Energy transition

The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
In focus

The great electrification: Can the EU deliver its wind power ambitions?
Europe’s wind ambitions remain strong, but permitting, grids, auctions, and financing will determine the pace of future capacity growth.
Research

Exclusive Unwrapped: Plastic packaging matters | August 2026
Unwrapped Q3 explores how PPWR, EPR, recyclability standards, feedstocks, and tariffs are reshaping the packaging value chain.
Research

Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Research

Exclusive Too Hot to Cool Down
Geopolitical risk is keeping gas prices high, feeding directly into Europe’s gas-exposed power markets.
Research

America's largest power market cannot buy enough capacity
PJM’s 2026 capacity auction underscored a second consecutive year of capacity shortages.
Research
