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COP27 is ongoing, but progress could be limited by the leaders of China and India staying away from the summit in Egypt
Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.
November’s US elections will have major implications across the power and renewables industry
Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs
The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.
With extreme power market volatility and price fluctuations which cause uncertainty in trading and asset valuations, the need for price forecasting at a nodal level has never been greater
Total forecasted buildout of US utility-scale solar is expected to reach 172 GW by 2027 – if the climate provisions in the Build Back Better Act are passed later this year.
The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035
The 2020 elections bring US energy policy to a fork in the road. Trump offers continuity, with some further easing of regulations on the oil, gas and coal industries. Biden offers a return to the Obama administration’s strategy of using regulation to cut emissions, and more ambitious moves if the Democrats win control of Congress.
Congress and President Biden are at odds over possible new duties on modules imported from Southeast Asia
Hydrogen made from water has been discussed as an energy carrier for 150 years. A steep decline in its cost means it may at last become viable
North America focuses on domestic resource value while recalibrating climate and competitiveness priorities.
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