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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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.
Carbon capture, utilization, and storage in Europe - Part 2: Costs, financing and the race to scale up
This report provides an overview of carbon capture, utilization, and storage (CCUS) project cost characteristics, support schemes, and the current project pipeline...
How finance and tender design drive Europe's city bus transition
Finance and contract structures are critical enablers for accelerating the transition to zero-emission city buses in Europe, especially as subsidies phase out.
The energy transition in Europe, Part 2: How EU policy has responded to Draghi’s call to action
The EU’s policy push answers Draghi’s call, but real progress on energy independence and competitiveness demands faster action and record investment.
Lower the steaks, raise the stakes
US stocks closed mixed on Friday to cap off a week where concerns over valuations caused substantial wobbles...
