Progress Amid Fragmentation: Energy Transition to 2030
The push toward a lower-carbon global economy ran into strong headwinds last year, and 2026 offers little sense of a clean reset. Political uncertainty, uneven policy support and slower progress in so...
8 Jan 15min
LNG, Biofuels and the Future of Maritime Transport
Maritime shipping is a notoriously tricky sector to decarbonize, yet options for a greener industry are slowly emerging. Bio-LNG is helping clean up fuel tanks. New ship-building and navigational tech...
31 Dec 202533min
Pay-Per-Mile Comes to UK EVs: Analyst Reaction
The UK’s latest budget sends mixed consequential signals for electric vehicles. A sharp increase in purchase subsidies is paired with plans for a new pay-per-mile charge, reshaping the economics of EV...
23 Dec 202511min
Surplus for Many, Strain for a Few Transition Metals
Global metals markets are shifting faster than anyone expected. Once projected to face widespread shortages, most key energy transition metals now show far more balanced outlooks. Surpluses are pushin...
18 Dec 202529min
Heavy Industry’s Bumpy Path to a Low-Carbon Future
Heavy industry faces one of the hardest paths to net zero, yet momentum is starting to build. New decarbonization commitments reached nearly $15 billion by mid-2025. The largest chunk of investment is...
11 Dec 202537min
From Mini EVs to Mega Scale: China’s Cars Go Global
China’s electric vehicle market is moving at extraordinary speed. Generous incentives, trade-in subsidies, and aggressive pricing have fueled mass-market growth, and roughly half of the cars sold in t...
4 Dec 202529min
How Smart Chips Are Rewiring the Car Market
As vehicles become increasingly intelligent and connected, the chips powering them are transforming the automotive industry. Traditional supply chains are giving way to new partnerships, and advanced ...
28 Nov 202525min
Adaptation and Resilience: A New Investment Imperative
How well prepared are we for a warming world? Climate adaptation is quickly moving from theory to strategy, reshaping investment priorities and exposing new risks and opportunities. On this bonus epis...
22 Nov 202519min
