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Highlights
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NUCLEAR INTELLIGENCE WEEKLY
Vattenfall's Desiree Comstedt on New Nuclear Plans
Vattenfall's Desiree Comstedt lays out the Swedish utility's plans for SMRs at its Varo Peninsula site, and the potential for further domestic newbuild projects.
Thu, Sep 18, 2025
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EI NEW ENERGY
Electrolyzer Makers Take Many Routes to Drive Down Costs
Thu, Sep 18, 2025
EI NEW ENERGY
China Targets Renewable Power to Support AI Growth
Wed, Sep 17, 2025
EI NEW ENERGY
Hydrogen Project Pipeline Thins, But Still Moving
Wed, Sep 17, 2025
ENERGY INTELLIGENCE NEWS
China to Keep Cap on Products Exports
Wed, Sep 17, 2025
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ENERGY INTELLIGENCE NEWS
EU Will Miss NDC Deadline as Australia Sets New Target
The EU's new climate pledge remains delayed while Australia unveils a modest target, highlighting fragile global ambition ahead of COP30 in Brazil.
Thu, Sep 18, 2025
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ENERGY INTELLIGENCE NEWS
Saudi Arabia Launches 5.3 GW Renewable Energy Tender
Thu, Sep 18, 2025
ENERGY INTELLIGENCE NEWS
Oxy, NYK Ink Second Stratos CO2 Removal Credits Deal
Wed, Sep 17, 2025
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WORLD ENERGY OPINION
The Future of US Carbon Capture Under the Big Beautiful Bill
Carbon capture is gaining momentum in the US as expanded tax credits and new legislation improve project economics and attract investment.
Tue, Sep 16, 2025
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Analysis list
EI NEW ENERGY
Global Renewable Investors Stick With US Despite Storm Clouds
Mon, Sep 15, 2025
ENERGY INTELLIGENCE FINANCE
Exxon Outpaces Chevron in Low-Carbon Space, But Risks Emerge
Fri, Sep 12, 2025
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Latest Research
ENERGY TRANSITION RESEARCH
Carbon Markets: CBAM and Article 6 Provide New Momentum
Regulated carbon markets are expanding in number and scope. Their impact to date has been limited and at times counterproductive. But reforms to the EU and China’s schemes – and the impending introduction of schemes in Brazil and India – are adding to momentum. At the same time, recent declines in voluntary carbon market activity reflect the sector’s credibility issues. But we expect steady if unspectacular growth as challenges are overcome.
Wed, Sep 17, 2025
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Research List
ENERGY TRANSITION RESEARCH
Technology Monitor: Nuclear ‘Renaissance’ Unlikely
Tue, Sep 16, 2025
RISK RESEARCH
United States: Big Beautiful Bill Cements Major Energy Policy Shift
Thu, Jul 31, 2025
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EI NEW ENERGY DATA
Levelized Cost of Hydrogen
Wed, Sep 17, 2025
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COP29
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ENERGY COMPASS
Climate Diplomacy Faces Towering Tests as Urgency Grows
COP30 sits at the crossroads of climate ambition and power politics, testing whether multilateralism can survive in an era of global fragmentation.
Thu, Aug 28, 2025
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Story 2
EI NEW ENERGY
Carbon Trading: Article 6 Structure Takes Shape
The long-delayed Article 6 — the part of the Paris Agreement that governs international carbon markets — is finally moving forward, with details starting to fall into place.
Wed, Jul 23, 2025
Story 3
EI NEW ENERGY
Climate Pledges Under Scrutiny as COP30 Looms
The clock is ticking for countries to deliver new climate pledges. A few in so far have increased ambition, but the overall picture is showing weak spots.
Wed, Jul 9, 2025
Story 4
WORLD ENERGY OPINION
The Climate Is Changing, Insurance Must Too
Insurers must shift from compensation to prevention, using technology to face rising climate risks and build resilience, argues AXA's Pierre du Rostu.
Fri, Jul 4, 2025
Story 5
EI NEW ENERGY
Glaring Gaps in Energy Transition Progress: REN21
Record renewable growth points to clear progress on decarbonization but masks deeper challenges.
