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The ongoing impact of the energy crisis in Europe. The Inflation Reduction Act’s boon to renewables in the US. Interesting times for global power and renewables players.
Profit margins tightened in the onshore wind markets in 2022, will this trend continue in 2023? What other forces will shape the year ahead?
Will EV sales accelerate in 2023? Can the supply chain keep up? And how will the industry navigate decarbonisation targets?
On this special episode of the Horizons podcast our host Dr Liz Dennett is joined by Carolyn Comer, President at Shell Energy Americas and Simon Flowers, Chief Analyst at Wood Mackenzie.
The winds of opportunity are blowing for Chinese onshore and offshore companies.
Is nuclear key to net zero in Asia?
The sodium-ion battery market looks set to reach GWh-scale production levels this year.
In 2022 our global analysts created an outstanding body of research, exploring everything from progress on the path to net zero to the impact of Russia's war with Ukraine.
Key trends from our latest Grid Edge Quarterly Briefing
How SmarTrack™ machine learning improves solar energy gains
Difficult times for the upstream wind supply chain as a multitude of issues deteriorate profit margins.
Tesla is working on an affordable electric car which could transform the market
The IRA’s clean electricity tax credits will likely be extended well beyond 2032 – representing trillions of dollars for new renewables and storage projects.
Building out renewables is central to Japan's decarbonisation goals.
Proposals to expedite infrastructure projects are back on the agenda. They could help ease strains created by the rapid growth in renewables.
Annual matching requirements for new IRA tax credits could kick-start economically competitive green hydrogen production.
Market consolidation slows as competition intensifies for US solar installers and equipment suppliers.
Carbon capture capacity could increase more than sevenfold in the next decade – but there are significant risks to the outlook.
The EU took unprecedented steps to reduce energy prices and alleviate security of supply pressures this winter. The results send significant messages about the future of Europe’s power markets.
The forces shaping nickel, cobalt and lithium markets – from the supply growth challenge to emissions, carbon costs and the rise of recycling
Shell Energy discusses that while the goal is to move towards a more sustainable energy mix, gas will continue to play an important role in our energy transition.
Investment in US grid modernization is accelerating – but is it going in the right direction?
National oil companies are still lagging the Majors on the decarbonisation journey – but a raft of incentives mean the pace is picking up.
With 70% of global landfill suitable for energy recovery, there is potential for serious growth in waste-to-energy (WtE) industries.
A better understanding of carbon capture, utilisation and storage (CCUS) costs is needed before the technology can become a commercial reality on a truly global scale.
Three different OEMs realised double-digit GW installations in 2022, despite multiple supply chain complications
Grids are already struggling to cope with the intermittency of wind and solar.
Understanding lithium market nuances is vital to forecasting future demand, supply and pricing
Join Ed Crooks, David Brown and Prakash Sharma as they discuss making new nuclear power viable in the energy transition.
The US solar industry is still constrained, but conditions are improving
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