Clean energy markets
The refinery route: The shortcut to RED III compliance
Refineries are emerging as a practical source of early EU demand for renewable hydrogen and a common pathway to RED III compliance.
Research
Will renewable hydrogen ever gain traction in the Netherlands?
Despite ambitious EU hydrogen targets, the actual Dutch obligation for renewable hydrogen uptake is much lower than many stakeholders may assume.
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
CCUS and natural gas: three pathways to scale, but with limits
CCUS is most likely to scale in applications where infrastructure access, high utilization, and supportive economics converge.
Research
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.
Research