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The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?
US coal markets are seeing a strong recovery from the abysmal market conditions in 2020. Can this resurgence continue this year?
Residential solar installers endured a tumultuous 2020, heavily influenced by the pandemic. The competitive landscape shifted, and top installers did not recover evenly. How has the leaderboard changed? And will Tesla threaten Sunrun's top spot in 2021?
Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?
2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.
While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?
Leverage our real-time and historical data to understand Hurricane Ida's impacts to the crude supply chain.
Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.
US solar prices are on the rise. Our quarterly US Solar Market Insight, created in collaboration with the SEIA, explores the latest developments and the industry response.
We use Lens Power to assess the feasibility of this ambitious target.
In conversation with WoodMac’s Senior Energy Storage Analyst, Vanessa Witte, as part of WoodMac’s recent Power & Renewables Virtual Conference, ESS’s CEO Eric Dresselhuys acknowledged that energy storage has been a big question since the early days of the renewables industry in the United States
A more mature tight oil sector means investors are looking for value, not just growth. Achieving value will mean limiting reinvestment and reducing production.
Residential battery storage in the US is growing quickly as more customers become familiar with solar-plus-storage options for backup power.
Responsibly sourced gas (RSG) is gaining traction in the US as investor pressure incentivises faster decarbonisation and higher ESG standards.
Opposing dynamics – from escalating supply chain constraints to the Build Back Better (BBB) Act – could drive the biggest fluctuations in near-term US solar capacity since 2016.
The focus turns to climate change and conservation, federal agencies look to tighten up the rules and congressional acts aim to shift the focus to renewables as midstream operators rise to the energy transition challenge.
Expanded incentives and program allocations boost the forecast for US community solar – but siting and interconnection challenges are growing.
The grid-scale and distributed battery storage segments have delivered record-breaking growth in the US – despite challenges and project delays.
North American gas prices were quiet for more than a decade. Now changing market conditions are creating increased volatility
Wood Mackenzie experts investigate Canadian Natural Resources' upstream portfolio, exploring how the company stacks up against other large North American producers, what's driving the C$100 billion market valuation, future opportunities, and potential risks.
What a Republican mid-term victory could mean for US energy and climate policy.
Two ways the flagship legislation will accelerate decarbonisation in the US.
One value stack layer does not exist yet and will require greater ambition from customers and aggregators.
Constraints including investor expectations and equipment shortages mean growth has been steady, not rapid.
The US state's enhanced climate solutions bill targets zero carbon by 2045 – transmission issues and reliability concerns must be overcome.
The loan segment has seen 59% year-over-year growth but rate volatility and the passage of the Inflation Reduction Act (IRA) will shake up the residential solar market mix.
Is nuclear key to net zero in Asia?
Key trends from our latest Grid Edge Quarterly Briefing
Tesla is working on an affordable electric car which could transform the market
The IRA’s clean electricity tax credits will likely be extended well beyond 2032 – representing trillions of dollars for new renewables and storage projects.
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