エネルギー　最近の論考など

データセンター産業が急速に拡大する一方で、電力、サプライチェーン、サステナビリティの課題がその成長を脅かしています。企業はいかにして障害を乗り越え、高まり続ける計算処理能力へのニーズに対応することができるのか、その方法を考察します。

不確実性の高い時代、企業リーダーにとって、世界的な潮流を読み取ることは自社の戦略の方向性を定めるうえで欠かせません。本書は、今後10年先の事業環境を見据え、2025年時点で優先的に検討すべきとBCGが考える経営上の重要論点を提示しています。

膨大なデータから適切な行動を導き出すAIは、企業の温暖化ガス排出量の削減とコスト削減の両方を実現できる可能性があります。本稿では、サステナビリティへの取り組みにおいて、企業がAIのメリットを最大限に得るための3つのアプローチを提示します。

気候変動対策イノベーションに取り組む企業は、複数のアプローチを探るとともに、投資家や政府、研究機関を含むエコシステムを活用することが求められます。

Companies have a major opportunity to move from providing clean energy solutions that customers think they should buy to creating compelling products and services that customers will want to buy.

Achieving net zero will require driving an energy transition with unprecedented speed. That transition promises to have far-reaching implications.

To prepare for tomorrow’s global energy system, players need to understand how power market dynamics are evolving today.

Appointing a leadership team is often one of the first challenges facing a CEO. And it’s important strategically, culturally, and operationally. In this episode of CEO Moments of Truth, Exelon’s Calvin Butler shares his thoughts about choosing the right people to help lead the firm through a period of intense change. This includes finding the people who will step up during tough times.

Some refiners have already moved aggressively and produced big savings. Others have been slower to address inefficiencies.

Discover insights on energy trading strategies, market dynamics, and capabilities driving Asia-Pacific utilities to navigate change and emerge as global trading leaders.

Companies with the highest shareholder returns effectively managed capital allocation tradeoffs between reinvestment decisions, shareholder payouts, and balance sheet improvements.

These aren’t traditional capital projects—so, to succeed, companies need to deploy new collaborative approaches, capabilities, and tools.

With AI and GenAI applications poised to revolutionize the oil and gas industry, companies must develop the capabilities to quickly and flexibly adopt these new technologies.

AI development is fueling a surge in energy demand, threatening net zero commitments. By working together, CEOs across industries can keep both transformations on track.

Four major barriers stand between emerging climate technologies and adoption at scale. Here’s how earlier pioneering technologies—wind, CCGT, renewables, LNG, and solar—overcame them.

To unlock the full value of existing operations, oil and gas companies must improve collaboration among their business and IT teams and leverage the mountains of data that they have at their disposal.

Oil and gas companies have a major opportunity to build low-carbon businesses. BCG research finds that they’re developing smart strategies to overcome challenges and lead the energy transition.

BCG’s recent report outlines five ways to encourage removal of residual CO2 emissions, a critical factor in achieving global targets to curtail climate impacts.

 As a climate mitigation tool, recycling captured carbon—rather than storing it—is attracting growing interest. But how viable is it?

These novel approaches accelerate the timelines of large projects while reducing costs and risks.

As AI investments soar, so do energy demands. BCG’s Vaishali Rastogi and Pattabi Seshadri discuss the deepening relationship between the technology and energy sectors.

Facing a perfect storm, the offshore wind industry must pivot to efficient O&M. PEAK Wind and BCG reveal seven key indicators to future-proof the industry’s success through O&M.

Successful developers and investors take into account market differences. But they also rely on five factors that hold true across the region.

These are some of the key signposts to look for when considering different scenarios for future oil demand.

Green hydrogen will radically change how we power the planet–and the Nordics are frontrunners.

Discover how Ergon Energy Retail, an Australian utility, is transforming its business to provide sustainable and dependable energy.

Mike Boots, executive vice president of Breakthrough Energy, discusses the importance of supporting climate tech companies through every stage of the innovation cycle.

The Danish startup, a leading biomethane producer, employs an innovative energy-cluster concept to meet local needs—and is planning a global expansion.