Energy prices move inflation, trade and politics. Our researchers cover oil and gas, renewables and nuclear power, and what the shifts in each mean for markets and for policy.
9 articles
LatestStudent Spotlight
As Britain races to expand its electricity grid, Ofgem's new commitment fees should thin out a crowded connections queue, but only if they test whether projects are progressing rather than how deep developers' pockets are.
11 min read
Chile has taken majority control of its lithium and investors have stayed. Peru has kept a market-friendly framework and watched output stall. What capital is pricing is not ideology but whether a government can bind its successors
We have never produced so much clean energy, and renewables have never been so cheap or so popular, yet we are no closer to net-zero. This irony boils down to two words, supply and demand – and most of the narrative around renewable energy is centred on the wrong one.
Drought on the Danube has forced nuclear plants in Hungary and Romania to cut output. Chernobyl and Fukushima show why the economic damage from a disaster travels far beyond the site, through budgets, supply chains and expectations, and why it lasts.
AI data centres promise growth, but infrastructure constraints are creating political and economic resistance.
A £5.7bn approach for DCC is as much a bet on the Irish conglomerate's years-long transformation into an energy distributor as it is a straightforward take-private deal, and it says as much about KKR's ambitions as it does about DCC itself.
Peace on the warfront provides an opening to sift through the rubble and take account of the damage done so far.
Oil prices are being driven by geopolitics, not fundamentals, raising doubts over whether this is real scarcity or just a temporary risk premium.
Six central bank holds in 48 hours, Brent crude approaching $96, and a US-Iran military conflict have shattered the consensus rate narrative of early 2026, resetting the dollar, the yen, and the entire FX outlook.