Energy security, power systems, commodities and the industrial investment needed to meet rising demand.
Energy & IndustryCreate a source-led system for demand, capacity, grids, finance and prices. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare targeted protection with fiscal cost, incentives and distribution. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryAssess household cost, peak demand, building quality and tariff design. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare energy density, infrastructure, emissions, safety and vessel life. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryConnect avoided cost, rebound, baseline, financing and split incentives. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryBuild a total-cost framework for infrastructure clusters. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare volume, location, shape, credit and settlement terms. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryTrace configuration, maintenance, product balances and regional trade. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryMap fuel, freight, fertilizer, wages, expectations and policy response. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare equipment efficiency, grid capacity, reliability and fuel substitution. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryEvaluate capture rate, energy penalty, hubs, liability and policy support. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare electricity, utilization, transport, alternatives and willingness to pay. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryAssess mining, conversion, enrichment, inventories and contracting. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryConnect mine development, grades, recycling and network buildout. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryMap refining, processing, technology choices, recycling and geopolitics. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryExplain why project cost depends on finance, equipment, permitting and offtake. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryConnect module prices with curtailment, storage, transmission and financing. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryTest arbitrage, ancillary services, degradation, duration and market design. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare tariffs, public funding, connection charges and regulated returns. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryTrace liquefaction, vessels, regasification, destination clauses and spot exposure. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryUse inventories, spare capacity, decline rates and product demand. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare financing, construction risk, capacity value and long asset life. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryAssess dispatchability, pipelines, emissions, contracts and regional constraints. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustrySeparate data centres from broader buildings, industrial and electrification demand. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare fuels and regions through affordability, reliability, investment and trade. A source-led 2026 framework covering evidence, transmission channels, scenarios, risks and the indicators that can change the conclusion.
Energy & IndustryCompare power cost, electrolyzers, transport and end-use alternatives. This evidence-led guide explains the mechanism, transmission channels, scenarios and signals that can change the conclusion.
Energy & IndustryExamine regulated returns, connection queues, cost allocation and affordability. This evidence-led guide explains the mechanism, transmission channels, scenarios and signals that can change the conclusion.
Energy & IndustryMap mining, refining, processing, substitution and recycling exposure. This evidence-led guide explains the mechanism, transmission channels, scenarios and signals that can change the conclusion.
Energy & IndustryExplain arbitrage, ancillary services, capacity, degradation and financing. This evidence-led guide explains the mechanism, transmission channels, scenarios and signals that can change the conclusion.
Energy & IndustryInclude grids, storage, curtailment, financing and capacity value. This evidence-led guide explains the mechanism, transmission channels, scenarios and signals that can change the conclusion.
Energy & IndustryAnalyze spare capacity, compliance, non-OPEC supply and fiscal needs. This evidence-led guide explains the mechanism, transmission channels, scenarios and signals that can change the conclusion.
Energy & IndustryAssess dispatchability, pipelines, emissions, power contracts and regional constraints. This evidence-led guide explains the mechanism, transmission channels, scenarios and signals that can change the conclusion.
Energy & IndustryData-centre growth links chips and cloud demand to grids, generation, cooling, land and permitting. Capacity is valuable only where power can arrive reliably.
Energy & IndustryEnergy shocks affect more than fuel bills. They reach inflation, trade balances, government budgets, business margins and household spending through several channels.
Energy & IndustryThe Future of Energy Transition in Europe: Balancing Costs and Opportunities Europe stands at the heart of the global energy transition.
Energy & IndustryWhile demand for fossil fuels remains high, both at home and abroad, the sector is under growing scrutiny to align with climate targets.
Energy & IndustryExxonMobil to cut 2,000 jobs globally amid restructuring plan . ExxonMobil, one of the largest energy companies globally, has announced a plan to cut approximately 2,000 jobs
Energy & IndustryBig Oil remains bullish long term despite short-term pressures . Despite a gloomy outlook in some quarters, major oil companies are expressing long-term optimism even as they
Energy & IndustryFuture of Ovo Energy uncertain after failing regulator stress tests . Ovo Energy, one of the UK’s major electricity and gas suppliers, finds itself in a precarious position
Energy & IndustryPrivate investment surges in LNG infrastructure globally . Global private capital is increasingly flowing into liquefied natural gas (LNG) infrastructure, a trend fueled by
Energy & IndustrySurging U.S. electricity costs threaten clean energy investment Recent data suggests that electricity costs in the United States are rising sharply, driven by increasing