Offers a weekly deep dive into global trends shaping the energy transition, with a focus on sustainability, hydrogen, clean tech, and circular economy themes. The report covers hydrogen technology trends, major project updates, pricing, and investment activity, along with industry trends on
1st Topic of the Week: As EPR increasingly shifts packaging economics, which value-chain players will redesign fastest to protect margins, and who risks absorbing compounding costs as collaboration becomes mandatory?
2nd Topic of the Week: Cummins’ Accelera pullback, Europe’s rule drag, and China’s price reset expose a core question: which
1st Topic of the Week: Critical mineral markets increasingly reward faster processing execution with cost and value-chain advantages, but will compressed timelines undermine return profiles and capital discipline?
2nd Topic of the Week: Logistics control, contract design, and risk-sharing partnerships are outweighing production scale in determining risk-adjusted ammonia returns. Will
1st Topic of the Week: Europe’s power transition masks rising volatility, constrained availability, and marginal gas pricing. Can grid build-out and storage scale fast enough to stabilize and curb electricity price inflation?
2nd Topic of the Week: Can low-carbon ammonia premiums and selective regional policies save projects as nitrogen prices
1st Topic of the Week: As US ethanol production hits records, will exports and chemical pathways replace gasoline blending as the dominant clearing mechanism by the end of the decade, absent new fuel policy support?
2nd Topic of the Week: Will capital discipline, policy support, and rising offtake certainty entrench
1st Topic of the Week: Are copper and lithium entering a policy-anchored price regime where security-driven supply caps upside while speculative flows amplify volatility across producers, OEMs, and investors?
2nd Topic of the Week: Which hydrogen strategies survive shifting policy, volatile premiums, and uneven demand without corridor flexibility, global sourcing,
1st Topic of the Week: If verified product-level sustainability increasingly decides access and win rates, which chemical and polymer producers gain pricing power, and which learn that corporate targets don’t sell product?
2nd Topic of the Week: If insurance, warranties, and performance guarantees become standard across hydrogen markets, which electrolyser
1st Topic of the Week: Wind input demand is shrinking as power dollars pivot to other generation sources and grid equipment; will policy ultimately redirect capital toward buildable capacity before shortages deepen?
2nd Topic of the Week: Hydrogen demand remains constrained by costs, while lingering subsidy misalignments sustain uneconomic pathways,
1st Topic of the Week: Recent mineral-market shifts reveal tightening copper and lithium balances, rising geopolitical risk, strategic mispricing, and more project delays; will scarcity-driven concerns intensify in 2026?
2nd Topic of the Week: Project suspensions, tightening gas spreads, and fragile hydrogen offtake expose a blue sector to real stress
1st Topic of the Week: With COP30 exposing more global policy and compliance fractures, capital deployments across most climate strategies carry elevated risk, promoting selective growth efforts and big balance sheets.
2nd Topic of the Week: As system roles reshape hydrogen’s economics and competitive map, will investors adjust quickly to
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
