Calash has brought together some of the most recent data, alongside its own insights into investment trends in the energy sector, to provide a view on the risks facing investors in the power and energy space.
Electric vehicles are becoming a normal part of our everyday lives, but the adoption of electrification technology across heavy transportation could take a different path to decarbonisation – how applicable is battery technology to larger vehicles? How quickly will electrification find adoption across freight and supply chains?
In this Executive Insights, Calash explores the emerging CCUS market, its technical crossover with oil and gas, and how technology and service providers can gain exposure to the space.
May 2022: The subsea market is heavily exposed to the energy transition, with offshore wind increasingly providing new project work. However, telecoms, power, and even deep-sea mining, are other areas of potential diversification. But how best to gain exposure to these booming markets?
Hydrogen’s role in the energy transition has received increasing attention over the past 24 months, principally due to its ability to decarbonise hard to abate sectors, such as steel production, and balance intermittent power generation from renewables.
There’s space in the North Sea for both offshore wind and natural gas production to provide sustainable energy for northern European nations – but will a limited pool of offshore service providers meet the growing demand of operators?
Over the past 18 months Calash has seen an increased interest in the mining sector, reflecting its role in the energy transition, including oilfield service companies looking to diversify. However, for many investors, the role of mining is less clear.
