by Responsible Alpha | Jan 28, 2026 | Blog, Energy transition and power systems
Source: AP Photo/John Locher For the first time, renewables have overtaken coal as the world’s largest source of electricity, marking a pivotal shift in the global energy transition. Despite surging demand, clean energy is scaling fast enough to meet new needs...
by Responsible Alpha | Nov 18, 2025 | Blog, Energy transition and power systems
Source: Global Project Finance Spread. Special thanks to Christian Wilson, Gireesh Shrimali, and Ben Caldecott for their paper Financing costs and the competitiveness of renewable power (https://doi.org/10.1016/j.isci.2025.113777). Capital costs now play a decisive...
by Responsible Alpha | Nov 6, 2025 | Blog, Energy transition and power systems
Over the longer term, oil demand growth is expected to slow, shifting toward emerging economies and petrochemicals while demands in OECD countries and transportation use declines. This widening gap between rising supply and plateauing demand signals a more volatile...
by Responsible Alpha | Nov 1, 2025 | Blog, Energy transition and power systems
LNG which was once the flexible bridge fuel of the energy transition, is now possibly the next oversupplied commodity. A new report from LSEG shows a risk of oversupply for the global LNG market. If many of the projects that have not reached a final investment...
by Responsible Alpha | Oct 24, 2025 | Blog, Energy transition and power systems
Global LNG capacity is projected to grow by 60% by 2030, with the U.S. expected to contribute half of that growth. The Corpus Christi LNG terminal, operated by Cheniere Energy, is rapidly emerging as a cornerstone of the U.S. liquefied natural gas export boom. This...
by Responsible Alpha | Oct 24, 2025 | Blog, Energy transition and power systems
Crude exports from Corpus Christi from Jan 2024 to Oct 2025 concentrate heavily in a few markets. The top ten destination countries take about 73% exports, with the United States alone at roughly 16%. Many of those top destinations for example the U.S., South Korea,...