Powering the energy transition: Our COP30 insights
Stay informed on the key trends, challenges and opportunities shaping the future of energy and climate policy.
Countdown to COP30
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Explore our latest insights and analysis related to COP30, covering key developments, policy impacts and industry responses to the global climate agenda. Stay informed on how governments, businesses and energy markets are adapting to new sustainability goals and climate commitments.
Low-carbon hydrogen faces headwinds amid project halts and cancellations
Most US biofuel production numbers are clearly on track to end the first quarter of this year in negative territory either on a quarter-over-quarter or year-over-year basis, Rystad Energy analysis suggests. The US Environmental Protection Agency (EPA) published the updated statistics for the Renewable Fuel Standard (RFS) program on 20 March covering the supply, trade and price dynamics for February 2025. Similar to previous months, we still observe uncertainty around future biofuel policy starts having a tangible impact on the actual supply for nearly all bio products.
AI energy demands could bring benefits not just burdens
The rise of artificial intelligence (AI) on the global stage has resulted in data centers putting immense strain on global power grids, a turnaround from their previous role as minor electricity consumers. As chatbots become a permanent fixture in work and daily life, demand is being propelled to record heights as each search consumes power. While US data centers consumed 50 terawatt-hours (TWh) of power a decade ago, that figure has risen to 140 TWh today, thereby accounting for 3.5% of the country’s total electricity consumption.
Charged for growth: Insights into the evolving batteries market
Last year marked a turning point for the global battery, electric vehicle (EV), energy storage, and recycling markets. China emerged clearly at the forefront across these sectors, despite facing economic and geopolitical hurdles. This momentum looks set to continue in 2025, driven by supportive policies, ongoing technological advances, and growing consumer demand.
Chinese OEMs in the European wind market: cost advantage meets credibility gaps
Europe’s wind developers are under pressure. High capital costs and limited revenue visibility have pushed project economics into the red, and many are now exploring lower-cost turbine alternatives. With Western OEMs raising prices to recover margins, some developers are starting to look east. Could Chinese wind turbine manufacturers play a bigger role in Europe? Read this special insight from Andrea Scassola, Vice President of Wind Research at Rystad Energy.
Are oil and gas players on track to deliver on their 2025 emissions targets?
Decarbonization in the oil and gas sector has long been a pressing and highly debated topic among stakeholders. With 2025 being a milestone year for emissions targets, the question remains: will it mark a period of downward revisions, a continuation of the current trajectory, or a moment for companies to intensify their efforts? The direction and scale of change will ultimately determine whether these companies can achieve their intermediate emission targets and make meaningful progress towards broader net-zero commitments.
COP30: Economy for the Transition
As the world gathers in Belém for COP30, the spotlight turns to the Amazon and the urgent need for actionable climate progress. This year’s summit is a pivotal checkpoint for the global energy transition, with key themes including climate adaptation, forest preservation and the scaling of climate finance. For the energy sector, the outcomes of COP30 will shape investment priorities, emissions accountability and the evolving role of gas and renewables in a low-carbon future. At Rystad Energy, our independent data, forecasts and sector expertise equip stakeholders with the insights needed to navigate this shift, ensuring that decisions are grounded in fact, opportunity and long-term sustainability.
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