49 of 49 sessions · All days
Energy GCCs are moving into a new phase. Beyond engineering and digital delivery, they can increasingly own global digital products, remote asset monitoring, AI platforms, cyber response and other…
More than 80 Small Modular Reactors (SMRs) are under development worldwide, though few have reached commercial operation. SMRs promise smaller projects, factory-built units and greater site…
The majority of global hydrogen production is still not low-emissions, and most countries are on track to miss meeting the 2030 targets they have announced. The IEA estimates that 22 Mt of announced…
Energy and climate-technology ventures typically require more capital, longer development periods and greater physical demonstration than conventional digital businesses. The term sheet therefore…
Exploration starts with data: acquiring seismic, well and geological data, processing it into a usable subsurface picture, and holding it where it can be found and reused. Few countries have this…
The fuel station is becoming a broader energy and mobility hub. As demand shifts and margins on traditional fuel come under pressure, operators are adding multi-fuel charging, convenience retail,…
Energy companies are using AI to improve predictive maintenance, reservoir modelling, inspection, process optimisation and asset performance. Robotics, drones and autonomous systems are extending…
Geothermal power has been limited to a few regions with accessible heat close to the surface. New drilling techniques, enhanced geothermal systems and closed-loop designs could extend geothermal…
Carbon capture, utilisation and storage (CCUS) sits at very different levels of maturity and cost across applications. Capture on concentrated streams is commercially viable in places, while capture…
Energy companies are widening their innovation portfolios across clean fuels, digital, AI and advanced technologies. At the same time, startups are bringing new technologies and business models into…
A large share of global oil, gas and LNG trade passes through a small number of maritime chokepoints. Disruption around routes such as Hormuz and the Red Sea has rerouted cargoes and lengthened…
Deepwater basins globally were unlocked through a combination of technology and sustained capital, a playbook India is now applying to its own coastline. Gas finds along the eastern seaboard, in the…
Geopolitical disruption, contested maritime chokepoints and concentrated supply have renewed interest in strategic energy reserves. Crude remains central, though import-dependent economies are also…
Geopolitical shifts, sanctions and redrawn trade routes are reshaping how crude is bought and sold. Disruptions around a single route can move prices sharply and redirect flows within days. Sourcing…
Coal gasification can convert coal into syngas that feeds chemicals, fertilizer and fuels, allowing coal-rich economies to reduce dependence on imported feedstocks. Economics rather than technology…
Growing energy trade and an ageing fleet are increasing demand for tankers, LNG carriers and specialist vessels. Global shipbuilding is currently concentrated in just a few countries, creating an…
AI and data-centre growth is creating a new source of large, concentrated and round-the-clock electricity demand. For power providers, this creates a significant growth opportunity while placing new…
City gas networks have scaled successfully in Japan, Italy and the UK, where dense demand and stable regulation made the economics work. Emerging economies are now extending piped gas to homes,…
Global LNG demand is forecast to rise by around 60% over the next fifteen years, and the long-term contracts that underwrite new capacity are being written now. Recent years have tested whether terms…
Agricultural residue, municipal waste and used cooking oil can be converted into ethanol, biogas and sustainable aviation fuel. The opportunity spans transport, industry and waste management, though…
Cross-border pipelines are returning to the agenda as countries seek new supply routes and stronger regional energy links (such as the Albania–Italy corridor, the proposed Oman–Saudi connections and…
The aviation industry has committed to blending targets that current sustainable aviation fuel supply cannot meet across most economies. Several countries hold the feedstock, the refining base and…
Many of the world's offshore fields are mature, having produced for decades, but still hold significant reserves. As capital for new fields tightens, operators are focusing on these assets:…
Refiners across the world, and especially in Asia, are investing heavily in petrochemical capacity, with the majority of it concentrated at the commodity stage. As that capacity comes online,…
Electrification, variable generation and rising demand are increasing both the scale and complexity of electricity systems. Across markets, ageing infrastructure and long connection queues are…
India has run one of the world's largest clean-cooking efforts, using several approaches at once. LPG access was extended at scale through PM Ujjwala Yojana, with over 10 crore connections. Piped…
The first major wave of EVs and storage batteries is approaching end of life, creating new opportunities for reuse and mineral recovery. Recycling can recover lithium, cobalt and nickel, reducing…
India is one of the world's largest refiners and a major exporter of petroleum products, with capacity above 267 MMTPA and expected to grow to 310 MMTPA by 2030. Stagnant or declining refining…
Refineries are being redesigned as crude slates vary, fuel specifications tighten and margins come under pressure. Three shifts stand out: flexibility to process more crude grades and tune product…
Demand for critical minerals is rising sharply as clean-energy systems, electrification and AI infrastructure expand. The IEA estimates that more than USD 750 billion of investment in mining and…
Manufacturing of solar modules, cells, wafers and polysilicon is concentrated in a small number of countries. One country holds more than 80% of capacity at every stage of the solar supply chain,…
The next wave of upstream, LNG, grid, renewable and lower-carbon projects is colliding with limited engineering capacity, constrained fabrication yards, long-lead equipment, skilled-labour shortages…
Rising electricity demand is increasing the need for clean, round-the-clock power. Close to 80 GW of nuclear capacity is under construction globally, while renewables and storage are scaling faster…
Gas is expected to grow its share of global primary energy, and several economies have set explicit targets to build around it. India is working to raise gas from about 6% to 15% of its energy mix by…
Energy relationships now span supply, investment, technology and strategic cooperation at once. Large importers source crude from dozens of countries and have built ties across the Gulf, Africa, the…
The upstream oil and gas sector faces substantial investment requirements even as actual spending has declined, with much of current capital used to offset natural field depletion rather than add new…
Eastern India brings together large energy demand, power and fuel infrastructure, refining and petrochemicals, metals and mining clusters and access to ports and regional markets. The opportunity is…
Energy companies are using acquisitions, JVs and partnerships to access capital, technology, capabilities and markets. These structures can also de-risk large or unfamiliar investments by sharing…
Capital is moving unevenly across energy technologies, geographies and business models. Investment patterns frequently diverge from stated ambitions. Where capital goes is decided by risk-adjusted…
Clean-energy deployment depends on cells, batteries and electrolysers that are manufactured in a small number of countries. Several economies are deciding to reduce this concentration risk. Subsidy…
Around 2 billion people still rely on traditional fuels for cooking: wood, charcoal and biomass, with significant health, environmental and economic consequences. The burden falls overwhelmingly on…
Indian professionals hold senior positions across global energy companies, research institutions and investment firms. This represents a substantial pool of expertise, capital and networks sitting…
Energy and water are tightly linked. Power generation, hydrogen production, mining and refining all need water, while pumping, treatment and desalination all need energy. As both systems come under…
Globally, there is a broad push to address shipping emissions, with LNG, methanol, ammonia and biofuels all in contention as the fuel of choice. Regional rules in Europe are already imposing…
Steel accounts for roughly 7 to 11% of global CO₂ emissions and remains central to economic growth and infrastructure. Lower-carbon production routes require clean power, hydrogen, carbon capture and…
Women hold senior operating, technical, investment and board positions across the global energy sector. They are directly shaping decisions on where capital goes, which technologies scale and how…
Carbon markets are expanding across major economies, from established compliance systems such as the EU Emissions Trading System to a range of voluntary markets. Their designs differ widely in…
Clean-energy employment is expanding rapidly, while conventional energy systems continue to require deep specialist expertise. The skills the sector needs are changing faster than its talent…
India's ambition to become a developed economy by 2047 will require a much larger and more resilient energy system. Demand will rise rapidly with industrialisation, urbanisation and rising incomes,…
