Key Analysis

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No Tailwinds For Expensive Offshore Wind Power

We maintain our downbeat outlook for US offshore wind power, as continued high costs, due to limited government support and the lack of a domestic supply chain, will ensure that project developers...

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Domestic Power Players To Dominate

Indonesia's power and renewables competitive landscape will remain dominated by domestic firms, notably PLN over the coming years, as the state-utility drives Indonesia's ambitious power sector...

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Gasoline Market Facing Near-Term Pressure

Powerful gasoline output growth and slower demand growth in key markets will maintain the apparent oversupply in the Asian gasoline market, supporting our bearish near-term view. Our longer-term...

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