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News and insights
Explore the themes shaping the energy transition with our monthly thought leadership.
Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.
Weekly discussions on the latest news and trends in energy, cleantech and renewables.
Our weekly round up of the lasted opinions, new, industry analysis from our global analysts.
Data and energy insight from our thought leaders, Jason Liu and Simon Flowers, Connected the book.
In depth analysis of the energy transition and the path to a low carbon future.
Explore the future growth potential for carbon capture, utilisation and storage.
Explore the growth trajectory for EVs and spot any possible bumps in the road.
A look at the global economic impacts of new US trade measures.
Explore trends around sustainability, recycling and the circular economy and their impact on materials markets.
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NOCs hold two thirds of global remaining resources – how is their attitude to exploration changing with the energy transition?
How are clean energy innovators overcoming grid bottlenecks, regulatory hurdles and supply chain pressures?
Persistent overcapacity, weak demand, and sustainability pressures force closures and reshape the global competitive landscape.
Driven by a growing list of stakeholder requirements and an explosion in creative solutions, is the mining industry about to accelerate its adoption of technology?
Asia Pacific is the engine room for global power and renewables growth. Has coronavirus put the brakes on, or is APAC still on course to outpace demand in all other regions combined in the next 20 years?
Discover how energy leaders are using AI, data and integrated strategies to navigate the fast-changing energy landscape
What is the real impact of curtailing production from Norway on the broader European energy landscape?
From the Majors to OPEC+ … and the key topics in between.
We analyse 16 of the largest international operators to assess their resilience and sustainability
What does the rapid evolution in vehicles’ material composition mean for plastics?
How will markets for CCUS, carbon offsets and removals develop over the long term?
Demand for natural gas is growing. So is pressure to reduce its carbon intensity. The industry’s emissions will increasingly come under scrutiny, and measurement and reporting will need to improve.
Bipartisan agreement sets time limits for environmental reviews, but is seen as only “initial steps” towards more efficient permitting.
Our accelerated energy transition (AET-2) scenario offers a view on how to achieve a 2˚C world aligned with the upper temperature limit of the 2015 Paris Agreement. The AET-2 scenario is curtains for long-term global oil demand, with consumption falling to 70% below peak levels by 2050.
How can we balance the increased cost of diversifying energy transition critical supply chains against the economic and strategic risk of being wholly reliant on China? Pragmatically, how can the world’s biggest economies work together to achieve a successful energy transition?
Key insights for investors
Is LNG really a cleaner alternative to coal? Explore the latest findings on lifecycle emissions and discover why US LNG could be a crucial player in global decarbonisation efforts.
We explore how Russia's economy is adapting to Western sanctions by pivoting to new markets in Asia, and what this shift means for global trade and economic stability
Overcapacity, struggling prices, uncertain monetary settings, peaking demand growth and supply security concerns were all on the agenda at our recent Future Facing Commodities event
Metals and mining are at the heart of the global transition – but trade wars, cost inflation and volatile demand are rewriting the rules. The winners will be those who act now.
As ESG legislation evolves, stakeholders across oils and chemicals value chains need to adapt to circular business models.
A more mature tight oil sector means investors are looking for value, not just growth. Achieving value will mean limiting reinvestment and reducing production.
Lower zinc prices, premiums and treatment charges mean 2024 will be another challenging year for the world’s zinc producers.
At our recent Future Facing Commodities event, we explored how a looming supply glut can be addressed.
Lower LNG flows collide with already soft seasonal fundamentals.
Global gas-fired power faces both opportunities and challenges through 2040, as manufacturing constraints, rising costs and regional dynamics shape the sector's outlook.
Catch up on the key insights and discussions you missed at the 2025 event.
Gulf Coast region development shapes the future of the broader US gas market.
Utility commitments to large loads reveal new clarity on where and when data centre capacity will emerge
In a world being redefined by powerful macro forces, how can the metals and mining sector adapt?
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