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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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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.

19 November 2025
RaboResearch

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.

19 November 2025
RaboResearch

Lower the steaks, raise the stakes

US stocks closed mixed on Friday to cap off a week where concerns over valuations caused substantial wobbles...

17 November 2025
RaboResearch

The energy transition in Europe, Part 1: More constraints than certainties

EU industry faces rising energy costs and supply risks. Grid upgrades and renewables are key to restoring competitiveness and resilience, but challenges lie ahead.

13 November 2025
RaboResearch

Exclusive Gas & Power Winter Rebalancing

Lower gas prices in 2026 will only slightly offset rising carbon costs, keeping European power price declines curtailed amid structural market pressures.

21 October 2025
RaboResearch

Backup power for Europe - part 7: Conditions for BESS in France are improving

France’s BESS market is gaining ground as rising renewables, price volatility, and regulatory reforms improve conditions for grid-scale battery storage.

8 October 2025
RaboResearch

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.

8 October 2025
RaboResearch

Europe’s biomethane landscape: Between ambition and reality

Meeting the REPowerEU biomethane target of 35bcm by 2030 will require overcoming key barriers, including regulatory fragmentation and infrastructure gaps.

1 October 2025
RaboResearch

Balancing biomethane growth and emissions in the Netherlands

This report assesses the climate impact of biomethane from manure, showing its potential as a transition fuel – if scaled without increasing livestock numbers.

22 September 2025
RaboResearch

From niche to norm: Europe’s EV charging infrastructure in 2025

Europe’s electric vehicle boom demands 3m new public chargers by 2030. This report explores deployment trends, policy, market leaders, and grid solutions.

11 September 2025
RaboResearch

Exclusive Global trends in sustainability reporting: From voluntary to mandatory

Sustainability reporting is becoming a global norm for listed and large food and agribusiness companies, with a path toward consistent and reliable sustainability data.

10 September 2025
RaboResearch

Carbon capture, utilization, and storage in Europe - Part 1: A critical tool for decarbonization

Carbon capture, utilization, and storage is key for industrial decarbonization and climate neutrality. Here, we review the value chain, current projects, and policy...

20 August 2025
RaboResearch