Insights & Reports
Research-led perspectives on the markets, technologies, policies, and transition pathways shaping decarbonization and disruptive technology.
22 insights
Low Carbon & New EnergiesFrom Bunkering Cost to Carbon Cost
How shipping fuel economics are changing as carbon costs, maritime regulation and alternative fuels reshape the true cost of bunkering.
Low Carbon & New EnergiesWhat Does Green Ammonia Really Cost?
A bottom-up analysis of green ammonia production costs, carbon intensity and the economics of competing low-carbon ammonia pathways.
Low Carbon & New EnergiesThe Ageing Tanker Fleet: Why Decarbonisation Could Tighten Global Freight Markets
How fleet renewal, shipyard constraints, alternative fuels and decarbonisation rules could tighten tanker supply and reshape global freight markets.
Low Carbon & New EnergiesSodium-ion: The Battery That Doesn’t Need to Win
Why grid storage needs a different kind of battery and where sodium-ion fits alongside lithium in the future of energy storage.
Low Carbon & New EnergiesSustainable Fertilizers in a Changing Climate: Can Farmers Balance Yield, Cost and Carbon?
How sustainable fertilizer strategies are evolving beyond substitution toward nutrient efficiency, farmer economics and carbon outcomes across the agricultural value chain.
Low Carbon & New EnergiesCan Catalyst Innovation Change the Economics of Low-Carbon Ammonia – not Merely Improve the Chemistry?
How catalyst innovation and process design could reshape green ammonia costs, carbon competitiveness and emerging low-carbon ammonia markets.
Metals, Mining & MaterialsHMS 1&2 80:20 and the Decarbonisation of Steel: Economics, Supply and Carbon Advantage
Why scrap availability, pricing, EAF economics and carbon intensity could make HMS 1&2 80:20 a strategic commodity for the low-carbon steel transition.
Low Carbon & New EnergiesThe Future of Urea Manufacturing
How ageing plants, technology upgradation, Industry 5.0 and cost pressures are shaping the future of low-carbon urea manufacturing.
Low Carbon & New EnergiesIndia mandated 20% local content for battery storage. It did not mandate Indian batteries.
India's 20% local content rule for battery storage applies to total project cost, not just batteries — reshaping how BESS localisation, procurement and domestic manufacturing should be understood.
Low Carbon & New EnergiesThe Battery Fix
How battery storage is solving the energy transition's real bottleneck by moving from passive storage to grid support, stability and renewable-heavy power systems.
Low Carbon & New EnergiesWhen Power Prices Go Negative
How AI can help turn periods of electricity oversupply, negative power prices and grid imbalance into operational and market opportunities.
Metals, Mining & MaterialsCarbon-Aware Pricing: The Next Frontier in Commodity Intelligence
How carbon intensity, production economics and regulation are reshaping commodity price discovery, procurement and trade.
Low Carbon & New EnergiesFrom Ambition to Market Reality: Where Could India's Green Hydrogen Opportunity Emerge?
A scenario-based view of India's green hydrogen opportunity across demand, supply, sector adoption and the emerging market gap.
Metals, Mining & MaterialsReshaping Global Fertilizer Trade Under Carbon Border Adjustments
How the EU's Carbon Border Adjustment Mechanism is set to redraw sourcing, pricing and competitiveness across global nitrogen and phosphate fertilizer trade.
Climate Finance & TechFrom Innovation to Scale
A global analysis of how green technology markets are scaling across clean energy, mobility, infrastructure, and climate resilience — and where future value pools are likely to emerge.
Climate Finance & TechClimate Finance: Powering the Global Energy Transition
Navigating the trillion-dollar shift - accelerating capital realignment for the climate transition, the instruments mobilising it, and the gaps still standing in its way.
Industry ReportBeyond Innovation: The Business of Scaling Deep Tech
A comprehensive market report on Deep Tech size, dynamics, segmentation, investment patterns, policy signals, regional ecosystems, and future outlook.
Deep TechBeyond the Breakthrough: Commercializing Deep Tech
Scientific breakthroughs alone do not create industry leaders. This article explores why commercialization has become the decisive capability that turns deep-tech innovation into scalable business value.
Deep TechWinning Through Deep-Tech Ecosystems
Deep-tech breakthroughs increasingly depend on ecosystems that connect scientific excellence, patient capital, policy, industrial expertise, and market access.
Low Carbon & New EnergiesMarine Shipping Decarbonisation
Navigating the transition to low-carbon shipping - the regulations, fuels, infrastructure and freight economics reshaping global trade.
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