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  • The latest data from Energy Intelligence's Low-Carbon Investment Tracker now covers investments, acquisitions and initiatives announced or approved up to Q2'22.
    Wed, Aug 10, 2022
  • Announced low-carbon spending in H1’22 hit almost $60 billion, nearly equaling the whole of 2021. The latest data from Energy Intelligence's Low-Carbon Investment Tracker, accompanying the recently-published report, now covers investments, acquisitions and initiatives announced or approved up to Q2'22.
    Wed, Aug 10, 2022
  • Announced low-carbon spending in H1’22 hit almost $60 billion, nearly equaling the whole of 2021, as oil and gas firms show no signs of slowing transition efforts, despite geopolitical tensions and high oil and gas prices. European Majors still lead Energy Intelligence’s Low-Carbon Investment Tracker, with announced investments topping $40 billion, primarily in renewable power, while US Majors scaled up efforts after shifting strategy last year. NOCs were less active overall, but Petrobras made a notable move into offshore wind. Low-carbon power generation continues to make up the majority of announced spending, but hydrogen plans – especially blue – are growing fast, with Exxon unveiling the largest single project. The Tracker, covering 33 top oil and gas firms, now contains over 1,000 investments announced from 2015 to H1’22.
    Mon, Aug 8, 2022
  • Electric vehicle (EV) sales are now accelerating rapidly, aided by conventional vehicle sales bans, falling costs and expanding charging networks. This report—now covering Japan and South Korea alongside other key markets—sets out three scenarios. In our Core case, EVs are the top selling passenger vehicles by the early 2030s and make up 38% of the total auto fleet by 2040. However, obstacles like rising battery input costs could slow the near-term pace of adoption. Auto fuel demand in key markets peaks pre-2030 in all scenarios, but the pace of subsequent declines varies. Our Core case sees demand from this segment plateau in 2025-26 and fall to ~4 million b/d below 2021 levels by 2040.
    Thu, Jul 14, 2022
  • Low-carbon spending by oil and gas firms has continued to gather pace in 2022. The latest data from Energy Intelligence's Low-Carbon Investment Tracker now covers investments, acquisitions and initiatives announced or approved up to Q1'22.
    Mon, Jun 20, 2022
  • War in Ukraine, high commodity prices and shifts in energy policy have broad – and varied – implications. Together, these bolster Energy Intelligence’s view of an uneven energy transition outlook. In the near term progress may slow, but over the 2020s this trend could then reverse – reflected in updates to our energy transition scenarios. Challenges are clearest over the short term, with acute energy security concerns, high oil and gas prices, and increased clean energy technology costs. The impact varies by region: Europe is redoubling transition efforts as its energy policy priorities shift, but signals elsewhere are mixed. Headwinds from rising raw materials costs may impact adoption of some clean energy technologies, like EVs, more, but renewables remain competitive. And underlying climate trends persist, with ongoing scientific calls for urgent action and investors remaining closely engaged on long-term emissions goals.
    Tue, May 31, 2022
  • The Middle East and North Africa (Mena) region is seeing flourishing interest in clean hydrogen (both green and blue), backed by climate policy pressures and fed by hoped-for growth in future export markets. Europe’s major energy policy shift, seeking to cut Russian energy imports, could accelerate hydrogen demand growth, as could interest from major Asian economies. Mena hydrogen production is well placed to compete globally due to abundant natural gas and low-cost renewable power. Our Levelized Cost of Hydrogen analysis highlights the initial cost advantage for blue hydrogen production; this lead over green hydrogen may narrow quickly as costs of electrolyzers and renewable electricity fall. Planned Mena hydrogen projects are keeping up recent momentum, with more details emerging; however, most are still at an early stage. Hydrogen is a good fit for the evolving priorities of state NOCs, and western IOCs seeking regional partners, but established oil firms are not central players in most leading Mena projects.
    Mon, Apr 25, 2022
  • Data accompanying the March 2022 Low-Carbon Investment Tracker quarterly report.
    Fri, Mar 25, 2022
  • Low-carbon investments announced by oil and gas firms in 2021 topped $53 billion (up 67% on 2020), as IOCs and NOCs accelerated implementation of transition plans. Led by TotalEnergies, Shell, BP and Equinor, European Majors still dominate our Low-Carbon Investment Tracker, making up nearly 90% by value in 2021. Low-carbon power again accounted for most spending unveiled in 2021 – over 80% of the total. Top deals included large offshore wind projects, while 2021 also saw major acquisitions of renewable project portfolios including solar plus storage assets. Activity by other groups – NOCs, US Majors and Global Independents – also rose, when measured by investment count. While projects and investments by these groups typically remain early-stage, ambitions are growing. The count of 2021 investments reveals more diverse industry activity, with fast growth in deals involving low-carbon fuels, including nearly 80 in hydrogen, while biofuels are a growing focus for US Majors, and we also see growing interest in EV charging, and related EV services. The Tracker now covers 34 firms in total (with the recent addition of Pertamina) and includes 870 assets and investments over 2015-21.
    Wed, Mar 23, 2022
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