Energy transition
Exclusive EU ETS Pre-Reform Pause
Trading activity in the EU ETS has stalled, with markets in wait‑and‑see mode ahead of the upcoming policy review while increasingly pricing in signals of looser supply.
From HBEs to EREs in the Netherlands – New income opportunities for smaller businesses and households in electric mobility
With the move from HBEs to EREs, new ways to earn from electric mobility emerge in the Netherlands, although returns remain uncertain.
Supply chain constraints are curbing US data center development
Physical and geopolitical systems are hindering data center growth. Power, water, critical materials, and skilled labor are turning into binding constraints.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
The great electrification: Nuclear energy in the changing power system
With aging reactors, high costs, and slow build times, Europe's nuclear output will depend on lifetime extensions rather than new capacity.
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...