In this Executive Insights, Calash explores the emerging CCUS market, its technical crossover with oil and gas, and how technology and service providers can gain exposure to the space.
The subsea market is heavily exposed to the energy transition, with offshore wind increasingly providing new project work. However, telecoms, power, and even deep-sea mining, are other areas of potential diversification. But how best to gain exposure to these booming markets?
Hydrogen’s role in the energy transition has received increasing attention over the past 24 months, principally due to its ability to decarbonise hard to abate sectors, such as steel production, and balance intermittent power generation from renewables.
There’s space in the North Sea for both offshore wind and natural gas production to provide sustainable energy for northern European nations – but will a limited pool of offshore service providers meet the growing demand of operators?
Over the past 18 months Calash has seen an increased interest in the mining sector, reflecting its role in the energy transition, including oilfield service companies looking to diversify. However, for many investors, the role of mining is less clear.
