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Japan’s Energy Dilemma: LNG Dependency and the Long Road to Transition

Japan faces one of the most complex energy challenges of any major economy: a high dependence on imported fossil fuels — particularly LNG — combined with ambitious decarbonisation targets and the politically sensitive question of nuclear power’s future role. In 2026, the country is navigating a difficult path between energy security, affordability and climate goals. […]
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Grid-Scale Battery Storage: Costs, Capacity and the Race to Scale

Grid-scale battery storage has emerged as one of the fastest-growing segments of the global energy sector, playing an increasingly important role in managing the variability of renewable energy and providing the grid services traditionally supplied by fossil fuel generators. In 2026, the technology is moving from early deployment to mainstream infrastructure investment. Cost Reductions Driving […]
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Nuclear Energy Renaissance: New Plants Under Construction Worldwide

After decades of stagnation in Western nuclear markets, there is a genuine renaissance underway in nuclear energy sector investments globally. A combination of energy security concerns, climate commitments and the promise of advanced nuclear technologies is driving a wave of new projects — though significant challenges around cost and construction timelines remain. New Build Activity: […]
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Canada Oil Sands: Production Costs, Carbon Tax and the 2026 Outlook

Canada’s oil sands — the third-largest proven oil reserves in the world — are a uniquely important and uniquely controversial energy resource. In 2026, the industry faces a complex combination of strong production economics, rising carbon costs and long-term demand uncertainty. The Production Picture Canadian oil sands production has reached record levels in recent years, […]
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