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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Exclusive Too Hot to Cool Down
Geopolitical risk is keeping gas prices high, feeding directly into Europe’s gas-exposed power markets.
America's largest power market cannot buy enough capacity
PJM’s 2026 capacity auction underscored a second consecutive year of capacity shortages.
Battery Energy Storage Systems in Europe
Battery energy storage systems (BESS) are expected to play an instrumental role in integrating the increasing share of intermittent renewable energy sources.
Backup power for Europe - part 8: Ranking BESS market attractivity in the Nordics
Nordic BESS attractiveness is rising, with Finland and Sweden offering the strongest opportunities, Denmark facing grid constraints and Norway lagging.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
CCUS and natural gas: three pathways to scale, but with limits
CCUS is most likely to scale in applications where infrastructure access, high utilization, and supportive economics converge.
The great electrification: The power of the sun in the EU
Solar is central to Europe’s energy system, but midday concentration drives price declines and grid pressure. Battery storage is key to unlocking further growth.
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: 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.
