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Solar: predictions for 2025
- 16 January 2025
After years of exponential growth in global solar buildout could policy uncertainty, protectionist measures and interconnection and transmission bottlenecks halt that trend? A look at the solar industry outlook, costs, tech innovation and the opportunity to capitalise on data centre electricity demand.
Opinion
US solar: four things to look for in 2025
- 16 January 2025
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
Featured
Electric vehicle & battery supply chain: 5 things to look for in 2025
- 20 January 2025
From policy changes to supply chain dynamics this promises to be a pivotal year for electric vehicles and batteries.
Featured
Power and renewables: predictions for 2025
- 22 January 2025
Analysis and outlook for power & renewables in Europe and Asia, including solar, onshore wind, offshore wind, energy storage, power markets, grid and more.
Opinion
Asia Pacific power & renewables: 5 things to watch in 2025
- 23 January 2025
Soaring solar and storage bring in the Lunar New Year of the Snake.
Featured
North American oil, power and gas trading: 7 things to look out for in 2025
- 22 January 2025
From extreme weather events to the global effects of Canada’s new TMX pipeline, what will shape the markets this year? Includes price volatility, Permian basin consolidation, thermal retirements and more.
Partnered Content
The power to transform
- 28 January 2025
Can the US sustainable energy industry build on a robust 2024 and navigate short-term uncertainty to accelerate the energy transition? Discover the unique investment opportunities shaping the market in our new partnered report with CRC-IB.
Featured
Wind: predictions for 2025
- 27 January 2025
Analysis of the key themes to watch for offshore and onshore wind globally, including the impact of Trump's re-election, Chinese OEM ambitions, tender volumes, supply chain issues, technological innovation, government targets, competition, M&A, costs and risks.
Opinion
Meet Sylvia Leyva Martinez: the new host of Interchange Recharged podcast
- 04 March 2025
Learn about Sylvia's path into solar energy, the challenges she’s overcome and what she’s bringing to the podcast.
Opinion
The new grid defection: breaking down the large load co-location fight at FERC
- 10 March 2025
Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation
Opinion
eBook | Navigate power market uncertainty with confidence: the essential guide to profitable energy investments
- 07 September 2025
How financial companies, utilities and developers are using Lens Power & Renewables to turn unprecedented demand growth and grid constraints into opportunities
Opinion
PDAC during turbulent times: navigating geopolitical shifts while placing bets on potentially resilient commodities
- 21 March 2025
Key takeaways from meetings with government representatives, private and institutional investors, operators and developers at the 2025 Prospectors & Developers Association of Canada (PDAC) convention
Opinion
4 key carbon policy developments from Q1 2025
- 18 April 2025
Our recently published Carbon policy in brief report rounds up the key developments in regulations and certification from across the globe. Fill out the form to access a series of key insights from the report, or read on to get the lowdown on a hot topic that will have an impact on carbon offsetting at a global level.
Opinion
Evaluating infrastructure and optionality in Canadian hydrocarbon exports
- 01 May 2025
Can Canada move away from its longstanding role as a regional energy supplier to become a global superpower? Is it ready to be? How soon?
Partnered Content
What the data center boom means for grids
- 07 May 2025
In this first article of a two-part series, we discuss the increasing electricity demand due to the growth of data centers, particularly driven by artificial intelligence (AI) and cloud computing.
Partnered Content
Meeting the data center power challenge
- 07 May 2025
In the second article of this two-part series, we discuss how utilities and large-load customers can prepare for the increasing electricity demand driven by AI and data center growth. This includes investment in infrastructure and collaboration between utilities and data center operators.
Opinion
How Chinese companies are expanding their global footprint
- 20 May 2025
Chinese companies installed 24 GW of power generation projects in Belt and Road countries in 2024 - twice the capacity reached in 2023 – and the demand continues to grow
Opinion
eBook | Power surge: can US electricity supply meet rapidly rising demand?
- 24 June 2025
Insights for stakeholders on the future of the electricity grid – from our energy supply chain experts
Opinion
The US solar industry faces a perfect storm of Federal policy and trade challenges
- 12 June 2025
Recent actions create an uncertain environment for future solar growth
Opinion
2025 global power market outlook: divergent paths in a transforming energy landscape
- 02 July 2025
Our latest research, powered by the Lens Power & Renewables offering, shows regional contrasts emerge as demand surges, storage booms and policy uncertainty reshapes investment flows
Opinion
The 2026 global power market outlook: a complex environment
- 06 February 2026
How will global power markets evolve over the next decade and beyond?
Opinion
Steadying the grid: why grid forming BESS technology is crucial to future renewable energy supply
- 04 July 2025
Grid forming BESS technology emerges as essential grid stabiliser as renewable energy capacity surges toward US $5 trillion in global additions over the next decade
Opinion
Energy policy shifts: navigating the One Big Beautiful Bill
- 16 July 2025
Our recent webinar explored how the OBBBA is reshaping renewable energy, emerging technologies and oil & gas markets
Opinion
In the modern era of US energy dominance, can domestic manufacturing for solar and BESS play a role?
- 18 July 2025
The intersection of energy independence, job creation and renewable growth presents an enormous manufacturing opportunity for investors and financial companies
Opinion
Lens Carbon: How to navigate carbon offset methodologies
- 28 July 2025
See how Lens Carbon provides visibility into over 20,000 offset projects across 18 registries.
Opinion
Supply chain bottlenecks threaten US data centre power ambitions
- 29 July 2025
In a recent Horizons Live Q&A webinar, our experts answered utilities and developers' burning questions around how power industry stakeholders must adapt their strategies to rise to a huge US electricity demand challenge that could quickly become a supply chain crisis
Opinion
Carbon markets Q2 update: policy shifts and market evolution
- 31 July 2025
Tracking global developments in carbon pricing, compliance mechanisms, and regulatory frameworks.
Opinion
Mexican gas and power market loses steam: is a rebound in sight?
- 05 August 2025
A data-driven view of Mexico’s midyear slowdown and what is coming next.
Opinion
eBook | A new era of demand growth
- 07 August 2025
Demand growth and a clean energy shift drive generation challenges for utilities, developers and IPPs
Opinion
European corporate P&R: spending slowdown
- 13 August 2025
Exploring the investment outlook for Europe’s leading power and renewables companies

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