Insight Blog

The essential perspective on global commodities


22 May 2024

Bright spots for hydrogen project development emerge amid investment delays

Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices. Clean hydrogen projects are finding a pathway to final investment decisions despite global headwinds , through careful renewable power procurement, matching hydrogen production with anchor offtake agreements and state support, while incumbent producers also have an advantage

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Commodity Tracker: 6 charts to watch this week

Oil markets are in focus following the death of Iranian President Ebrahim Raisi. Meanwhile, Niger has recently become an oil exporter. In Turkey, the polyethylene market is feeling the impact of rising inflation and interest rates. 1. Oil markets closely watching Iran after president's death What's happening? Iranian President Ebrahim Raisi died in a helicopter crash May 19 as he was heading to inaugurate a project at the Tabriz oil refinery, according to state television

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20 May 2024

In search of a market-driven price on carbon

Every year, CERAWeek takes the pulse of the global energy industry. This year, energy transition firmly dominated the agenda and the dialogue. It was clear energy transition is not a future thing -- it was the norm, and it was business. The conversations that occurred focused on an overarching theme of pragmatism about where, what and how to make money in future fuels and commodities, and how to maximize and decarbonize many existing operations

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