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Steel prices have been soaring as the global economy recovers from the impact of the pandemic, hitting record highs in the US this week. Meanwhile polysilicon prices have also been surging higher, given extra impetus last week by the Biden administration’s order restricting solar imports that include silicon metal from a key supplier to the Chinese market.
As COP26 approaches, pressure on India to commit to net zero is increasing. Global action on climate change is firmly at the top of the political agenda.
As rates of bus electrification continue to rise globally, fleet operators are looking to a novel solution to drive down costs and smooth the transition: vehicle-to-everything (V2X). What’s the potential of this technology, and what stands in the way of commercialisation?
The ongoing growth in wind and solar capacity in Europe is contributing to the emergence of an increasingly volatile and short-term spot market for electricity. How will trading dynamics evolve?
Australia has one of the lowest renewables cost premiums over fossil fuel in the APAC region and renewables (solar and wind) account for a fifth of total power generation. However, this has caused transmission constraints and put pressure on grid reliability. Australian utilities and regulators are looking to battery storage as a solution.
Global energy storage deployment surged 62% in 2020, and we expect the global market to grow 27-fold by 2030. But where will growth come from? What technologies will triumph? And what will it all cost?
There is a dispute over whether the US Postal Service should buy EVs, but the private sector is pressing ahead with orders.
Industry-leading US power market data and analytics
After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?
The EU’s target to cut emissions to 55% below 1990 levels by 2030 clearly acknowledges that decarbonisation cannot wait. But what will be needed to achieve near-term goals over the next decade? What are the key enablers and drivers in play?
The ransomware attack on the Colonial pipeline system had only a marginal impact on fuel markets, but could have been much more serious.
Will falling costs secure solar’s dominance in power? Can Europe slash its emissions by 2030? Will China win the clean energy race? What would an accelerated energy transition mean for oil and gas prices? Find out in our Horizons recap.
The shift towards renewable power generation relies on adding transmission capacity. Opposition to new lines makes that an uphill battle.
Electrification, resiliency and flexibility continue to be the dominating grid edge themes in 2021. Each quarter, our Grid Edge team provides a comprehensive briefing, including updates and analysis of the key themes and developments in the grid edge ecosystem.
The shutdown of the Indian Point nuclear plant underlines the difficulty of achieving 100% zero-carbon electricity in the US by 2035
We estimate that the global floating solar (FPV) market will reach 1.6 GWdc in 2021 – more than double the total installed capacity in 2020. So, what are the benefits of FPV? And what role will it play in achieving net zero ambitions?
An increasingly dynamic low-carbon hydrogen market has seen a deluge of government support, corporate commitments, announced projects and even bystander intrigue over the past 18 months. Ben Gallagher outlines five drivers of the green hydrogen boom.
The growth of distributed energy resources on the grid edge continues to influence many energy sectors. GM, Ford and Tesla are investing in downstream energy services, while virtual power plants become more commonplace.
Rising gasoline prices have become an economic problem for the US, adding to concerns about inflation, and a political problem for President Joe Biden. The administration has been trying different ways to bring them down, without much success.
Green hydrogen has seen a 50-fold increase in announced projects over the past 12 months alone. And while its export supply chains are complex, there are already several serious hydrogen export contenders emerging around the world.
Solar panels requires silver, making production expensive. By switching to copper, SunDrive solar made headlines. Can the industry grow by driving costs down?
Dr. Liz Dennett joins special guests Gavin Thompson and Prakash Sharma to explore hydrogen's role in the future of the global energy trade.
US residential solar financiers and installers have broadened their financial product offerings to spur customer adoption and foster market growth.
US residential solar customer acquisition costs remain high. How will installers evolve their strategies to meet rising demand while scaling their business sustainably?
Public policy, solar-plus-storage and rapid adoption of electric vehicles are supporting behind-the-meter energy storage growth in Europe.
We examine the project economics of offshore wind assets using Lens Power Valuations
Last month, we hosted our annual Global Energy Summit. The Asia Pacific session welcomed a range of senior industry leaders from across the energy and natural resources sectors to debate our topic of Net Zero and the Future of Energy.
SB Energy, a wholly owned U.S. subsidiary of SoftBank, has confirmed a record purchase of long-duration iron flow batteries from U.S. manufacturer ESS.
Transportation accounts for 23% of global emissions, so it’s unsurprising that decarbonising the sector is one of the four key pillars of COP26. Dramatically accelerated electric vehicle (EV) uptake is needed to put the world on a 2° C trajectory. Yet there is a very big battery shaped barrier to rapid electrification
Can the infrastructure bill create opportunities for EV infrastructure, grid resilience and transmission? The electricity industry remains unsure.
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