Strategic Insights
The Energy Transition in Five Charts and Not Too Many Numbers
The energy transition is driven by the exponential growth of renewables, and the key changes will happen by 2030.
The Energy Transition in 2022
After two centuries of growth, 2022 was the turning point for the fossil fuel system.
Fossil Fuel Demand Has Peaked
Fossil fuel demand peaked in 2019 and is now bouncing along a plateau before its inevitable decline.
The IEA Confirms that Fossil Fuel Demand Is Peaking
The latest International Energy Agency outlook projects peak fossil fuel demand in every scenario and confirms a rapid clean energy transition is feasible.
Green Hydrogen on an S-curve: Fast, Beneficial, and Inevitable
We are reaching a series of tipping points in green hydrogen production and demand, and all actors should be prepared to capture these new opportunities.