Energy transition
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Energy Transition Newsletter
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Supply chain constraints are curbing US data center development
Physical and geopolitical systems are hindering data center growth. Power, water, critical materials, and skilled labor are turning into binding constraints.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
The great electrification: Nuclear energy in the changing power system
With aging reactors, high costs, and slow build times, Europe's nuclear output will depend on lifetime extensions rather than new capacity.
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
The sprint: Data centers are building a parallel energy system in the US
Hyperscalers are moving from buying power to owning the power pipeline in the US.
The great electrification: Can the EU power its AI ambitions?
The EU's AI ambitions are accelerating data center demand and pressuring power systems. This report shows how electrification and grid limits shape EU data center growth.
Spain’s renewable hydrogen bet: A test for the EU’s hydrogen ambitions
Spain is betting big on renewable hydrogen, leveraging Europe’s lowest‑cost renewable electricity to position itself as a production and export hub.
The great electrification of transport: Unlocking efficiency gains
The transport sector consumes 47% of all of the EU’s oil demand, and given the lack of significant oil reserves, this is almost entirely imported from abroad.
Exclusive A Pause, Not a Pivot, in EU ETS
No immediate EU ETS intervention despite the energy shock: Oil and gas prices have surged since the Iran war began, but the EU is not moving toward aggressive ETS reforms
How the EU maritime sector can decarbonize through biofuels, onshore power, and efficiency
A look at how FuelEU Maritime reshapes EU short sea shipping through biofuels, onshore power supply, and ship efficiency, amid long term biomass and grid challenges.
The great electrification: Insights, gaps, and investment implications through scenario analysis
A comparative scenario review revealing electrification as a structural trend in the EU energy system, with all pathways showing rapid acceleration beyond 2030.
Exclusive Wind and solar energy growth in Australia’s farming regions
This report outlines the main opportunities, risks, and key considerations for Australian farms considering working with wind and solar projects.
