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AI-driven data centre growth is accelerating investment across generation, storage and grids, but rising demand is widening the risks and opportunities for investors
According to the U.S. Solar Market Insight Q4 2020 report, released today by Wood Mackenzie and the Solar Energy Industries Association (SEIA), solar accounts for 43% of all new electric generating capacity additions through Q3 2020, more than any other electricity source. The report projects a record 19 GW of new solar capacity installations in 2020, representing 43% year-over-year growth from 2019.
What opportunities, challenges and risks does the world of energy and natural resources face in 2025? From geopolitics to Big Oil M&A and innovation in power. Our experts share their thoughts.
The world will have 5.7 TWdc of solar by 2033, largely driven by China
The Middle East conflict has shattered assumptions about US energy independence but American tight oil is responding. With prices elevated and activity picking up, Wood Mackenzie has raised its US production forecasts, and next year's output response could be significant.
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.
Zero-carbon energy is the future. In the Edge this week we look at green hydrogen and its potential to speed up decarbonisation and get the world onto a 2-degree pathway.
The Inflation Reduction Act (IRA) aims not only to incentivise and foster the development of the low-carbon technologies essential to achieving net zero but to build out the domestic supply chains to support them, too. Simon Flowers discusses five key takeaways for battery cell production that are central to the roll-out of electric vehicles (EVs) in the US.
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