Geopolitics looms large over the global economy. A recent client survey by Goldman Sachs found geopolitics is the top investment risk of this year, overtaking inflation and the upcoming U.S. presidential election.  The market impacts by the wars in Europe and the Middle East, and the rising...

Cleaner alternatives to the oil and gas that power vital industries are necessary for economy-wide decarbonization. E-fuels, or electrofuels, are touted as a carbon neutral solution for the hard-to-decarbonize sectors that rely on energy dense fossil fuels.  E-fuels are made by combining...

From methane monitoring to integrating more renewables into the power mix, artificial intelligence has the potential to transform the energy transition. It can be used to reduce emissions from food systems, and hard-to-abate sectors, like steel and cement manufacturing.  But the amount of energy...