Research · Energy
Energy transition
From the build-out of grids to the geopolitics of raw materials — how the energy transition reshapes cost structures, capital flows, and investable returns.
Energy sits at the centre of the next investment cycle. We track the transition across power generation, grids, storage, and the critical raw materials that underpin them — connecting physical reality to market consequence.
Our lens is investor-first: where decarbonisation creates durable demand, where supply is constrained, and where policy, price, and geopolitics converge to move asset values.
What we cover
Transition & power
Generation mix, electrification, storage, and the economics of decarbonisation.
Grids & raw materials
Transmission build-out, copper and critical minerals, supply-chain bottlenecks.
Energy geopolitics
Sovereignty, trade flows, and the strategic competition over energy systems.
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