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Opinion

Welcome to the new PPA market paradigm

12 April 2024

PPA pricing in 2024 and beyond: a shift from pre-crisis benchmarks

Opinion

Energy security and the solar supply chain: the urgent case for onshoring

19 April 2024

A discussion with Origami Solar and Wood Mackenzie

Opinion

US residential solar: cloudy skies will lead to a market reset in 2024

29 April 2024

2023 was a year of fragmentation for the residential solar financing market

Opinion

How to address congestion risk in US power markets

02 May 2024

Understanding the implications of congestion is crucial for participants in the dynamic energy market

Opinion

Are EU NECPs missing the mark on REPowerEU targets?

03 May 2024

We analyse the redrafted National Energy and Climate Plans (NECPs) of Member States and examine if their targets are enough to comply with EU ambitions

Opinion

What new reforms to capacity accreditation mean for US power markets

07 May 2024

Accreditation approaches are evolving rapidly across regions to address challenges including increased deployment of renewables and extreme weather events

Opinion

Industry divergence on costs and turbine sizing manifests itself in the first commercial floating wind tender

30 May 2024

A look at the outcome of the groundbreaking AO5 Sud de la Bretagne Tender, including the criteria that impacted the decision-making process and the implications for future tenders

Opinion

Guarantees of Origin: the prices, disruptors and impact of RFNBOs on an evolving market

05 June 2024

We look at the short-to mid-term drivers of this rapidly growing market and report on why it is crucial to the decarbonisation agenda

Opinion

The US solar industry is off to a strong start in the first quarter

06 June 2024

The US solar industry is off to a strong start in the first quarter

Opinion

The state of US distributed solar-plus-storage

21 June 2024

Attachment rates are booming for residential installations, but the non-residential segment has been slower to adopt batteries

Opinion

US seasonal outlook webinars: hot topics for ERCOT and MISO in summer 2024

20 June 2024

Data centres are adding to loads in Texas while coal retirements are hitting capacity in Missouri

Opinion

Underwriting Battery Energy Storage Systems (BESS) as an asset class

01 July 2024

The nuanced requirements and risk assessments that make BESS an attractive yet complex asset class for investors

Opinion

China’s solar & storage exports achieve record growth with more than 40% surge

01 July 2024

In 2023, China achieved record solar export volume growth across all subcomponents, driving manufacturing expansion in emerging markets

Opinion

The global power market outlook: can global power generation keep up with the energy transition?

15 July 2024

Our 2024 global power market outlooks take a deep dive into how regions are coping with higher expectations for power demand ahead

Opinion

North America’s EV charging infrastructure suggests a smooth road ahead for heavy vehicles

18 July 2024

Public chargers are gaining market share, but with Tesla pulling the plug, the impact has sent shockwaves throughout the industry.

Opinion

Wind from the east gathering strength: the outlook for OEMs

30 July 2024

With the growth outlook for onshore and offshore wind looking healthy, Chinese wind turbine OEMs are hungry for global expansion

Opinion

Why the world needs global rules on polymer use

08 August 2024

UN legislation with firm language and clear, legally binding targets can reduce plastics pollution worldwide

Opinion

Power and renewables mergers and acquisitions: key commercial due diligence considerations

01 October 2024

The US renewable energy M&A boom accelerates with 11% of capacity changing hands in one year, but up to 93% of early-stage projects fail to reach operation, demanding new valuation frameworks to separate viable deals from inflated claims.

Opinion

Digital load, clean grid: How data centres can catalyse grid decarbonisation in the UAE

01 October 2024

Data centres are emerging as major power consumers in the UAE — 3 TWh in 2025, projected to exceed 6 TWh by 2030. Over the same period, clean energy will scale to nearly one-third of demand, supported by nuclear and solar, positioning the UAE as a low-carbon digital hub.

Opinion

BESS valuation: revenue and risk outlook for Germany

20 November 2025

Considerable BESS volumes are now being deployed across Europe – 11 GW as of 2024, at a 9% CAGR over the ten-year outlook with 35 GW expected in 2034.

Opinion

Growing pains: how are corporate power and renewables strategies adapting to energy transition challenges?

11 October 2024

Corporate strategies in the power and renewables sector are under investor scrutiny.

Opinion

The global competitiveness of renewable LCOE (Levelised Cost of Electricity) is on the rise

24 October 2024

Across regions, the cost competitiveness of these technologies shows significant variation, but overall, renewables are on a steady path towards outcompeting traditional fossil fuel sources

Opinion

What we learned from conversations with power and renewables investors in 2024

24 October 2024

Insights from recent discussions with over two dozen investors about policy risks, data centers, load growth, and investment opportunities in the power and renewables segment

Opinion

Fully loaded: the potential impact of large demand centres on US short-term power markets

05 November 2024

How surging AI, manufacturing and crypto demands could impact US power markets

Opinion

How will the new US Republican government reshape the global electric vehicle supply chain?

12 November 2024

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?

Opinion

Navigating uncertainty in the solar industry: maximising IRA benefits

12 November 2024

How can the solar industry navigate IRA uncertainties to maximise growth opportunities?

Opinion

Can the Middle East and Africa become a global leader in renewable energy?

03 December 2024

Total renewables capacity in the region is set to grow by 750% over the next 10 years.

Opinion

What lies ahead for hydrogen and low-carbon ammonia?

20 March 2025

We explore the market trends and challenges affecting the long-term outlook

Opinion

The impact of China’s 2024 solar PV manufacturing guidelines

13 December 2024

We explore the impact of China's new rules on solar PV overcapacity, pricing and market dynamics

Opinion

US DOE shows that virtual power plants are very real

10 January 2025

The US agency’s 2025 VPP Liftoff Report Update offers a playbook to accelerate virtual power plant adoption

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Search results: 1975

Welcome to the new PPA market paradigm

Energy security and the solar supply chain: the urgent case for onshoring

US residential solar: cloudy skies will lead to a market reset in 2024

How to address congestion risk in US power markets

Are EU NECPs missing the mark on REPowerEU targets?

What new reforms to capacity accreditation mean for US power markets

Industry divergence on costs and turbine sizing manifests itself in the first commercial floating wind tender

Guarantees of Origin: the prices, disruptors and impact of RFNBOs on an evolving market

The US solar industry is off to a strong start in the first quarter

The state of US distributed solar-plus-storage

US seasonal outlook webinars: hot topics for ERCOT and MISO in summer 2024

Underwriting Battery Energy Storage Systems (BESS) as an asset class

China’s solar & storage exports achieve record growth with more than 40% surge

The global power market outlook: can global power generation keep up with the energy transition?

North America’s EV charging infrastructure suggests a smooth road ahead for heavy vehicles

Wind from the east gathering strength: the outlook for OEMs

Why the world needs global rules on polymer use

Power and renewables mergers and acquisitions: key commercial due diligence considerations

Digital load, clean grid: How data centres can catalyse grid decarbonisation in the UAE

BESS valuation: revenue and risk outlook for Germany

Growing pains: how are corporate power and renewables strategies adapting to energy transition challenges?

The global competitiveness of renewable LCOE (Levelised Cost of Electricity) is on the rise

What we learned from conversations with power and renewables investors in 2024

Fully loaded: the potential impact of large demand centres on US short-term power markets

How will the new US Republican government reshape the global electric vehicle supply chain?

Navigating uncertainty in the solar industry: maximising IRA benefits

Can the Middle East and Africa become a global leader in renewable energy?

What lies ahead for hydrogen and low-carbon ammonia?

The impact of China’s 2024 solar PV manufacturing guidelines

US DOE shows that virtual power plants are very real

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