Best analyses - YTD

Oliver Carr
30 August, 2024

EU

MultisectorsMarket UpdatePolicy & RegulationFinancingGeopolitics
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As 2024 unfolds, the interplay between technology, energy, and politics is shaping the global landscape in unprecedented ways. We take this opportunity to look back at some of the most insightful analyses that delve into the critical developments across these domains, from the rapidly growing influence of big tech players and the power demands of artificial intelligence to the fascinating unfolding of key elections across the globe. In these analyses, we highlight some of the biggest trends to influence the global energy transition.

As technology increasingly intersects with energy, big tech's influence on the energy transition and the power requirements of emerging technologies like AI have become hot topics. From PPAs to data centres, these articles explore the growing role of technology giants in shaping the future of energy and the infrastructure needed to sustain the AI revolution.

The fast-evolving sectors of LNG, hydrogen, and geothermal energy have taken centre stage in 2024 as countries and companies alike strive to diversify their energy sources. In these articles, we dove deep into the implications of US LNG exports for Europe, Germany's potential pivot to green ammonia, Europe's geothermal opportunities, and the continent's push to secure diversified hydrogen supplies.

The renewable energy market is undergoing significant changes, particularly in how it deals with challenges like curtailment, negative pricing, and transparency. We highlighted the key shifts in market dynamics and the impending overhaul of the Power Purchase Agreement (PPA) market, which are poised to reshape how renewable energy is traded and valued.

The UK's energy policy and political landscape are always under scrutiny, and 2024 is no exception. From the implications of the Spring Budget to the ongoing reforms in the electricity market and the landslide general election results, we provide essential insights into the UK's energy future.

It's not just the UK that has had elections so far this year. The global political landscape in 2024 has been constantly shifting, with elections in so many major economies having far-reaching implications. Our Politics of Power series examines how these pivotal elections are shaping the energy transition, influencing policy decisions, and altering the balance of power on the global stage.

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