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Global high-grade iron ore market is set to grow
With direct reduction (DR) emerging as the leading pathway for steel sector decarbonisation, a forecast supply deficit for DR-grade iron ore signals an opportunity for new suppliers.
March 19, 2026
Soroush Basirat
Briefing Note
Any takers for Australia’s green iron?
Steel producers may struggle to meet demand as sectors such as automotive, wind, shipping and data centres decarbonise. This creates an opportunity for Australia to supply up to 5.5MTPA of green iron, worth an estimated USD2 billion a year.
March 12, 2026
Lachlan Wright
Report
Ammonia build-out: Recipe for risks
The U.S. ammonia industry faces multiple challenges and risks in building out ammonia production intended for export to a global energy market that will likely be limited.
March 12, 2026
Todd Leahy, Trey Cowan, Anika Juhn...
Report
Thailand’s gas conundrum: Overbuilt, underutilized, and increasingly expensive
The increasing dependence on more expensive liquefied natural gas (LNG) imports, combined with a spike in capital costs for new gas plants, presents challenges that could significantly change the economics of Thailand’s gas expansion plans.
February 26, 2026
Christopher Doleman, Sam Reynolds

Latest Research

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West Virginia costs for transmission infrastructure to power data centers soar
March 24, 2026
Cathy Kunkel
Insights
What does New Fortress Energy’s bankruptcy mean for Puerto Rico?
March 23, 2026
Cathy Kunkel
Insights
The perfect storm to boost energy security
March 23, 2026
Kevin Morrison, Amandine Denis-Ryan
Briefing Note
How Tomago can be a blueprint for industrial decarbonisation
March 23, 2026
Amandine Denis-Ryan
Insights
Gas reservation policy design critical as conflict hits global supplies
March 22, 2026
Josh Runciman
Insights
Energy power play: India’s oil and gas strategy amid US-Iran tensions
March 20, 2026
Vibhuti Garg, Purva Jain
Insights
Global high-grade iron ore market is set to grow
March 19, 2026
Soroush Basirat
Report
Pakistan’s LNG surplus crisis: Assessing evolving energy dynamics and the need for flexibility
March 19, 2026
Haneea Isaad
Briefing Note
Getting off gas while cutting electricity demand? NSW could have it both ways
March 17, 2026
Jay Gordon
Insights
Out of sight, out of mind: Pushing CO2 storage offshore
March 17, 2026
Anika Juhn
Briefing Note
Ammonia build-out: Community and financial risks
March 12, 2026
Fact Sheet
Ammonia build-out: Declining domestic demand
March 12, 2026
Fact Sheet
Ammonia build-out: Declining market demand
March 12, 2026
Fact Sheet
Ammonia build-out: Rising construction costs
March 12, 2026
Fact Sheet
Ammonia build-out: A realistic look at job numbers
March 12, 2026
Fact Sheet

Featured Research

Reports

See all Reports >
Global high-grade iron ore market is set to grow
March 19, 2026
Soroush Basirat
Report
Ammonia build-out: Recipe for risks
March 12, 2026
Todd Leahy, Trey Cowan, Anika Juhn...
Report
Terna: Financing Italy’s grid modernisation
March 11, 2026
Jonathan Bruegel, Kevin Leung
Report
Thailand’s gas conundrum: Overbuilt, underutilized, and increasingly expensive
February 26, 2026
Christopher Doleman, Sam Reynolds
Report
Capital flows in India's electric transport sector
February 25, 2026
Subham Shrivastava, Saurabh Trivedi, Charith Konda...
Report
Indian States' Electricity Transition (SET) 2026
February 23, 2026
Vibhuti Garg, Saloni Sachdeva Michael, Tanya Rana...
Report
Scaling adaptation finance in Southeast Asia
February 09, 2026
Shu Xuan Tan, Ramnath N. Iyer
Report
Bridging the net-zero gap
January 30, 2026
Shantanu Srivastava, Tanya Rana
Report
Reassessing oil in Uganda
January 28, 2026
Matthew Huxham, Will Scargill
Report
Climate-resilient development in Uganda
January 28, 2026
Matthew Huxham, Will Scargill, Gaurav Upadhyay...
Report
Assessing India's incentive scheme to enhance the battery manufacturing ecosystem
January 22, 2026
Prabhakar Sharma, Saif Jahangir, Vibhuti Garg...
Report
Corporate climate transition planning and disclosures in India
January 20, 2026
Shantanu Srivastava, Tanya Rana
Report
Cost of capital for Indian renewable energy projects: A review of methodologies, risk drivers, and policy evolution
December 22, 2025
Saurabh Trivedi, Gireesh Shrimali
Report
Pipelines of uncertainty: The need for full emissions transparency in Europe's midstream gas sector
December 22, 2025
Arjun Flora
Report
Bangladesh’s energy efficiency goals within reach
December 17, 2025
Shafiqul Alam
Report

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