How Far Will Renewable Power Go?

How fast will renewable power push its way into the energy mix and what will be the drivers? What sectors are going to be electrified and at what pace? How will protectionism and national industrial policy impact the affordability and availability of renewable energy? Can grid development and storage keep up with supply and what will happen if they can’t?

Will Economic Reality Realign Europe’s Supply Again?

How will Europe’s push to get off Russian energy impact the continent’s economy and politics? Will consumers, including large industrials, be able to afford energy that is cleaner and more secure, but significantly higher cost? What are the global impacts of Europe’s massive energy overhaul?

Will Net Zero Remain the Standard?

How are public and private capital looking at exposure to carbon, and what does this mean for companies in the energy business? Will “net zero” remain the touchstone for climate-focused investors or will it be replaced by other metrics? How will ideas about sustainable approaches to investment change, as we move through a rocky energy transition?

How the Ukraine Crisis Has Changed Global Gas

How has the global gas landscape changed in the past year? What do these changes mean for the flows between producers like Russia, Norway and the US, traditional buyers like Europe, Japan and China, and emerging consumers, including India? What does this all mean for long-term gas use through the energy transition?

How Best to Navigate Climate, Supply Security and Shareholder Returns

How can oil and gas companies best navigate the competing priorities of supply security, transition, shareholder demands and portfolio limits? Can companies move faster through the transition than consumers? Should they get more involved in shifting demand? What do shareholders and stakeholders want from incumbent energy players?

The emerging contests, opportunities and risks of the low-carbon transition

The low-carbon transition is reshaping global geopolitics as nations jostle for position in the new energy economy. How will tensions between the US and China, and between producers and consumers, play out? Will demand for minerals, metals and other materials create new tensions? What happens to countries that are left behind? What other sources of instability could arise, like migration?

How Today's Events Will Reverberate Across the Region

How can the region avoid a wider war? What needs to happen to de-escalate the situation? What role can the Palestinian Authority play? Can the Israeli-Palestinian issue be contained and is there any potential for resolution? What are the implications for the Mideast Gulf? How will the energy industry be affected?

The Messy Shift Toward a Multipolar World

How has the conflict in Ukraine accelerated the geopolitical and economic shifts away from a unipolar world and toward a multipolar order? What does the rise of China mean for US dominance? How will large emerging countries like Saudi Arabia, India and Brazil assert their own independent path, while balancing their traditional alliances. What does this mean for energy companies and commodities which flourished over the past 20 years of steady globalization?

Exploring the Intersection of National Interests and Energy Supplies

Europe’s Russian oil embargo and the G7 price cap rerouted oil and product markets – is this a permanent reordering or just a temporary shift? How are consuming nations trying to influence markets through strategic storage and geopolitical relations? How are producers responding? Who are the winners and losers? How have new trade connections changed the relationships between key producers and consumers?

How Can CCUS Fulfill Its Promise Profitably

Can companies deliver the carbon capture the world needs at a price that shareholders can support? What is the balance of industrial advancement and government policy needed to scale the industry? What do business models look like and who will pay for them?

Opportunities and Obstacles for Trade, Markets and Costs

What needs to happen for hydrogen to live up to the hype? How fast can substantial local, regional and international markets develop? Are we focusing too much on supply, and not enough on demand?