Strategic Insights

balancing fossil fuels with renewables

The Great Reallocation

Contrary to popular belief, the buildout of renewable energy supply does not require a surge in capital expenditure.

X-Change: Batteries

The remarkable, exponential growth of battery sales is driven by a domino effect of battery technology adoption that cascades from country to country and sector to sector.

Electric car charging at home

X-Change: Cars

Rapid growth of electric vehicles shows the end of the ICE age has begun.

blue sky with solar panels and wind turbine

X-Change: Electricity

Renewable energy – solar and wind – is on an exponential path which will lead to disruption of the global electricity sector this decade.