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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?
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.
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.
Solar power becoming more competitive, falling costs and green hydrogen policy developments could all incentivise more solar PV deployment.
Cost reductions for low-carbon hydrogen are critical to enable a swift energy transition.
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.
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.
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.
Low-carbon ammonia is emerging as a carrier of choice for hydrogen exports, but it’s not without its challenges.
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.
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?
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.
What are carbon offsets, and how do they support the energy transition? Exploring the role of carbon markets in the net zero journeys of energy-intensive companies.
Expanded incentives and program allocations boost the forecast for US community solar – but siting and interconnection challenges are growing.
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.
A strategic partnership between Oman and bp highlights the importance of location in green hydrogen project economics.
US solar will face supply chain constraints in 2022. Installations will continue to be challenged by limited equipment, higher pricing and trade and policy.
The grid-scale and distributed battery storage segments have delivered record-breaking growth in the US – despite challenges and project delays.
Energy access is still a dream for many, including families in Puerto Rico still struggling with an unstable power grid in the aftermath of Hurricane Maria.
With the cost of green hydrogen set to plummet, demand will soar – but policy support and investment of at least US$600 billion is required.
Ambitious European net zero targets, cutting dependency on Russian fossil fuel, regulatory change and growing investor confidence will unlock 42 GW of vital energy storage capacity.
China will account for almost half of new wind capacity over the next decade – but wind remains a global growth story, with the US and Germany leading the rest of the pack
This week's Russia/Ukraine briefing focuses on European power markets.
Everything across Asia’s power sector is heading north. With electricity demand continuing to climb, power prices are being pushed significantly higher by increasing fuel, equipment, land, and labour costs. Rising interest rates add further complexity.
Manufacturing capacity plans, the US anti-circumvention investigation and the ripple effect from Russia’s war with Ukraine are all shaping the global solar outlook.
Luke Lewandowski hosts Let’s Share the Sun: Live alongside Valentina Izquierdo and Prachi Mehta.
Biden's EO announcing a two-year delay of new anti-dumping and countervailing duties on solar cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam is expected to bring some relief to the solar industry.
Do you know your green hydrogen from your blue, grey, black, brown, yellow, turquoise, white and pink, and where they sit on the carbon emissions spectrum?
What a Republican mid-term victory could mean for US energy and climate policy.
Developers have struggled to scale the production of solid-state batteries – emerging semi-solid tech could offer an alternative.
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