Key Opinion Leaders: Decoding the Energy Transition

Case for tracking: U.S. policies have always favoured fracking; in fact, shale gas extracted using fracking played a crucial role in the US becoming the largest producer of natural gas in the world. With the U.S. set to follow a very pro-fracking “America-first” approach to natural gas and oil production...

Case for tracking: Speculations about solar energy carry on from Q4 2024 to Q1 2025. Never-the-less, solar projects remain prominent, especially in the GCC (Oman, Saudi, etc.). While still dependent on traditional means to combat intermittency, solar remains the most scalable renewable energy available, and thus still a key player...

Case for tracking: Nuclear is being positioned as a clean, reliable base-load solution, making it a critical area to watch in global energy strategies. SMR are becoming more relevant in countries that do not produce LNG on a large scale, but even countries like the U.S. and Saudi Arabia are...

Case for tracking: In early 2025, U.S. energy policy underwent a sharp shift under the Trump administration, with a strong push to increase oil, gas, and fossil fuel production. Key moves include declaring a national energy emergency, pausing wind energy permits, and reversing many of Biden’s climate-focused rules. These changes...

Case for tracking: The global LNG market has continued its trajectory of expansion, particularly in the U.S., where pipeline infrastructure improvements have significantly bolstered takeaway capacity. Compared to Q3 and Q4 of 2024, LNG exports from the U.S. reached record highs, while crude oil exports declined by 300 kb/d. Europe’s...

Case for tracking: In Q1 2025, AI is no longer just a tech trend—it’s becoming critical infrastructure across sectors like energy, mining, logistics, and finance. Agentic AI systems are taking on complex tasks in the corporate domain, while industries such as mining are utilising AI to enhance safety and efficiency....

Case for tracking: Solar technology is making some noise as it gets increasingly popular. Several conversations about a causal relationship between use of crude oil and solar energy, with the increased use of oil linked to the production of solar panels and mining for resources used to make solar panels....

Case for tracking: While several people claim that AI will give us the answer to a more sustainable future, some suggest that its training and computing demands are more harmful to the environment than helpful. Within the O&G and energy industry, AI is being adopted in the mining and natural...

Case for tracking: Carbon Capture, Utilization, and Storage (CCUS) has emerged as a critical tool in global climate strategy, especially in hard-to-abate sectors like heavy industry and power. As opposed to our findings from Q1 2024, where most mentions of CCUS were linked to blue hydrogen, Q1 2025 sees CCUS...

Case for tracking: In Q2 2025, CCUS gained momentum as U.S. policy proposals to expand 45Q tax credits advanced and the EPA approved more CO2 injection wells, enabling companies like Occidental to scale carbon storage alongside fossil fuel production. Public support is growing, but the bankruptcy of a major carbon...

Case for tracking: In Q1 2025, the Trump administration focused on strengthening energy ties in the Middle East, with Trump’s Gulf tour promoting cooperation on oil, gas, and small modular reactors (SMRs). The UAE explored nuclear expansion, while Saudi Arabia remained in early-stage talks. In Q2, the focus shifted sharply...

Case for tracking: Q2 has shown a sharper, less anticipated surge driven by AI-focused data centres, compared to Q1 2025, when electricity demand growth and renewable adoption largely matched expectations. Natural gas has become the primary near-term solution, with former coal plants quickly converted to gas-powered campuses despite emissions and...

Case for tracking: Nuclear energy saw renewed global momentum as nations and institutions embraced it for clean, reliable power in Q2 2025. The World Bank lifted its funding ban, enabling developing countries to pursue nuclear growth, with a focus on safer, faster-to-deploy small modular reactors (SMRs). The U.S. ramped up...

Case for tracking: In Q2 2025, U.S. LNG exports surged, driven by projects like Venture Global’s Plaquemines terminal, but rising output exposed infrastructure bottlenecks, especially in the Appalachian pipeline network. Globally, LNG demand deepened across Asia, with Qatar’s capacity growth, Japan’s shifting gas outlook, and Vietnam’s power sector expansion fuelling...

Case for tracking: While Q1 highlighted AI’s integration in sectors like mining and energy, Q2 showed how supporting this growth became a policy and energy challenge, driving global competition and long-term strategic planning. Artificial intelligence evolved from a tech trend to essential infrastructure, deeply embedded in industries like energy, mining,...

Case for tracking: Nuclear power back in the conversation in the renewable space. Asian countries like Japan have restarted their nuclear plants to meet the energy demands and to cope with high gas prices. Russia has also started investing more on nuclear plants. The US and their tech giants are...

Case for tracking: Since we were tracking blue hydrogen and have done a thorough desk research and reporting on it, we have come to understand that it is just a place holder until sustainable hydrogen becomes more scalable. But we also understood that hydrogen is here to stay due to...

Case for tracking: Natural gas appears as a prominent mention throughout the 14 strategic and corporate reputation pillars. It is claimed that LNG has lower emissions compared to coal and other fossil fuels, and thus happens to be a safe option that several O&G companies can rely on to meet...

Case for tracking: The U.S. appears as a prominent mention throughout the 14 strategic and corporate reputation pillars. Hugely influences O&G and energy conducts throughout the world, especially because of its strong but complex foreign relations paired with its drastically fluctuating political climate. Moreover, with the Republicans getting control of...

Case for tracking: While this seems to be a low volume topic to track, deeper dive into articles suggest that this renewable energy has potential. The main drawback of geothermal energy is the accessibility and the fact that the plants have to be built close to the source itself. But,...

Case for tracking: A clear spike was seen in the month of May 2024 (previous spike of similar amplitude last seen between June and July of 2023). A relatively new area getting a lot of significant mentions with LLMs and transformers being adopted by pretty much every industry. Scope for...