-
Major shift towards solar deals
Featuring: James Gutman The power sector’s deal flow is shifting. After years of gas‑fired assets dominating M&A, 2026 is shaping up to be the year solar steps forward. Policy stability, rising valuations, motivated sellers, and strong corporate balance sheets are all setting the stage for a wave of consolidation in one of…
-
Six stories you need to read if you’re watching metals markets in 2026
The metals sector is heading into a year defined by disruption, from trade tensions and surplus supply to the electrification boom, carbon policy shifts, and the global race for critical minerals. Each of these forces is reshaping supply chains, investment flows, and competitive positioning. Our Metals Market Movers…
-
Outlook 2026: Tariff-policy-generated market volatility will continue
Roger Bernard, US Senior Policy Analyst, HIGHLIGHTS US trade policy could shift, potentially dramatically, depending on US Supreme Court ruling Tariffs still a part of Trump administration focus, but tools could change New routes for tariffs are accompanied by more uncertainty 2026 is poised to unfold with a potentially…
-
The versatility of naphtha
Naphtha is a remarkably versatile substance, playing a crucial role in the creation of countless everyday products https://youtu.be/PN4Ft-R_y3o
-
Top 5 Countries: Percentage of Global Electricity Consumption
What fueled the sharp 4.3% rise in global electricity use to 30,966 TWh in 2024—its fastest growth in over a decade, and which countries are the highest contributors?
-
$750 billion energy agreement between the EU and the US
The EU has agreed to buy $750 billion worth of energy from the US as part of the two sides’ trade agreement, which could focus on LNG, oil and nuclear fuels.
-
Iran-Israel conflict escalation hits oil and gas infrastructure, threatens oil routes
Israel's latest strikes on Iran mark a new escalation, directly hitting Iran's economic lifelines, raising concerns about further attacks on critical infrastructure like the Kharg Oil Terminal, which handles over 90% of Iran's oil exports. The strikes appear to be targeted at Iran's domestic energy needs for now, but the…
-
Chinese importers optimistic on US ethane flows following Trump-Xi phone call
Chinese ethylene makers that use imported US ethane are more optimistic on the future for trade flows of the feedstock between the two countries after President Trump and his Chinese counterpart Xi Jinping agreed to further trade talks following their phone call June 5. The call was the first time the leaders had spoken…
-
Climate change jeopardizes key port infrastructure, energy flows: JP Morgan
HIGHLIGHTS Crude equivalent to around 20% of seaborne trade volumes Maritime trade may double by 2050 Climate change threatens around $7.6 billion a year of port infrastructure, risking energy flows, according to a report by JP Morgan. Ports are exposed to significant risks from natural hazards such as hurricanes,…