Where Venezuela’s Oil Fits in the Global Market: React

What the recent US action in Venezuela means for global oil markets is still an open question. While the prospect of additional oil is drawing interest, high production costs, infrastructure constraints and political risk complicate any near-term jump in Venezuela’s oil output. As markets weigh the…

Progress Amid Fragmentation: Energy Transition to 2030

The push toward a lower-carbon global economy ran into strong headwinds last year, and 2026 offers little sense of a clean reset. Political uncertainty, uneven policy support and slower progress in some markets continue to complicate the outlook for climate-focused investors and companies. Yet bene…

LNG, Biofuels and the Future of Maritime Transport

Maritime shipping is a notoriously tricky sector to decarbonize, yet options for a greener industry are slowly emerging. Bio-LNG is helping clean up fuel tanks. New ship-building and navigational techniques, from advanced hull coatings to smarter routing, are making a dent in emissions. And new Eur…

Pay-Per-Mile Comes to UK EVs: Analyst Reaction

The UK’s latest budget sends mixed consequential signals for electric vehicles. A sharp increase in purchase subsidies is paired with plans for a new pay-per-mile charge, reshaping the economics of EV ownership as adoption accelerates. The changes could affect drivers very differently, depending on…

Surplus for Many, Strain for a Few Transition Metals

Global metals markets are shifting faster than anyone expected. Once projected to face widespread shortages, most key energy transition metals now show far more balanced outlooks. Surpluses are pushing battery metal prices down and accelerating the adoption of new chemistries, while demand for stee…

Heavy Industry’s Bumpy Path to a Low-Carbon Future

Heavy industry faces one of the hardest paths to net zero, yet momentum is starting to build. New decarbonization commitments reached nearly $15 billion by mid-2025. The largest chunk of investment is concentrated in the steel industry, where electric arc furnaces and hydrogen-ready technologies ar…

From Mini EVs to Mega Scale: China’s Cars Go Global

China’s electric vehicle market is moving at extraordinary speed. Generous incentives, trade-in subsidies, and aggressive pricing have fueled mass-market growth, and roughly half of the cars sold in the country today come with a plug. Now, this EV success story is moving beyond its domestic borders…

How Smart Chips Are Rewiring the Car Market

As vehicles become increasingly intelligent and connected, the chips powering them are transforming the automotive industry. Traditional supply chains are giving way to new partnerships, and advanced processors are reshaping everything from vehicle costs to the balance of power between automakers a…

Adaptation and Resilience: A New Investment Imperative

How well prepared are we for a warming world? Climate adaptation is quickly moving from theory to strategy, reshaping investment priorities and exposing new risks and opportunities. On this bonus episode, Kobad Bhavnagri reads his note “Adaptation and Resilience: The New Investment Imperative” to e…

Ranking Resilience: Economies Adapting to Climate Risk

Climate is reshaping the global economy. Losses from major weather events are now estimated at $1.4 trillion each year, and as the damaged assets, disrupted supply chains and declines in productivity pile up, climate risk is turning from an environmental issue into a financial one. BloombergNEF has…