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
Stay up to date on the energy transition with this free RaboResearch newsletter. Subscribe to get the latest developments delivered to your inbox.
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...
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.
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.
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.
