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
Ranking Resilience: Economies Adapting to Climate Risk
Climate is reshaping the global economy. Losses from major weather events are now estimated at $1.4 trillion each year, and as the damaged assets, disrupted supply chains and declines in productivity ...
20 Nov 202533min
Heavy Duty, Low Carbon: How Trucks Are Going Electric
The 85 million medium- and heavy-duty trucks on the road last year were responsible for nearly a 10th of global emissions, and an array of technologies and business models are in trial as a way to cut...
13 Nov 202533min
The Hydrogen Hurdle: Costs, Policy and Progress
Hydrogen was once the golden child of the energy transition. Yet high costs and limited policy support proved high hurdles for the technology’s progress, global deployment has fallen well short of exp...
5 Nov 202532min
