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Energy transition

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Data centers' hunt for power

The rapid growth of AI is reshaping electricity demand in the US and Europe. We discuss the race to secure reliable power.

Podcast
2 November 2026
RaboResearch

The great electrification: Can Europe’s grids keep pace?

Europe's energy transition is increasingly constrained not by renewable deployment or financing, but by the ability to expand the grid.

Research
2 November 2026
RaboResearch

EU ETS and Waste-to-Energy: Can carbon pricing unlock CCUS deployment?

Carbon pricing improves the case for CCUS in waste-to-energy, but infrastructure, policy support, and carbon removals also matter.

Research
29 October 2026
RaboResearch

The refinery route: The shortcut to RED III compliance

Refineries are emerging as a practical source of early EU demand for renewable hydrogen and a common pathway to RED III compliance.

Research
20 October 2026
RaboResearch

The great electrification: Europe’s race for energy independence

In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."

Podcast
19 October 2026
RaboResearch

The great electrification of EU industry: What will it take?

Despite strong policy support and mature technologies, EU industrial electrification remains slow. The missing ingredient is a viable investment case.

Research
1 October 2026

What the Nordics reveal about the future of Europe’s biomethane

The Nordic biomethane experience suggests that future winners will be those who can connect the multiple services biomethane offers to the sectors that need them most.

Research
22 September 2026
RaboResearch

One’s trash is another’s treasure: European circularity moves from ambition to regulation

The EU is moving from circular-economy ambition toward binding market rules.

Research
17 September 2026
RaboResearch

The great electrification: Natural gas is the bridge Europe can’t burn

As Europe electrifies, natural gas will remain a critical bridge fuel, supporting affordability, energy security, and competitiveness while renewable solutions scale.

Research
17 September 2026
RaboResearch

Will renewable hydrogen ever gain traction in the Netherlands?

Despite ambitious EU hydrogen targets, the actual Dutch obligation for renewable hydrogen uptake is much lower than many stakeholders may assume.

Research
10 September 2026
RaboResearch

The great electrification of the residential built environment

The residential sector is moving from fossil-fuel dependence toward electrification. The key challenge is managing demand flexibly within grid limits.

Research
9 September 2026

No frills: Where North American CCUS is getting built and what’s holding it back

North American CCUS projects are concentrating where infrastructure, storage, policy support, and local acceptance align.

Research
8 September 2026
RaboResearch
Energy transition - Rabobank