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Akif Chaudhry
Research Director, Corporate Strategy and Analytics
Akif Chaudhry
Research Director, Corporate Strategy and Analytics
Akif focuses on strategy, benchmarking and valuation analysis related to power and renewables within company portfolios.
Latest articles by Akif
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Opinion
Elevated subsidies enable offshore wind to end 2023 on a high note
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Featured
Mixed signals for power and renewables in 2023
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Opinion
Big Oil set to cash in on the trillion-dollar offshore wind prize
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Featured
Power and renewables companies face merging headwinds in 2022 | 2022 Outlook
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Opinion
Natural gas: friend or foe in Europe’s 2030 emissions target?
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Opinion
Could the Majors take a fast-track route to lower emissions intensity?
Norman Valentine
Director Corporate Analysis, Head of Corporate Power and Renewables Research
Norman Valentine
Director Corporate Analysis, Head of Corporate Power and Renewables Research
Latest articles by Norman
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Featured
Mixed signals for power and renewables in 2023
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Featured
Power and renewables companies face merging headwinds in 2022 | 2022 Outlook
A tricky mix of tailwinds and headwinds will buffet power and renewables companies in 2023. National-level ambition across Europe, US and Asia to decarbonise power supply remains high – with renewed impetus from the European energy crisis. But reality is not matching ambition. Policies are not keeping up with the market.
It’ll be a year of dealing with mixed signals for management teams. And this is not conducive to accelerating capital budgets, especially in Europe.
Companies will adapt their strategies and investment plans to the different outlooks for power and renewables in various regions. But what are the key strategic themes to look for in 2023? And what are the wildcards that could come into play over the course of the year?
In our corporate overview, we assess the landscape for leading power and renewables companies over the coming year. The report focuses on five topics:
- Evolution of the renewables’ playbook takes a leap forward
- Uncertainty and bottlenecks hamper European companies
- US renewables really heats up
- Emerging technology in focus
- Supply chain issues ease, but don’t disappear.
Fill in the form at the top of the page for a complimentary copy of Corporate power & renewables: 5 things to look for in 2023.
Plus, scroll down to access additional reports that drill down into our regional predictions for the year ahead:
Europe
Europe’s energy crisis has changed the region’s policy priorities. Power prices reached record highs in 2022 and governments have intervened to protect consumers. Security of energy supply has fallen into doubt. Against this tumultuous background, what will the year ahead have in store?
Read our view in European power & renewables: 5 things to look for in 2023.
Peter Osbaldstone, Research Director, Europe Power
Latin America
Latin America will end 2022 with more than 20 GW of new installed renewable capacity. How much growth in wind, solar and storage do we predict in 2023? What’s the most competitive technology in the region? And what impact will Brazil’s new administration have on the energy sector?
Read our take in Latin America power and renewables: 5 key things to look for in 2023.
Leila Garcia da Fonseca, Senior Manager, Wind and Solar O&M
North America
Volatility in 2022 fundamentally changed how we understand the intersection of power markets, fuel security, supply chain, globalisation and policy. How has the landscape changed – and what are the emerging trends?
Read What to watch for in 2023: the evolving landscape of North American power markets to find out more.
Sam Berman, Principal Analyst, Power & Renewables