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The surge in electricity demand in the world’s AI hotspots has prompted a comparable surge in the demand for reliable supply. That surge was not expected. There are not enough gas turbines to secure that supply. This means the AI revolution would either have to slow down, or the grid would have to increase its reliance on coal. Natural gas has in recent years been marketed as a so-called bridge fuel between coal and oil, on the one hand, and wind and solar, on the other. When it became clear that “bridge” is in fact its own country…
A rethink of the European Union’s (EU) Arctic policy could keep Norway’s Barents Sea gas in play in the 2030s, offering Europe a nearby, low-emission supply option as its reliance on the global liquefied natural gas market grows, according to new Rystad Energy research and analysis. The European Commission is reviewing its 2021 Arctic policy and has opened a public consultation through 16 March 2026. With Barents projects typically needing five to 10 years to move from discovery to steady output, the signal the EU sends now will determine…
Carbon capture, utilisation and storage has long been described as essential for decarbonising heavy industry, yet progress has remained uneven across regions. While North America and parts of Europe have dominated early deployment, the next major growth market is increasingly clear. India is now positioning itself to become one of the most important arenas for CCUS globally, not because it is following others, but because its industrial reality leaves few viable alternatives. Why India Cannot Decarbonise Without CCUS India is already the world’s…
Last July, Ukraine started importing natural gas from Azerbaijan for the first time in history, just months after it officially stopped the transit of Russian natural gas through its pipeline network in January 2025. Ukraine’s Naftogaz signed a supply agreement with Azerbaijan’s SOCAR Energy Ukraine that saw the former Soviet nation export its natural gas through the Trans-Balkan Corridor, with Ukraine looking to diversify its energy supply, enhance energy security, and offset significant domestic production losses caused by a constant…
The United States is doubling down on its plans for expanding nuclear power, as one of the few clean energies that President Trump appears to be supporting. Trump has stated ambitious aims for the rapid expansion of the country’s nuclear power capacity, to be supported by both public and private funding. A wide range of projects, from conventional reactor development to the deployment of small modular reactors (SMR), will support this aim. While it will likely take a decade or more to meaningfully grow the nuclear capacity in the U.S., 2026…