Wed, Jul 2, 2025
Nuclear
ENERGY INTELLIGENCE NEWS
Embryonic US-UK Nuclear Projects Touted on Eve of Trump Visit
Multiple US-supplied reactors — both advanced reactors and small modular reactors — could be deployed in the UK.
Mon, Sep 15, 2025
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NUCLEAR INTELLIGENCE WEEKLY
Pretoria Eyes Return to High-Temperature Reactors in 10 GW New Nuclear Goal
The South African government is eyeing a prospective build-out of 10 GW of new nuclear capacity, including a resumption of work on high-temperature reactors.
Fri, Sep 12, 2025
NUCLEAR INTELLIGENCE WEEKLY
Lee Administration Shifts South Korean Nuclear Focus to SMRs
New South Korean President Lee Jae Myung has definitive ambitions to deploy SMRs domestically, but his broader vision for nuclear power is unclear.
Fri, Sep 5, 2025
NUCLEAR INTELLIGENCE WEEKLY
The Open Group Spearheads Oil Major Interest in Nuclear
An initiative from key oil majors and other major industrial firms may open the way toward a whole new sector of nuclear energy demand.
Fri, Sep 5, 2025
NUCLEAR INTELLIGENCE WEEKLY
Switzerland Nears Overturning Its New Nuclear Ban
It's not yet clear whether Switzerland will actually pursue new nuclear capacity.
Fri, Sep 5, 2025
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ENERGY INTELLIGENCE FINANCE
Can the Bumerangue Discovery Get BP Back on Track?
Can BP's potentially giant Bumerangue discovery offshore Brazil finally provide the signature asset it needs to boost its valuation and set its course right?
Tue, Sep 16, 2025
ENERGY INTELLIGENCE NEWS
Adnoc's XRG Arm Walks Away From US$18.7 Billion Santos Deal
As widely expected, the XRG-led consortium has walked away from its cash bid for the Australian E&P, with business, not politics, driving the decision.
Wed, Sep 17, 2025
ENERGY INTELLIGENCE NEWS
China's Strategic Storage Build-Out to Bolster Oil Demand
China is building out its strategic petroleum reserves, which could, when filled, absorb more Opec and non-Opec crude.
Tue, Sep 16, 2025
ENERGY INTELLIGENCE FINANCE
Exxon Outpaces Chevron in Low-Carbon Space, But Risks Emerge
Exxon has pulled clearly ahead of its US rival in terms of progress made to-date, but policy and market headwinds could temper some initial ambitions.
Fri, Sep 12, 2025
ENERGY INTELLIGENCE NEWS
Ukraine Hits Russia's Largest Baltic Sea Port
It is understood that loadings from Primorsk remain interrupted, but the full impact has yet to be assessed.
Fri, Sep 12, 2025
WORLD ENERGY OPINION
The Future of US Carbon Capture Under the Big Beautiful Bill
Carbon capture is gaining momentum in the US as expanded tax credits and new legislation improve project economics and attract investment.
Tue, Sep 16, 2025
Our Experts in Energy Transition
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Our experts' track record of identifying and analyzing emerging trends – such as the rise of electric vehicles, mounting ESG pressures and gas’ uncertain role – typically before they become mainstream, helps our clients anticipate changing customer demands.
Michael Collins
Director, Energy Transition Research
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Philippe Roos
Senior Correspondent
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Editor, EI New Energy
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Editor, World Energy Opinion
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Junior Research Analyst
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Latest Podcasts
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Energy Transition: A Preview of the Energy Intelligence Forum
Energy Intelligence’s Noah Brenner and Ronan Kavanagh preview the upcoming 2022 Energy Intelligence Forum and discuss some of the key topics that will be addressed there.
Wed, Aug 31, 2022
Energy Transition: EV Outlook – Into the Fast Lane
Rapid adoption of EVs is quickly becoming a reality. In this podcast Energy Intelligence experts discuss findings from our recent research on how fast this might happen, and the implications for oil demand.
Tue, Aug 2, 2022
Energy Transition: IPCC Report Findings and Implications
The latest climate science report from the Intergovernmental Panel on Climate Change issues a stark warning that the world will overshoot the Paris Agreement goal unless more urgent action is taken to cut emissions. But what does this mean for the energy sector?
Thu, Apr 14, 2022
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