundup of our insights from Q3 2021

  • 21 9月 2021

  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.

• Opinion

  8 things we learned at the Chemicals and Polymers Conference

  • 20 9月 2021

  The Chemicals and Polymers Conference discussed base chemical and polymer markets, emerging technologies, and discussions on the hot topics facing the industry.