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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 Commodity Insights

Saugata Saha

President, S&P Global Commodity Insights


Sponsors & Contributors

Atul Arya, Ph.D.

S&P Global Commodity Insights

Atul Arya, Ph.D.

Senior Vice President and Chief Energy Strategist

Dr. Atul Arya is Senior Vice President and Chief Energy Strategist at S&P Global Commodity Insights. He is responsible for integrating energy content, analysis and insights across the entire energy value chain and for c-suite client engagements.


Alexandra Dimitrijevic

S&P Global Ratings

Alexandra Dimitrijevic

Global Head of Research & Development


Martina L. Cheung

S&P Global Ratings

Martina L. Cheung

President, S&P Global Ratings


Ashutosh Singh

S&P Global Commodity Insights

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 Commodity Insights

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 Commodity Insights


Kurt Barrow

S&P Global Commodity Insights

Kurt Barrow

Vice President, Oil Markets, Midstream, and Downstream

Kurt Barrow is Vice President of Oil Markets, Midstream, and Downstream at S&P Global Commodity Insights.


Julien Bernu, CFA

S&P Global Ratings

Julien Bernu, CFA

Associate Director, EMEA Utilities


Simon Blakey, Ph.D.

S&P Global Commodity Insights

Simon Blakey, Ph.D.

Senior Advisor


Marie-Louise du Bois

S&P Global Commodity Insights

Marie-Louise du Bois

Head of Carbon Pricing


Etienne Gabel

S&P Global Commodity Insights

Etienne Gabel

Senior Director, Global Power and Renewables

Etienne Gabel, a senior director at S&P Global Commodity Insights with the Global Power and Renewables team, specializes in the analysis of market and regulatory developments in power sectors worldwide.


Peter Gardett

S&P Global Commodity Insights

Peter Gardett

Executive Director, Climate and Cleantech

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


Judson Jacobs, M.S.

S&P Global Commodity Insights

Judson Jacobs, M.S.

Executive Director, Upstream Energy

Judson (Jud) Jacobs is an executive director in the Upstream Energy practice at S&P Global Commodity Insights, focused on technology and innovation.


Roman Kramarchuk

S&P Global Commodity Insights

Roman Kramarchuk

Head of Future Energy, Policy and Technology Analytics


Eleonor Kramarz

S&P Global Commodity Insights

Eleonor Kramarz

Global Head, Energy Transition Consulting

Eleonor is Global Head of Energy Transition Consulting.


Raoul LeBlanc

S&P Global Commodity Insights

Raoul LeBlanc

Vice President, Upstream

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


Olivier Maronneaud

S&P Global Commodity Insights

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 Commodity Insights

Anastasia Pantazopoulou

Analyst, Hydrogen and Low-Carbon Gas


Carlos  Pascual

S&P Global Commodity Insights

Carlos Pascual

Head of Geopolitics & International Affairs


Chengyao Peng, Ph.D

S&P Global Commodity Insights

Chengyao Peng, Ph.D

Director, Greater China Power & Renewable

Chengyao Peng, director for Greater China power & renewables research and analysis at S&P Global Commodity Insights, 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 Commodity Insights

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 Commodity Insights

Tony Potter

Global Vice President, Specialty Chemicals

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


Catherine Robinson

S&P Global Commodity Insights

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 Commodity Insights, leads gas and power research in Europe and global analysis on low-carbon gases.


Shankari Srinivasan

S&P Global Commodity Insights

Shankari Srinivasan

Vice President, Energy

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


Michael Stoppard

S&P Global Commodity Insights

Michael Stoppard

Global Gas Strategy Lead and Special Advisor

Michael Stoppard is Global Gas Strategy Lead and Special Advisor with S&P Global Commodity Insights.


Eduard Sala de Vedruna

S&P Global Commodity Insights

Eduard Sala de Vedruna

Executive Director, Climate and Sustainability Group

Eduard Sala de Vedruna leads the Clean Energy Technologies team at S&P Global Commodity Insights.


Daniel Yergin, Ph.D.

S&P Global

Daniel Yergin, Ph.D.

Vice Chairman

Daniel Yergin is vice chairman of S&P Global.


Edurne Zoco, Ph.D.

S&P Global Commodity Insights

Edurne Zoco, Ph.D.

Executive Director, Clean Technology & Renewables

Edurne Zoco is an executive director for the Clean Technology & Renewables team at S&P Global Commodity Insights, 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