Energy Transition

Energy Markets

Carbon Capture’s Market Inflection: Rising Demand Meets Infrastructure Bottlenecks

CCS and DAC deployments surge across Europe and North America amid falling costs and multi-billion government subsidies, but regulatory delays and project cancellations expose gaps between ambition and execution.

8 min read ·
Energy Geopolitics

China’s Emissions Fall as Solar Surge Breaks Carbon-Growth Link

Historic decoupling sees CO2 drop 1% while electricity demand rises 5%, powered by 277 GW of new solar in 2024—more than rest of world combined.

7 min read ·