Hormuz Delivers an Aluminum Shock: Analyst Reaction
Severe disruption in the Strait of Hormuz is rippling far beyond oil markets. Around 10% of global aluminum supply is tied to the Middle East, and with exports constrained, prices are surging and supp...
27 Apr 10min
Nuclear Fusion Powers Up for Commercial Breakthrough
Fusion energy is entering a new phase. After decades as a scientific pursuit, the sector is attracting billions in private and public capital, with big tech, oil companies and governments all racing t...
22 Apr 32min
PJM Grapples With Data Center Load and Supply Gaps
PJM Interconnection is entering an era of explosive power demand. Home to a significant share of the world’s data centers, the largest US electricity market could soon be facing sky-high prices and sc...
15 Apr 28min
Spanish Blackout Lessons One Year On: Analyst Reaction
It’s been nearly a year since Spain’s catastrophic blackout and key questions remain. Post-mortem reports point to a complex chain reaction in the grid, with no single trigger and gaps in coordination...
13 Apr 11min
How Fuel Price Shocks Are Rewiring Clean Tech Trade
Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift toward clean technologies, from solar and batteries...
8 Apr 36min
Beyond Climate: The Rise of Nature Risk
Nature risk is becoming a critical challenge for companies. It’s also incredibly complex. Exposure spans an array of largely local issues, from water and biodiversity to waste and pollution, making it...
2 Apr 35min
Finding Opportunity in a Complex Energy Transition
The energy transition is entering a more complex phase. Geopolitics, trade tensions and rapid technological change are reshaping markets, creating new risks as well as new opportunities. Demand is ris...
31 Mars 20min
