Grid
The £350m Highlands plant will make cables for the planned Scotland-to-England transmission network, and politicians say it will support offshore wind development and energy security.
Oil & Gas
Ministers have granted environmental approval for the Shell and Equinor-backed field, with gas due to flow from the end of October, as the decision sharpens political tension over Labour's North Sea policy.
North America
An introduction to the core concepts in energy. This article provides a strong foundation on the fundamental principles of energy systems and how they are transforming in the context of the United States' energy transition journey.
Watchlist
High-voltage cable is one of the least glamorous but most structurally supported corners of the energy transition, underpinned by grid upgrades, offshore wind and interconnectors. Supply is concentrated among a few manufacturers. Here are the five that matter.
Hydrogen
Hydrogen investing in 2026 looks nothing like the hype cycle before it. The listed universe has split into profitable gas majors, loss-making pure plays, and names finding real traction powering AI data centres. Here are five stocks that show how the theme is now being played.
Grid
The humble power transformer has become the energy transition's biggest bottleneck, with lead times stretching to four years. Grid upgrades, ageing infrastructure and the AI data-centre boom are driving a multi-decade supercycle. Here are five ways to follow it.
Watchlist
The energy transition is, at bottom, a materials story: lithium and nickel for batteries, rare earths for magnets, copper for the grid. Surging demand meets constrained supply and Chinese processing dominance. Here are five ways to follow the theme.
Lithium-ion dominates energy storage, so why do flow batteries keep coming up for long-duration needs? The answer is one structural difference in how each stores energy, and it decides which technology wins as discharge times lengthen.
Hydrogen is only as clean as the way it is made. Grey, blue and green describe very different production methods with very different emissions, costs and investment cases. Here is what the colours actually mean, and why it matters.
Gen2 Carbon, a little-known carbon recycling company in the UK, has experienced a surge in orders from wind farm companies.
Join investors, industry leaders, and innovators shaping the future of the energy sector.
Nuclear has re-entered the market through an unexpected door: the AI data centre. Small modular reactors promise firm, carbon-free power, but the sector is overwhelmingly pre-revenue. Here are five names spanning developers, fuel and diversified industrials.
An introduction to the core concepts in energy. This article provides a strong foundation on the fundamental principles of energy systems and how they are transforming in the context of the United Kingdom's energy transition journey.
Most of the grid runs on alternating current, so why do the largest offshore wind links rely on high-voltage direct current instead? The answer comes down to distance and seawater, and it shapes billions in infrastructure spending.
An introduction to the core concepts in energy. This article provides a strong foundation on the fundamental principles of energy systems and how they are transforming in the context of Australia's energy transition journey.
Lithium-ion dominates energy storage, so why do flow batteries keep coming up for long-duration needs? The answer is one structural difference in how each stores energy, and it decides which technology wins as discharge times lengthen.
Long-duration storage is costly to build and its revenues are uncertain, which deters investment. The UK's cap-and-floor scheme guarantees a revenue floor while capping the upside for consumers. Here is how it works, and why it is being watched abroad.
Long-duration storage has moved from research curiosity to a key pillar of the energy transition, with the market forecast to nearly triple by 2033. Here are five listed ways to follow the theme, and the demand signals driving it.
Hydrogen is only as clean as the way it is made. Grey, blue and green describe very different production methods with very different emissions, costs and investment cases. Here is what the colours actually mean, and why it matters.
Partnerships from Linxon, Hitachi Energy and FTC Solar, KKR's Helix and Samsung, and TerraFlow and DG Matrix point to BESS being built into wider infrastructure plans, while questions remain over who benefits.
A non-binding MoU outlines a plant starting at 50 MWh to 100 MWh and scaling towards 1 GWh, as Pakistan's regulator requires storage in its next renewables auction.
The offtake agreement gives Statkraft the certainty to progress the Shetland project, which is expected to be operational in November 2030, and adds to Amazon's growing UK renewables portfolio.
The owner of the neighbouring BARD Offshore 1 project has agreed to buy Germany's pioneering offshore array from EWE, RWE and Vattenfall, and plans to run it beyond its original 20-year term.
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