Our Latest Thinking on Energy

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.

To prepare for tomorrow’s global energy system, players need to understand how power market dynamics are evolving today.

Appointing a leadership team is often one of the first challenges facing a CEO. And it’s important strategically, culturally, and operationally. In this episode of CEO Moments of Truth, Exelon’s Calvin Butler shares his thoughts about choosing the right people to help lead the firm through a period of intense change. This includes finding the people who will step up during tough times.

Electricity grid companies are embarking on a once-in-a-generation task to build the infrastructure needed to provide society with clean, secure, and affordable energy.

Some refiners have already moved aggressively and produced big savings. Others have been slower to address inefficiencies.

Discover insights on energy trading strategies, market dynamics, and capabilities driving Asia-Pacific utilities to navigate change and emerge as global trading leaders.

Companies with the highest shareholder returns effectively managed capital allocation tradeoffs between reinvestment decisions, shareholder payouts, and balance sheet improvements.

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

Electricity demand from Belgian data centers is set to rise sharply as operators look beyond Europe’s traditional hubs to power the next wave of AI-driven growth.

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.

With AI and GenAI applications poised to revolutionize the oil and gas industry, companies must develop the capabilities to quickly and flexibly adopt these new technologies.

AI development is fueling a surge in energy demand, threatening net zero commitments. By working together, CEOs across industries can keep both transformations on track.

Four major barriers stand between emerging climate technologies and adoption at scale. Here’s how earlier pioneering technologies—wind, CCGT, renewables, LNG, and solar—overcame them.

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?

These novel approaches accelerate the timelines of large projects while reducing costs and risks.

The Win-Cost playbook helps offshore wind developers achieve competitive LCOE by setting bold targets, optimizing costs, and transforming project delivery.

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.

These are some of the key signposts to look for when considering different scenarios for future oil demand.

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.

The Danish startup, a leading biomethane producer, employs an innovative energy-cluster concept to meet local needs—and is planning a global expansion.