How Big Oil Is Investing in the Energy Transition
The oil and gas sector invested $33.4 billion in the energy transition last year. Yet while this figure suggests that decarbonization is a serious consideration for some fossil-fuel majors, just seven...
11 Jun 202529min
Getting Decarbonization Megaprojects Off the Ground
Europe is making quick work of executing large industrial decarbonization infrastructure projects. The continent now boasts large-scale facilities for carbon capture, storage and transit in the UK, De...
4 Jun 202537min
Weathering the Storm: Climate Risk Stress Tests
Extreme weather has always meant extreme risks for businesses and investors. Yet climate change has varied the calculus, and many businesses are facing new, potentially existential risks as the world ...
29 Mai 202533min
CORSIA’s Flight Plan for Credible Carbon Markets
A United Nations-led aviation decarbonization scheme could offer some respite for carbon credit markets mired in controversy. With the Carbon Offsetting and Reduction Scheme for International Aviation...
22 Mai 202530min
Silicon States: US Data Center Expansion in the AI Era
The rise of AI data centers is reshaping the outlook for US power markets. Forecast to account for nearly a 10th of all US electricity demand by 2035, data centers are gobbling up power more quickly t...
14 Mai 202528min
Powering Ahead: The Future of US Renewable Investment
Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sourc...
7 Mai 202536min
Trump’s First 100 Days: Tariffs, Turmoil and Policy
One hundred days of the second Trump presidency have passed, and the impact has already been significant. While running for president, Donald Trump put the Inflation Reduction Act, ESG investing and c...
30 Apr 202534min
Crude Reality: Oil Demand Growth Falls After Tariffs
Oil demand growth outlooks have taken a heavy hit in recent weeks. In the wake of the Trump administration’s “Liberation Day” tariff announcements, US business and consumer sentiment tanked and global...
23 Apr 202526min
