As crude and LNG flows out of the Gulf are choked by attacks and the near‑closure of the Strait of Hormuz, governments and corporates are reframing renewable energy from a climate option to a national security imperative. This article unpacks what the conflict means for oil and gas balances, how it is reshaping risk premia and supply strategies, and why it is turbo‑charging investment narratives around renewables and storage.

Spain’s green hydrogen story is moving from strategy papers to bankable reality. The latest milestone is Brussels’ approval of a 440 million euro Spanish aid scheme to support renewable hydrogen production through the European Hydrogen Bank’s “Auctions‑as‑a‑Service” (AaaS) mechanism. This second Spanish participation under the AaaS framework is financed with Recovery and Resilience Plan (PRTR) funds and is explicitly tailored to scale industrial‑grade electrolysis capacity.

Hydrogen is moving from vision to execution in the European Union: by early 2026 the regulatory framework for renewable (“green”) and low‑carbon hydrogen is largely in place, key funding pillars are operational, but real delivered volumes and infrastructure still lag far behind the 2030 targets of 10 million tonnes of domestic renewable hydrogen and 10 million tonnes of imports.

Spain’s biofuels industry is entering a scale‑up phase in which advanced HVO, SAF and biomethane are set to become the main growth and value drivers, while legacy FAME biodiesel and 1G ethanol stabilize under stricter sustainability and ILUC rules.

The white paper Industrial Transformation in ASEAN: A Cluster-Driven Model for Regional and Global Collaboration examines South-East Asia’s rapid industrial growth while navigating rising energy demand and the energy transition. ASEAN is home to over 670 million people and is the world’s fifth-largest economy. As its economies expand, dependence on fossil fuels, fragmented policies and high financing costs risk undermining energy security, competitiveness and resilience.

Fossil fuels are no longer optional in the near term, yet their long-term dominance is increasingly questioned; biofuels and clean fuels are emerging as strategic bridges; and the energy transition’s contours are reshaping investment flows, infrastructure priorities, and risk management frameworks for energy and commodity traders.

Discover how moderating inflation, shifting fiscal policies, and global trade dynamics are creating a delicate balance of tailwinds and headwinds across major economies. From the US avoiding recession and Western Europe’s subdued growth, to China’s pivot to domestic demand and India’s resilience amid tariffs, this episode delivers actionable perspectives on emerging trends, risks, and opportunities.

As geopolitical and policy volatility reshape global priorities, sustainability-minded companies and investors must look beyond quarterly cycles to ensure long-term prosperity. Our 2026 Sustainability Outlook delivers essential intelligence on climate risk, decarbonization, adaptation, and the evolving landscape of corporate commitments, empowering you to make confident decisions in uncertain times.

In the last five years, green hydrogen has moved from a niche idea to a cornerstone of the European Union’s vision for decarbonisation. Although still in its early stages, this energy carrier — produced through electrolysis powered by renewable electricity — is shaping up as a critical tool for reducing carbon emissions in hard-to-abate sectors such as heavy industry, long-distance transport and chemical manufacturing.

Over the past five years, biofuels have continued to play a relevant role in Europe’s energy transition. Although often overshadowed by the rapid growth of electrification and renewable sources such as solar and wind power, biofuels remain essential in sectors like transport. Between 2020 and 2025, their consumption in the European Union reflected both the progress achieved and the tensions inherent in a transforming energy system.

On Monday, April 28, 2025, at exactly 12:33 pm (CEST), daily life across the Iberian Peninsula came to an abrupt halt. In just a few seconds, mainland Spain and Portugal — nearly 60 million people — lost electricity almost entirely. Trains stopped, traffic lights went dark, mobile networks became unreliable and hospitals switched to emergency generators. For many citizens, it was the first time they had experienced a blackout of such magnitude.