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 great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
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.
Data center growth in Europe expands to emerging markets
Structural constraints in electricity systems and supporting infrastructure will increasingly shape data center growth in Europe.
North America’s data center outlook: Strong demand, power hungry
Power access and community consent – not demand – will shape where North America’s next data centers rise, as the US, Canada, and Mexico expand at different speeds.
Europe’s hydrogen infrastructure: The gap between ambition and reality
Europe has set ambitious goals for a continent-wide hydrogen network, but actual progress remains limited.
Exclusive Europe's Gas Recalibration
Structural challenges in heating, industry, and power mean Europe’s natural gas use is on a gradual downward trajectory over the next decade, yet challenges remain.
The great electrification: The EU’s drive toward a green, affordable, and autonomous energy system
Electrification in the EU is shifting from a climate goal to a strategy to tackle competitiveness challenges and the geopolitical risks of relying on fossil fuel imports.
Exclusive Energy Charts of the Week
February 2nd update to our Energy Charts of the Week Series.
The US scrambles to meet surging power demand by 2030
The US power grid wasn't built for this decade's challenges. Can the gap between current generation capacity and 2030 peak demand be closed in time?
Energy transition and feedstock demands in Europe with RaboResearch Global Energy Transition Strategist Susan Hansen
Europe’s energy sector is transitioning, and demand for different types of alternative fuels is changing. These shifts impact Australia's canola exports for Europe’s ...
Exclusive Bear Season (How Low Can It Go?)
Our detailed thesis contrasts the current market narrative of oversupplied oil markets in 2026 with the physical constraints that prevent $30-40 prices from happening.
