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Trade actions and supply chain challenges steal spotlight from strong US solar deployments

14 September 2021

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.

Opinion

Carbon capture and the future of LNG in Asia

08 September 2021

With LNG projects among the most emission-intense assets in the oil and gas sector, many companies are now actively working to lower the carbon intensity of their LNG portfolio.

Opinion

Could solar energy power nearly half of the US electric grid by 2050?

20 September 2021

We use Lens Power to assess the feasibility of this ambitious target.

Opinion

Making Long Duration Energy Storage Viable

12 September 2021

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

Opinion

COP26: Four reasons why solar is vital for the energy transition

30 September 2021

Solar's flexibility, cost-competitiveness, job creation and momentum are key reasons it should be a focus of COP26 negotiations.

Opinion

COP26: Carbon capture & storage and low-carbon hydrogen

22 September 2021

A critical outcome of COP26 will be a global response on carbon pricing and enabling policies, aimed at bridging the gap on high-cost CCS and hydrogen.

Opinion

The significance of low residential solar-plus-storage adoption in New Jersey

04 October 2021

Residential battery storage in the US is growing quickly as more customers become familiar with solar-plus-storage options for backup power.

Opinion

China, coal and the big crunch

07 October 2021

The impact of China’s power crunch is being felt globally. As Beijing’s ‘at all costs’ directive pushes coal and gas prices higher, governments, energy suppliers and customers across Asia and Europe are bracing for a tough winter ahead.

Opinion

Offshore wind valuations: a closer look at performing sensitivity analysis

10 November 2021

Using Lens Power Valuations, we flex assumptions and perform sensitivity analysis for offshore wind assets in seconds.

Opinion

Eni acquires 20% stake in the Dogger Bank C offshore wind project

25 October 2021

Eni is growing its level of investment in UK Dogger Bank, the world’s largest offshore wind farm, currently under construction. We discuss Eni's growth strategy in offshore wind using Lens Power Valuations.

Opinion

Asia’s energy crisis and net zero – no turning back

28 October 2021

Covid-19 made mincemeat of energy price forecasts. From the depths of the oil price crash in March 2020 to the surge in Asian spot gas prices to over US$50/mmbtu for the first time ever earlier this month, the pandemic has shredded predictions (and egos) as fast as they could be produced.

Opinion

EVs: the biggest lever in driving the energy transition

03 November 2021

In China transport generates 25% of emissions, in Europe 27% and in the US a whopping 29%. Electric vehicles offer a road to redemption for the sector.

Opinion

How ports can navigate the energy transition

15 November 2021

Energy and commodity markets are transforming, and so is the role of ports. What are the key questions for port operators and investors as global economies push for net zero?

Opinion

Why COP26 was a success, albeit a qualified one

16 November 2021

We estimate that if all pledges made at COP26 are actioned, the world could reach a 2 °C pathway, although we would still fall short of 1.5 °C.

Opinion

The future of energy storage

18 November 2021

The vast majority of carbon emissions from Asia Pacific are now covered by net zero targets. Wind and solar generation will be critical to achieving this but must be combined with energy storage.

Opinion

Sunny side up: our European solar PV market outlook 2021

19 November 2021

Solar power becoming more competitive, falling costs and green hydrogen policy developments could all incentivise more solar PV deployment.

Opinion

What COP26 means for energy and natural resources

01 December 2021

Despite a lack of globally aligned policies and projects for carbon reduction, we see COP26 as a qualified success. So, what are the implications?

Opinion

Can green hydrogen compete on cost?

07 December 2021

Cost reductions for low-carbon hydrogen are critical to enable a swift energy transition.

Opinion

False dawn for lithium-ion battery recycling?

08 December 2021

The supply imbalance for critical battery materials is the greatest challenge to transport electrification. Li-ion recycling will have only a limited impact to 2030.

Opinion

Redefining the US ‘solar coaster’

14 December 2021

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.

Partnered Content

We need to supercharge green hydrogen to accelerate the march to net zero

01 February 2022

Given the right market and policy environment, green hydrogen has potential as a key driver for the net zero goals of many nations who participated in COP26.

Opinion

What role will ammonia play in global hydrogen trade?

10 January 2022

Low-carbon ammonia is emerging as a carrier of choice for hydrogen exports, but it’s not without its challenges.

Featured

Power and renewables companies face merging headwinds in 2022

17 January 2022

There’s no shortage of ambition or growth potential in the power and renewables sector. But while energy transition momentum builds, near-term risks have also risen.

Featured

Why 2022 will be a pivotal year for European power and renewables

19 January 2022

As power price records continue to get smashed – and net zero ambitions soar – what does the coming year have in store for European power and renewables?

Featured

Why 2022 will be a record year for Latin American power and renewables

21 January 2022

An estimated 18 GW of wind, solar and storage is expected to come online in Latin America in 2022, representing 9% growth year-on-year.

Opinion

US community solar market will bring 4.5 GWdc online over the next five years

14 February 2022

Expanded incentives and program allocations boost the forecast for US community solar – but siting and interconnection challenges are growing.

Opinion

How worried should Asia be about conflict in Ukraine?

17 February 2022

Combined with existing market tightness, concerns over disruption to Russian energy supplies in the event of conflict in Ukraine have pushed spot prices towards record levels. Across virtually all energy and natural resources, backwardation is back with a bang.

Opinion

Can the Middle East become a global hydrogen player?

16 March 2022

A strategic partnership between Oman and bp highlights the importance of location in green hydrogen project economics.

Opinion

Ukraine: webinar on the impact for commodities and countries

11 March 2022

In our rapid response webinar, our experts discussed the impact the crisis in Ukraine is having on global commodities.

Editorial

US solar hits some bumps in the road

10 March 2022

US solar will face supply chain constraints in 2022. Installations will continue to be challenged by limited equipment, higher pricing and trade and policy.

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Search results: 2007

Trade actions and supply chain challenges steal spotlight from strong US solar deployments

Carbon capture and the future of LNG in Asia

Could solar energy power nearly half of the US electric grid by 2050?

Making Long Duration Energy Storage Viable

COP26: Four reasons why solar is vital for the energy transition

COP26: Carbon capture & storage and low-carbon hydrogen

The significance of low residential solar-plus-storage adoption in New Jersey

China, coal and the big crunch

Offshore wind valuations: a closer look at performing sensitivity analysis

Eni acquires 20% stake in the Dogger Bank C offshore wind project

Asia’s energy crisis and net zero – no turning back

EVs: the biggest lever in driving the energy transition

How ports can navigate the energy transition

Why COP26 was a success, albeit a qualified one

The future of energy storage

Sunny side up: our European solar PV market outlook 2021

What COP26 means for energy and natural resources

Can green hydrogen compete on cost?

False dawn for lithium-ion battery recycling?

Redefining the US ‘solar coaster’

We need to supercharge green hydrogen to accelerate the march to net zero

What role will ammonia play in global hydrogen trade?

Power and renewables companies face merging headwinds in 2022

Why 2022 will be a pivotal year for European power and renewables

Why 2022 will be a record year for Latin American power and renewables

US community solar market will bring 4.5 GWdc online over the next five years

How worried should Asia be about conflict in Ukraine?

Can the Middle East become a global hydrogen player?

Ukraine: webinar on the impact for commodities and countries

US solar hits some bumps in the road

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