Our Latest Thinking on Energy

Data centers are booming, but power, supply chain, and sustainability challenges threaten growth. Here’s how companies can surmount the obstacles and meet the growing thirst for computing power.

The BCG-WEF report explores how companies can gain competitive advantage by turning the net-zero challenge into a business opportunity.

The energy transition has entered a new phase—and a number of shifts, including an increased focus on energy security and affordability, are reshaping the path ahead.

Leaders must boost the finance function’s performance in several key areas to enable their companies to successfully navigate the energy transition.

Companies have a major opportunity to move from providing clean energy solutions that customers think they should buy to creating compelling products and services that customers will want to buy.

Achieving net zero will require driving an energy transition with unprecedented speed. That transition promises to have far-reaching implications.

Growth opportunities remain in Southeast Asia upstream, but the easy barrels are gone. Success now depends on capital discipline, execution speed, and the capability to unlock complex assets.

Renewable energy has become so abundant that it is cannibalizing its own value. The solution lies in changing how and when electricity is consumed, stored, and moved.

Headlines may suggest climate investing is dead, but a confluence of tailwinds is creating opportunities in low-carbon technologies as well as in circularity, adaptation, and resilience solutions.

Three imperatives—do the right work, use the right resources, and do the work right—hold the key to better productivity for grid companies.

As supply-demand imbalances and competition escalate, leading petrochemical companies are increasingly using M&As to improve performance and build resilience.

By embedding long-term thinking into how they make decisions, manage debt, and allocate capital, executives can secure resilient value creation.

By becoming AI-first, refiners can create a faster, system-wide response to market volatility, significantly improving margins.

A global race for data centre investment is underway – New Zealand must act fast to convert its advantages into projects, customers and economic growth.

Power and utility companies have a once-in-a-generation opportunity to reinvent their operating model with AI, as pressure mounts on affordability, grid expansion, and reliability.

AI is allowing oil and gas (O&G) companies to streamline operations by predicting equipment failures and to shrink processes from months to weeks.

Utilities are investing heavily in tech-driven changes, but returns are patchy. A strategy with three clear focus areas can unlock the value of this spending.

Winning in an AI-first energy world requires investing in algorithms, business processes, organizational culture, and new types of collaboration.

Maritime decarbonization faces powerful headwinds. Even so, carriers that take a strategic approach to seeking out opportunities can gain green value.

Why do some areas’ efforts to develop renewables thrive while others stall? Our analysis reveals some unexpected factors that influence how wind and solar scale in major markets.

Top performers adopt cost-efficient abatement activities, one of several practices that put them on track to hit self-imposed greenhouse gas emissions reduction targets by 2030.

Oil and gas companies have a major opportunity to build low-carbon businesses. BCG research finds that they’re developing smart strategies to overcome challenges and lead the energy transition.

BCG’s recent report outlines five ways to encourage removal of residual CO2 emissions, a critical factor in achieving global targets to curtail climate impacts.

 As a climate mitigation tool, recycling captured carbon—rather than storing it—is attracting growing interest. But how viable is it?

As oil and gas capital moves to gas and downstream, North American midstream companies must rethink their futures.

The report highlights the growing gap between offshore wind targets and delivery, calling for KPI-based monitoring to identify risks early and keep expansion on track.

Convenience retailing is essential for service stations’ long-term viability. But to succeed, players must have their finger on the pulse of evolving consumer preferences.

TSOs are facing unprecedented capital deployment as they support the energy transition. Our analysis reveals a €250bn gap between expected operating cash flows and required capex through to 2030.

As AI investments soar, so do energy demands. BCG’s Vaishali Rastogi and Pattabi Seshadri discuss the deepening relationship between the technology and energy sectors.

Successful developers and investors take into account market differences. But they also rely on five factors that hold true across the region.

Discover how Bahrain is tackling the energy trilemma—balancing sustainability, affordability, and security—in its national transition strategy.

Green hydrogen will radically change how we power the planet–and the Nordics are frontrunners.

Discover how Ergon Energy Retail, an Australian utility, is transforming its business to provide sustainable and dependable energy.

Mike Boots, executive vice president of Breakthrough Energy, discusses the importance of supporting climate tech companies through every stage of the innovation cycle.

BioCirc is a Danish scale-up that has grown to become one of the world's largest biomethane producers in just a few years. What makes BioCirc unique is its integrated energy cluster concept that groups different technologies, including solar, wind, biogas, electrolysis, pyrolysis, and Power-to-X solutions into a circular energy system that meets all the energy needs of the local community. This way of working also significantly reduces CO2 emissions compared to traditional solar and wind projects. Learn more about how BioCirc has built and scaled its green business so quickly, and its plans for a global expansion as the next stage of its mission to accelerate the energy transition.