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Energy Transition

Renewables deployment, hydrogen economics, carbon markets, and policy shifts.

Value Chain Position

Carbon Emissions

€71.76

-0.6%

Latest in Energy Transition

Energy TransitionWATCH

Australia’s Hydrogen Moment: From Grand Vision to Reluctant Discipline

Australia’s green hydrogen narrative is entering its first serious correction, where political ambition remains intact but commercial reality is beginning to dictate outcomes, forcing a transition from broad-based expansion to selective, demand-backed execution.

15 Apr 2026

OilGas & LNGEnergy TransitionWATCH

China's Fuel Price Cap: Distorting Domestic Refining and Reshaping Global Jet Fuel Dynamics

The state-imposed price cap on road fuels incentivizes Chinese refiners to overproduce jet fuel, creating a structural surplus that transforms the nation into a volatile global swing supplier and exposes inherent tensions in state policy objectives.

25 Mar 2026