Navigating the energy transition

Our service

We report and analyse the factors shaping markets and investment in the global energy transition.

We track important commercial, technological and policy developments in major economies.

We give clients facing investment decisions a global context of the competitive landscape.

We have a faculty of experts with insights into energy markets, climate policy and the overlay of country risk.

Our service is specialised to client purposes.

What we track and explain

  • Uncertainty over policy stability of the US and China

  • Industrial protectionism and subsidy intervention

  • Weaponisation of security policy as a trade preference

  • Business strategies seeking to manage the transition of legacy fossil fuel assets

  • Carbon pricing models and border adjustment mechanisms

  • Policy interventions that disrupt energy markets

  • Uncertainty in the viability and acquittal of carbon offsets

  • New technologies proven at scale

  • The evolution of green taxonomies

Our energy team