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ENERGY TRANSITION ANALYSIS

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Latest Analysis

Latest

EI NEW ENERGY

US Hydrogen Players Hold Onto Optimism

Billions in clean energy investments and dozens of hydrogen projects hang in the balance amid political uncertainty in the US, but developers haven't given up.
Wed, Apr 30, 2025
EI NEW ENERGY

Banks Exiting Net-Zero Alliances 鈥� and Not Just US Banks

The Net-Zero Banking Alliance has loosened targets amid an exodus of its North American and Japanese members.
Wed, Apr 30, 2025
EI NEW ENERGY

France: Decarbonized Electricity Meets Lack of Demand

France's case illuminates possible challenges and opportunities awaiting countries as they move to heavily decarbonized grids 鈥� including the risk of surplus renewable generation.
Wed, Apr 30, 2025
EI NEW ENERGY

Gas-Rich Qatar Eyes Decarbonization Over Diversification

Qatar's transition strategy, largely through state-owned QatarEnergy, is focused on CCS, clean ammonia and renewables as it prioritizes decarbonizing its own operations.
Wed, Apr 30, 2025
EI NEW ENERGY

Chinese EVs Show No Signs of Slowing 鈥� at Home or Abroad

China's domestic EV market is benefiting from government incentives and technological advances, while trade talks are brightening the picture for exports.
Wed, Apr 30, 2025
EI NEW ENERGY

Japan, South Korea Eye Strategic Stakes in Clean Ammonia

Both are encouraging demand for the new fuels, particularly in the power sector via coal co-firing, while also seeking out opportunities abroad.
Wed, Apr 30, 2025
EI NEW ENERGY

Canada's Carney to Lighten Climate Policy

Newly elected Canadian Prime Minister Mark Carney is expected to maintain the country's climate policies with a lighter hand than his predecessor, Justin Trudeau.
Wed, Apr 30, 2025
NEFTE COMPASS

Russia's New Strategy Prioritizes Oil Over Energy Transition

Russia's 2050 Energy Strategy has gone lukewarm on the green transition.
Wed, Apr 30, 2025
NEFTE COMPASS

Novatek GHG Emissions Rise on Higher Production

The Russian company's direct greenhouse gas emissions rose by 1% in 2024 due to higher natural gas production and expanded LNG operations.
Wed, Apr 30, 2025
ENERGY INTELLIGENCE FINANCE

Market Dynamics, Strategy Resets See Majors Cut SAF Plans

BP and Shell have axed almost all their SAF production plans, while their US peers remain cautious 鈥� only Total still seems keen on the clean jet fuel.
Tue, Apr 29, 2025
ENERGY INTELLIGENCE FINANCE

European Majors Curb Earlier EV Charging Ambitions

BP, Shell and TotalEnergies continue to expand their electric vehicle charging networks but more slowly and with less bullish targets than before.
Tue, Apr 29, 2025
JET FUEL INTELLIGENCE

Wizz Air Wants More SAF

The Hungarian low-cost carrier is relying on SAF to more than halve its carbon footprint by 2050.
Fri, Apr 25, 2025

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ENERGY INTELLIGENCE NEWS

Oman Launches Third Green Hydrogen Auction With Improved Terms

Hydrom has extended the auction timelines while offering potential developers more flexibility in land usage.
Wed, Apr 30, 2025
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News list

ENERGY INTELLIGENCE NEWS

Oman鈥檚 LNG Bunkering Plans Take Shape
Tue, Apr 29, 2025
ENERGY INTELLIGENCE NEWS

Repsol Sells US Solar Stake to Stonepeak
Tue, Apr 29, 2025

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Energy Transition Research

ENERGY TRANSITION RESEARCH

Low-Carbon Investment Tracker Data, April 2025

Announced low-carbon spending by major energy companies was $6.7 billion in Q1鈥�25. The latest data from 博彩对冲's Low-Carbon Investment Tracker, accompanying the recently published report, covers investments, acquisitions and initiatives announced or approved through the first quarter of 2025.
Thu, Apr 17, 2025
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Research

ENERGY TRANSITION RESEARCH

Low-Carbon Investment Tracker: Another Downbeat Quarter
Thu, Apr 17, 2025
ENERGY TRANSITION RESEARCH

Levelized Cost of Energy (LCOE): Renewables Costs Resume Decline
Tue, Apr 1, 2025

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Energy Transition Data

EI NEW ENERGY DATA

Electric Vehicle Sales and Fleet Penetration

Data and summary charts on monthly or quarterly EV sales for key markets (US, Europe and China), along with the percentage of fleet penetration for each market. This includes data back to 2010 (US), 2016 (EU) and 2018 (China).
Wed, Apr 30, 2025
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Data

EI NEW ENERGY DATA

Biofuel Fundamentals
Wed, Apr 30, 2025
EI NEW ENERGY DATA

NE Data Service Files in Zip Format
Wed, Apr 30, 2025

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