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Explore the themes shaping the energy transition with our monthly thought leadership.
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The propylene industry is heading for a downturn. Which regions will fare best through the downturn and beyond, and which assets may be at risk of closure?
The winds of opportunity are blowing for Chinese onshore and offshore companies.
The sodium-ion battery market looks set to reach GWh-scale production levels this year.
Proposals to expedite infrastructure projects are back on the agenda. They could help ease strains created by the rapid growth in renewables.
With 70% of global landfill suitable for energy recovery, there is potential for serious growth in waste-to-energy (WtE) industries.
Join Ed Crooks, David Brown and Prakash Sharma as they discuss making new nuclear power viable in the energy transition.
Views from around the world of CCUS, including the UK's carbon storage bid round, CNOOC commissioning China’s first offshore project and ExxonMobil’s carbon offtake agreement with a Louisiana steel producer.
Supportive policies are creating renewed momentum in the low-carbon hydrogen market
While there may not be a single silver decarbonisation bullet, there are emerging and significant opportunities in the mining and processing sectors to leave fossil fuels behind.
The upstream oil and gas industry continues the push to decarbonise production but faces increasing regulatory uncertainty
Market dynamics for electric vehicles and energy storage to 2050 will be complex
Investor insights from recent discussions highlight shifting valuations in solar, challenges of domestic content requirements, cautious optimism in offshore wind and varying dynamics in energy storage and carbon capture economics.
From decarbonisation to grid modernisation, we explore the complex challenges facing utilities today.
Net-zero related demand growth and supportive policy are creating a strong investment opportunity.
Amid a challenging year for the offshore wind sector, recent setbacks have increased costs but are now also starting to spur vital policy changes. The industry is now in a position to reverse setbacks and advance toward ambitious goals, encouraging greater investments in renewables and job growth over the next decade
In 2024, tangible opportunities, record-level tenders and strategic shifts in the supply chain set the stage for a rebound from the challenges faced in the previous year
With no quick fix to the oversupply situation, the ‘cobalt blues’ continues into 2024. But it's not all doom and gloom.
The energy transition has sparked a new age of global competition for the lithium-ion battery market.
Politics and margins will disrupt both nickel and stainless supply this year.
The pace of capacity expansions on both the supply and demand side will be key for copper in 2024.
As the world races towards 2030 and key decarbonisation targets approach, we look at how investment in metals and mining is central to achieving net zero
Key takeaways from the 2040 Climate Target, Net Zero Industry Act and Industrial Carbon Management Strategy
A discussion with Origami Solar and Wood Mackenzie
Synthetic e-fuels are part of a range of decarbonisation options being explored for the road, aviation and shipping transport sectors. Where’s the biggest potential? What challenges must be overcome?
Four key takeaways from a public sector perspective
Diversified miners are in a robust financial position following the 2015 commodity price crash, despite volatile dividend payouts.
Plastics have enjoyed popularity across multiple sectors for decades, but times are changing. As environmental and economic pressures mount, will demand hold up?
As chemical producers face increasing pressure to decarbonise, technology investment could see plastic demand loss supported through elimination, substitution, and reuse/refill mechanisms.
Project operations set to continue under veil of secrecy.
The US renewable energy M&A boom accelerates with 11% of capacity changing hands in one year, but up to 93% of early-stage projects fail to reach operation, demanding new valuation frameworks to separate viable deals from inflated claims.
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