• Opinion

  Four ways US solar broke records in 2020

  • 16 3月 2021

  The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?

• Opinion

  Metals and mining: how much value is at risk from carbon policy?

  • 16 3月 2021

  The race towards net zero is well and truly underway, and miners are under pressure to pick up the pace. How much value is at risk and what can miners do to address the issue?

• Opinion

  Six ways the onshore wind O&M market will transform this decade

  • 16 3月 2021

  Global operating capacity for onshore wind is set to surpass one terawatt this decade – and annual operations and maintenance spend will hit US$25 billion. Where will this spend be focused? And how will the O&M market change?

• Opinion

  How will the operations and maintenance market adapt to offshore wind’s rapid rise?

  • 22 3月 2021

  Offshore wind operational expenditure is expected to grow 16% annually to €10 billion by 2029. How will changing industry dynamics, such as improved economies of scale and reductions in subsidies, affect the operations and maintenance (O&M) market?

• Opinion

  Will renewable auctions underpin Europe’s net zero ambitions?

  • 23 3月 2021

  As Europe realigns itself to deliver the increased ambition of 55% emissions reduction targets by 2030, renewables take centre stage. The region’s pipeline of wind and solar developments highlights the essential role that centralised auctions will continue to play. But can they deliver the necessary capacity? And could renewables become a victim of their own success?

• Opinion

  China’s war on waste means more than just clean plates

  • 24 3月 2021

  In re-launching the ‘Clean Plate’ campaign in August last year, President Xi Jinping urged all of China to “maintain a sense of crisis about food security”. This is of course an important message in and of itself, given the huge amounts of energy, water and land involved in food production in China.

• Opinion

  Is there light at the end of a dark tunnel for US coal markets?

  • 26 3月 2021

  US coal markets are seeing a strong recovery from the abysmal market conditions in 2020. Can this resurgence continue this year?

• Opinion

  A £2.5 trillion transformation: the economic impact of a net-zero North Sea

  • 04 2月 2021

  Low-carbon technologies have the potential to transform the energy industry. They could also have a powerful effect on local economies – as the UK is on a mission to demonstrate.

• Opinion

  How carbon pricing could reshape upstream oil and gas economics

  • 31 3月 2021

  Few countries currently require oil and gas producers to either pay a carbon tax or participate in an emissions trading scheme (ETS). But that could soon change. Higher carbon charges are not a case of ‘if’ but when, where and how much — raising serious questions for investors.

• Opinion

  Sunrun retains its title as the largest residential solar installer in the US

  • 31 3月 2021

  Residential solar installers endured a tumultuous 2020, heavily influenced by the pandemic. The competitive landscape shifted, and top installers did not recover evenly. How has the leaderboard changed? And will Tesla threaten Sunrun's top spot in 2021?

• Opinion

  Suez blockage highlights Asia’s vulnerability to disruptions

  • 31 3月 2021

  The grounding of the 400-metre, 224,000-tonne Ever Given cargo vessel in the Suez Canal last Tuesday inevitably sparked concern across the global economy and, while the vessel is now afloat and traffic has resumed, will have once again reminded Asian countries of the risks such trade arteries continue to present.

• Opinion

  How bitcoin mining can support the energy transition

  • 07 4月 2021

  While it's no magic bullet, bitcoin mining has strong potential in both demand response and exploiting stranded capacity in electricity generation.

• Opinion

  Refinery-petrochemicals integration: your questions answered

  • 08 4月 2021

  With petrochemical demand growth resilient and the energy transition putting pressure on transport fuel demand, the role of integrated refinery-petrochemical sites will only grow. How does integration alter the competitive position of a site? And what are the threats to its value? Read our answers to these questions, and more.

• Opinion

  Rethinking solar operations with digital technology

  • 08 4月 2021

  Digital tools are transforming the solar industry. Developers are refocusing on building out advanced, integrated software stacks that bring their operations, analytics and customer engagement to the next level.

