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How surging AI, manufacturing and crypto demands could impact US power markets
A new Republican administration signals sweeping policy changes, from emissions standards and EV subsidies to battery tariffs and import rules. How could these shifts disrupt commodity supply chains, alter EV adoption rates and redefine opportunities for automakers and battery producers worldwide?
How can the solar industry navigate IRA uncertainties to maximise growth opportunities?
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
The decoupling of US electricity demand from economic growth over the last seven decades is set to reverse amid burgeoning data centre development, a resurgence in energy-intensive US manufacturing, and more transport and heating electrification - resulting in electricity demand growth not seen since the 1990s
Total renewables capacity in the region is set to grow by 750% over the next 10 years.
We explore the market trends and challenges affecting the long-term outlook
We explore the impact of China's new rules on solar PV overcapacity, pricing and market dynamics
The US agency’s 2025 VPP Liftoff Report Update offers a playbook to accelerate virtual power plant adoption
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
Soaring solar and storage bring in the Lunar New Year of the Snake.
Learn about Sylvia's path into solar energy, the challenges she’s overcome and what she’s bringing to the podcast.
Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation
How financial companies, utilities and developers are using Lens Power & Renewables to turn unprecedented demand growth and grid constraints into opportunities
Key takeaways from meetings with government representatives, private and institutional investors, operators and developers at the 2025 Prospectors & Developers Association of Canada (PDAC) convention
Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.
Residential solar installed capacity contracted for the first time since 2017, with significant shifts occurring in the financing landscape
Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?
Chinese companies installed 24 GW of power generation projects in Belt and Road countries in 2024 - twice the capacity reached in 2023 – and the demand continues to grow
Insights for stakeholders on the future of the electricity grid – from our energy supply chain experts
Recent actions create an uncertain environment for future solar growth
Our latest research, powered by the Lens Power & Renewables offering, shows regional contrasts emerge as demand surges, storage booms and policy uncertainty reshapes investment flows
How will global power markets evolve over the next decade and beyond?
Grid forming BESS technology emerges as essential grid stabiliser as renewable energy capacity surges toward US $5 trillion in global additions over the next decade
Our recent webinar explored how the OBBBA is reshaping renewable energy, emerging technologies and oil & gas markets
The intersection of energy independence, job creation and renewable growth presents an enormous manufacturing opportunity for investors and financial companies
See how Lens Carbon provides visibility into over 20,000 offset projects across 18 registries.
In a recent Horizons Live Q&A webinar, our experts answered utilities and developers' burning questions around how power industry stakeholders must adapt their strategies to rise to a huge US electricity demand challenge that could quickly become a supply chain crisis
Tracking global developments in carbon pricing, compliance mechanisms, and regulatory frameworks.
A data-driven view of Mexico’s midyear slowdown and what is coming next.
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