The changing energy mix and pathways to net zero

• Historic trends in emissions and the energy mix
  – Examining energy mix data from BP, the International Energy Agency (IEA) and others
• Decarbonisation success stories: what are the key lessons?
• Data showing regional contrasts within the global energy transition picture
  – Comparing and contrasting markets including Germany, France, the US and Southeast Asia
• Policy and the energy transition: key motivations, constraints and industrial strategies
• Examples of net zero scenarios and modelled pathway
  – Examples including the IEA, IRENA, Shell and others
• The oil & gas sector and the energy transition: business drivers, risks and opportunities
• Follow the money: investors and the energy transition

Electrification: its drivers, applications and limitations

• The basis of electrification’s role as a core carbon reduction strategy
• The disruptive impacts of rapid cost reductions in renewable power and battery storage
  – Market data for key technologies including solar PV and Li-ion battery storage
• The current status and rates of change in transport and heat electrification
  – Market data on electric vehicle (EV) and heat pump growth, both globally and in key markets including Europe, the US and Asia
• Trends in the evolving electricity mix: how clean is electrification?
  – Contrasting examples of electricity mix decarbonisation: the UK and Germany compared
• A critical review of renewable vs. conventional power sources from a system resilience perspective
• Limits to electrification, including grids, power supply attributes and critical mineral resources
• The digitisation of energy (and its implications for rates of change)
• The disruptive role of aggregation and Virtual Power Plants (VPPs)
  – Examples of market innovation from the US and Europe

Sources and applications of ‘clean fuels’

• Oil & gas sector transition strategies: how can they move beyond fossil fuels?
• Pathways to hydrogen, hydrogen derivatives and ‘e-fuels’, including technology status, scale and cost considerations
  – Pilot and commercial-scale project examples covering hydrogen, ammonia, methanol and e-fuels from around the world
• Focus area: current and proposed solutions to decarbonising shipping
  – Examples of low-carbon shipping projects in Europe and Asia
• Focus area: current and proposed solutions to decarbonising aviation
  – Examples including the UK’s ‘Jet Zero’ initiative, and pilot stage hydrogen-powered flights
• Biofuels as an alternative to hydrogen-based fuels: what are their pros and cons, and limits to scale?
• Clean fuel blending strategies
• Policy and the development of clean fuel markets
  – Example: the EU’s new mandates for clean hydrogen in industry and clean fuels in road transport, shipping and aviation

Carbon Capture and Storage (CCS): a lifeline for fossil fuel producers?

• The current scale of the CCS market
  – Examples of project data resources and a review of global market growth and trends
• Carbon capture technologies: reviewing the options available
• Carbon transport and storage options and scalability challenges
  – Illustrated by new project examples in Norway, the Netherlands and the US
• Putting the ‘net’ in net zero: the critical role of carbon removal solutions, including BECCS and DACC
• Carbon pricing and policy: a confusing picture!
  – Reviewing the global map of carbon pricing schemes and examining trends in example markets including the EU, US and China
• Carbon capture and the continued use of fossil fuels: will this compete with the development of electrification and/or clean fuel pathways?
• Summary: the energy transition as a mix of coexisting low carbon solutions