Skip to Content Skip to Menu Skip to Footer

We are at a pivotal moment in the energy transition.

Sweeping financial investments have set the stage for a decade of deployment. Thousands of new projects and new technologies will enter the world’s energy ecosystem, from hydrogen to carbon capture and more. In addition, artificial intelligence is transforming capabilities in data processing and decision-making that will impact the energy industry.

While evidence of the transition is clear, uncertainties remain. In this edition of Look Forward: Multidimensional Transition, our economists, analysts, researchers and data experts examine the challenges and opportunities of decarbonization, focusing on topics with the greatest potential for large-scale disruption and deployment.

This issue explores a spectrum of topics: energy security, geopolitics of energy and climate change, critical minerals for energy transition, natural gas, carbon markets, methane emissions, transportation, and material transition.

It is intended to help decision-makers in asset management, asset ownership, companies, multilateral institutions, nonprofits and governments look beyond the near term and explore the trends that will shape our future.

I encourage you to seek out previous volumes of Look Forward as well, which cover a range of topics to help navigate an uncertain world. Get in touch with us to share your own views on these topics and ask questions. We want to hear from you.

Saugata Saha

S&P Global Market Intelligence

Saugata Saha

S&P Global Market Intelligence

President, Market Intelligence / Chief Enterprise Data Officer


Sponsors & Contributors

Atul Arya, Ph.D.

S&P Global Energy

Look Forward Council, Co-Chair

Atul Arya, Ph.D.

Senior Vice President and Chief Energy Strategist


Alexandra Dimitrijevic

S&P Global Ratings

Look Forward Council, Co-Chair

Alexandra Dimitrijevic

Global Head of Research and Development


Martina L. Cheung

S&P Global

Martina L. Cheung

S&P Global

President & CEO, S&P Global


Ashutosh Singh

S&P Global Energy

Ashutosh Singh

Head of Energy Transition Program Management

Ashutosh Singh is a director with the financial services team at S&P Global, where he leads global oil supply forecasting and upstream sector fundamentals analysis.


Juliana Abella

S&P Global Energy

Juliana Abella

Research and Analysis Director, Upstream Solutions

Juliana Abella, director, head of the legal team within the E&P Terms and Above Ground Risk group at S&P Global Energy


Kurt Barrow

S&P Global Energy

Kurt Barrow

Vice President, Oil, Fuels & Chemicals Research

Kurt Barrow is Vice President, Oil, Fuels & Chemicals Research at S&P Global Energy.


Julien Bernu, CFA

S&P Global Ratings

Julien Bernu, CFA

Associate Director, EMEA Utilities


Simon Blakey, Ph.D.

S&P Global Energy

Simon Blakey, Ph.D.

Senior Advisor


Marie-Louise du Bois

S&P Global Energy

Marie-Louise du Bois

Head of Carbon Pricing


Etienne Gabel

S&P Global Energy

Etienne Gabel

Senior Director, Global Power and Renewables


Peter Gardett

S&P Global Energy

Peter Gardett

Executive Director, Climate and Cleantech

Peter Gardett is an executive director for climate and cleantech at S&P Global Energy.


Judson Jacobs

S&P Global Energy

Judson Jacobs

Executive Director, S&P Global’s energy division

Judson (Jud) Jacobs is an executive director at S&P Global’s energy division.


Roman Kramarchuk

S&P Global Energy

Roman Kramarchuk

S&P Global Energy

Head of Energy Transition Narratives & Policy


Eleonor Kramarz

S&P Global Energy

Eleonor Kramarz

Global Head, Energy Transition Consulting

Eleonor is Global Head of Energy Transition Consulting.


Raoul LeBlanc

S&P Global Energy

Raoul LeBlanc

Vice President, North American Upstream

Raoul LeBlanc is Vice President for North American unconventionals at S&P Global Energy, where he focuses on evaluating the dynamic onshore arena.


Olivier Maronneaud

S&P Global Energy

Olivier Maronneaud

Director, Chemical Consulting

Olivier is a Director in the chemical consulting team in London, UK


 Claire Mauduit-LeClercq

S&P Global Ratings

Claire Mauduit-LeClercq

Director, EMEA Utilities


Anastasia Pantazopoulou

S&P Global Energy

Anastasia Pantazopoulou

Analyst, Hydrogen and Low-Carbon Gas


Carlos  Pascual

S&P Global Energy

Carlos Pascual

S&P Global Energy

Head of Geopolitics & International Affairs


Chengyao Peng, Ph.D

S&P Global Energy

Chengyao Peng, Ph.D

Director, Greater China Power & Renewable

Chengyao Peng, director for Greater China power & renewables research and analysis at S&P Global Energy, and a member of the thought leadership group in global power and renewables, with a focus on Asia Pacific and China in particular.


Paola Perez Pena

S&P Global Energy

Paola Perez Pena

Principal Research Analyst, Gas Power and Climate Solutions

Paola Perez Pena is a principal research analyst in the Clean Energy Technology group, focusing on carbon sequestration research, analytics and insights.


Tony Potter

S&P Global Energy

Tony Potter

Global Vice President, Specialty Chemicals

Tony Potter serves as global vice president at S&P Global Energy, leading specialty chemical research and analysis in the Asia-Pacific region.


Catherine Robinson

S&P Global Energy

Catherine Robinson

Executive Director, Gas, Power, and Energy Futures

Catherine Robinson, executive director on the Gas, Power, and Energy Futures team at S&P Global Energy, leads gas and power research in Europe and global analysis on low-carbon gases.


Shankari Srinivasan

S&P Global Energy

Shankari Srinivasan

Vice President, Energy

Shankari Srinivasan, Vice President of Energy at S&P Global Energy, leads the global gas and European gas and power research teams.


Michael Stoppard

S&P Global Energy

Michael Stoppard

Global Gas Strategy Lead and Special Advisor


Eduard Sala de Vedruna

S&P Global Energy

Eduard Sala de Vedruna

Head of Research - Energy Transition, Sustainability & Services

Eduard Sala de Vedruna is a vice president within the Energy Transition, Sustainability & Services (ETSS) group and leads the Research team.


Daniel Yergin, Ph.D.

S&P Global

Daniel Yergin, Ph.D.

Vice Chairman


Edurne Zoco, Ph.D.

S&P Global Energy

Edurne Zoco, Ph.D.

Executive Director, Clean Energy Technology

Edurne Zoco is an executive director for the Clean Technology & Renewables team at S&P Global Energy, leading the group's research activities across renewables, batteries, and energy storage.


Key Support

Lead Editors
Ellen White, Copy Editor
Angela Long, Lead Editor

Project Manager
Ashutosh Singh, Head of Energy Transition Program Management

Copy Editor
Mary Minton, Editor

Graphics Editor
Matthew Schick, Senior Editor, Visuals
Head of Editorial, Design & Publishing Team
Ken Fredman 

Content Strategy
Nathan Hunt, Vice President of Content and Digital Marketing

Communications
Joanna Vickers, Public Relations Director
Website Development
Kurt Burger, Marketing Specialist

Social Outreach
Camille McManus, Marketing Specialist

Designer
Augusto Justiniano, Senior Designer

Further Reading