Key Analysis

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Could We Be Wrong About BRL?

We maintain a firmly negative stance on the Brazilian real, expecting additional downside in light of very weak macroeconomic fundamentals, which will limit capital inflows, and a significant...

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Modi's Power Plans: One Year On

Our view that power sector reforms would be a top priority for Modi's government is playing out. We are witnessing notable progress in the Indian power market with regards renewable energy expansion...

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Coal: China and US To Lead Global Cutback

Global coal production will contract over in 2015 and 2016 and start to recover from 2017. Production in key producers such as US and China will contract on the back of new environmental regulations...

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Digital Technologies Lead R&D Innovation

Advancement in digital technologies will support process optimisation in the oil and gas industry. Productivity gains will be seen in shale developments over 2015 due to improved well logging, though...

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REIPPP: Powering On Amid Energy Chaos

South Africa's renewable energy auction continues unabated despite the conventional power sector remaining firmly in crisis mode. We have long-held the view that the country's renewables sector is a...

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