
Strategic Insights

Peaking: A Brief History of Select Energy Transitions
As new energy sources grow, the standard pattern of demand for existing energy sources is one of peak, plateau, and decline.

Peaking: A Theory of Rapid Transition
The Ukraine crisis shows that we must now act with speed, agility, coordination, and an integrated vision to create a prosperous climate-safe and energy-secure world.

Six Solutions to Battery Mineral Challenges
Claims that it’s immensely destructive if not impossible to find enough minerals to make all the batteries that a global fleet of EVs will need are often exaggerated. They can become manageable if we include solutions often overlooked.

Profitably Decarbonizing Heavy Transport and Industrial Heat
Transforming the “harder-to-abate” sectors of heavy transport and industrial heat Is not uniquely hard and can be lucrative.

Energy System Transformation for a 1.5 Degree Celsius Future
Using Climate and Energy Scenarios to Inform Strategy and Policy introduces the role of climate and energy-economic scenarios in informing climate-aligned policy and strategy.