Energy transition
Stay informed about the global energy transition with expert analysis on the latest innovations, investments, and legislation shaping the industry.
Energy Transition Newsletter
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The marathon: Can behind-the-meter data center power solutions endure the decade in the US?
Data centers are scaling behind-the-meter power. The challenge now is endurance, cost, and choosing the best mix of strategies.
Exclusive EU ETS Pre-Reform Pause
Trading activity in the EU ETS has stalled, with markets in wait‑and‑see mode ahead of the upcoming policy review while increasingly pricing in signals of looser supply.
From HBEs to EREs in the Netherlands – New income opportunities for smaller businesses and households in electric mobility
With the move from HBEs to EREs, new ways to earn from electric mobility emerge in the Netherlands, although returns remain uncertain.
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
