Energy Aspects is excited to announce the launch of Trading the Transition, our new service that analyses how the outlook for the decarbonisation drive over the next decade is affecting today’s energy landscape. 

Although the transition to net-zero emissions is a multi-decade effort, governmental policies and investment decisions by market actors are already having an impact on energy markets. The effects of these deep trends on tradeable markets will only be further amplified in the future.

Understanding the massive swings in energy supply and demand taking place will enable market participants to confidently plan for the years ahead, especially as capital allocations shift in response to market signals. Traditional supply sources will still be needed well into the future, but renewables will take big bites out of demand in places, causing energy markets to pull in many directions at once. Policies seeking to guide the speed and direction of the transition will only amplify the challenge. 

While there is increasing awareness of climate targets and long-term policy solutions, we seek to identify the energy transition’s short-term challenges and analyse how these are shaping markets right now. We explore the contours of the energy transition’s outlook over the next 5–10 years, with a focus on:

• Global decarbonisation trends and what they mean for today’s markets. 
• Policy and regulatory developments that will affect the demand, supply and pricing of traditional liquids products over the medium term.
• How technological developments in hydrogen, CCUS, biofuels, EVs and other areas will influence market dynamics. 

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We aim to help you make informed trading and investment decisions amid the rapid shifts taking place. We’re excited to see what the future will bring.