Low-Carbon Energy Research
Levelized Cost of Energy: Renewables Declines Will Continue at Slower Rate
- Elevated trade and geopolitical tensions are making projected cost declines of capex-intensive renewable technologies slower than we had previously expected. As part of Energy Intelligence’s proprietary modeling, we have revised up our long-term renewables LCOE projections. Nevertheless, renewables will still be cheaper than fossil fuels and we still envisage accelerated renewable rollout over the next few decades. While LCOE continues to attract some methodology criticism, it remains a useful tool and our analysis shows that renewables generation would still be globally cost competitive even adjusting for these sensitivities.
Key contents of the report:
- LCOE Outlook
- Common Concerns of LCOE Analysis
- Implications for the Electricity Mix
- Appendix: Assumptions
Special Report
Emissions Monitor: February 2026 Update
Energy Intelligence’s latest update to the Emissions Monitor reflects a full performance benchmarking for FY2024, with data from a total of 43 oil and gas companies. As part of our proprietary analysis, we find that methane performance continues to improve markedly year-on-year across all peer groups, while operated emissions performance (Scope 1 and 2) is mixed. Upstream emissions intensity, however, continues to decline, suggesting that companies are learning to produce more hydrocarbons with a lower per-unit carbon footprint. Energy Intelligence has also added six independent E&Ps and three state firms to coverage in the Emissions Monitor: Antero Resources, Devon Energy, Coterra Energy (to be acquired by Devon), Murphy Oil, Galp Energia, Tullow Oil, YPF, KMG and OQ.
Key contents of the report:
- Operational emissions benchmarking
- Methane emissions benchmarking
- US independent E&Ps in focus
- New company emissions profile
- Appendix: GHG emissions reduction targets
Risk Research
2026 Political Risk Outlook: Elections and Gen Z Protests
After a volatile 2025, elections and protests will continue to influence political risk over the course of the year with major energy sector implications. In this special risk outlook report, Energy Intelligence outlines the four most important elections to watch for the energy sector: US mid-terms, Colombia, Brazil and Israel. We also detail other elections on our radar, with specific hydrocarbon sector, transition and geopolitical implications. The report also highlights the “Gen Z” protests, which are occurring with increasing frequency, spreading from Southeast Asia to Africa, Europe and Latin America.
Risk Research
Energy Economics Monitor: February 2026 Update
Energy Intelligence’s Energy Economics Monitor analyzes the key macroeconomic factors impacting energy market movement and sector investments. Our latest outlook suggests global growth has cooled as weakness in manufacturing outweighs resilience in services. Trade uncertainty has resurfaced, with renewed US-Europe frictions and a shift to new bilateral deals. This points to continued divergence, with North America and some emerging markets showing firmer momentum, while Europe and manufacturing-heavy economies remain the main laggards into early 2026.
Low-Carbon Energy Research
Low-Carbon Energy in the Mideast Gulf: Saudi Arabia and UAE Seize the Initiative
The uptake of low-carbon energy in the Mideast Gulf in the coming years is likely to be surprisingly fast. Energy Intelligence finds that the region has cost competitive renewables and few reservations about using low-cost Chinese technology. Some states – principally Saudi Arabia and the United Arab Emirates – see strategic value in embracing low-carbon energy while still championing hydrocarbons. The report examines the renewable power sector, low-carbon hydrogen and other technologies, as well as country-level review of Saudi Arabia, UAE, Oman, Qatar and other regional states.
risk research
Iran: Political and Energy Outlook Amid Intensifying Regional Risks
Despite Iranian protests appearing to lose steam, the threat of domestic unrest and foreign intervention remains. In a worst case, a potential US-Iran conflict could spillover and threaten vital regional energy exports. In this special report, Energy Intelligence lays out three likely pathways, with a base case scenario, Suppression and Defiance, where Tehran holds power with limited concessions but does not quell the economic unease, leaving the door open to future volatility. For the energy sector, renewed disorder and US military intervention present major downside supply risks, with Energy Intelligence providing production forecasts based on the political scenarios and implications for global energy flows.