• Opinion

  Electric vehicle sales are in the fast lane

  • 11 2月 2021

  EV sales shifted up a gear in 2020, surging 38% even while global sales of passenger vehicles fell. Will sales growth continue to outpace ICE vehicles? As we buy more and more EVs, how and where will we charge them? And what will drive the rise in commercial EV adoption? Find out in our look at the road ahead.

• Opinion

  Why refinery-petrochemical integration is the downstream trend to watch

  • 16 2月 2021

  A tumultuous year has highlighted some key truths for the downstream sector – and new performance benchmarks are being set.

• Opinion

  Aiming high: can China’s steel industry hit its ambitious targets?

  • 15 2月 2021

  China’s next Five-Year Plan has some tough goals for the country’s steel industry. It goes beyond solving problems like overcapacity and improving domestic raw-material security, to making its operations greener. Can it be done? And in such a short timeframe?

• Opinion

  Recycled polyolefins: how quickly can industry come together to unlock supply?

  • 13 6月 2023

  The transition to a circular economy is priority for the plastics value chain.

• Opinion

  How Asia changed the global LNG market in the space of a year

  • 21 4月 2021

  The past year has undoubtedly been the most dramatic in the history of the global LNG industry. Demand buffeted by lockdowns and recession, liquefaction shut-in, pre-FID supply projects delayed and spot LNG prices crashing to all-time lows before going into orbit.

• Opinion

  The role of NOCs on the road to net zero

  • 22 4月 2021

  NOCs must play a role in the global mission to decarbonise. Could this be a game-changing year?

• Opinion

  Putting coal mine emissions under the microscope

  • 29 4月 2021

  Coal producers are feeling the weight of public scrutiny and investor pressure as increasingly stringent carbon emission policies threaten future demand. A price on carbon – a key policy for emissions reduction – could also transform industry costs and prices.

• Opinion

  Winter reliability and the road to net zero

  • 28 4月 2021

  Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?

• Opinion

  There’s still life in China’s shale gas

  • 28 4月 2021

  Looking back over a decade as the US shale gas boom began to dramatically transform the country’s energy balance, driving down gas prices and ultimately creating one of the world’s largest LNG exporters, many speculated whether China could replicate this success.

• Opinion

  Three global wind turbine technology trends to watch

  • 05 5月 2021

  How will changes to onshore and offshore turbine technology impact the industry?

• Opinion

  Can carbon capture help Big Oil reach its net zero targets?

  • 04 5月 2021

  Carbon capture, utilisation and storage (CCUS) could be a critical step on the Majors’ decarbonisation journey. What role could this technology play, and can it scale at the pace required to support Paris Agreement targets?

• Opinion

  India in crisis

  • 06 5月 2021

  Given the scale of the crisis facing India and the potential for a further nationwide lockdown, I turned to our experts to hear how they are assessing the impact across the economy and energy sectors.

• Opinion

  Which technologies will drive the energy transition?

  • 10 5月 2021

  The energy transition is a transformational force, with technology at its heart. What are the technologies that are driving change? Which innovations are on track to help unlock the world’s lower-carbon future? And where do we need to pick up the pace?

• Opinion

  Southeast Asia’s steel surge: how will the region manage overcapacity?

  • 11 5月 2021

  Southeast Asia continues to see ambitious expansion in steel capacity. But with lacklustre utilisation levels, will protectionist government policies be enough to address overcapacity?

• Opinion

  Major growth ahead for US commercial solar

  • 17 5月 2021

  2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.

• Opinion

  How will Europe’s Green Deal shape renewable energy project finance?

  • 25 5月 2021

  A huge push is needed to stay on track with ambitious EU net-zero targets. But at the same time, the coronavirus pandemic has stoked fears that green ambitions may be diluted as Europe looks to weather the economic turmoil. This has made the clean energy space both exciting and volatile. So, what does that mean for project finance?