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The energy storage market is being pulled in two directions by supply chain headwinds and policy tailwinds.
Trade policy and supply chain challenges cast a cloud on US solar in 2022. The Inflation Reduction Act triggered a brighter end to the year – how will 2023 play out?
A return to growth is expected in 2023, but major uncertainties linger.
There is no evidence that offshore wind development is causing whale deaths in the US. It has become a political issue nevertheless.
What does 2021 have in store for European power markets? We look at the mammoth 45 GW of capacity in the renewables auction pipeline, and four other key themes to watch, from the European Green Deal to the return of power demand.
This report presents our latest comprehensive analysis on the evolving levelised cost of electricity (LCOE) landscape across North America, delivering detailed cost projections through 2060 under low, base case, and high scenarios. Our research provides strategic commentary on the competitive positioning of 37 power generation technologies, rigorously assessing their commercial viability and…
This report presents the findings of our latest analysis on the development of the levelised cost of electricity (LCOE) across Latin America, with projections extended to 2060 under low, base case and high scenarios. It provides a comprehensive commentary on the competitiveness of 15 technologies, assessing their viability in each market. Our analysis encompasses five key markets: Argentina,…
Annual installs dropped 29% in 2020, but FIDs for new capacity hit an all-time high and a record number of alliances were formed. With the scale of ambition increasing, what will 2021 bring?
After a record-breaking year, what are the key wind turbine market trends – and which OEMs have secured the most market share?
Global economic volatility highlights the importance of managing supply chain risk. We identify three priorities for success.
Standout oil well performance in New Mexico, Saudi Aramco confirms its new dividend plan, the EU backs CCUS projects, the latest on superconductivity hopes, and more
Why investing in hydrogen remains a US$2 trillion investable opportunity to 2050
Upstream will play a crucial role in developing clean energy. Policy needs to support this, as well as foster a favourable environment for decarbonisation technologies.
With ongoing oversupply issues, the battery market is in flux. As lithium-ion production continues to grow around the world, can demand keep up?
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.
China's National Bureau of Statistics could never be accused of hyperbole. With its recent data release showing China achieved record Q1 economic growth of just over 18% year-on-year, the bureau announced that "the national economy made a good start" to 2021.
From Paris Agreement goals to the global stocktake, here’s what you need to know about COP28.
The scorecard, based on Wood Mackenzie microgrid project and market data, shows that all but four states fall short of a ‘B’ grade. Until policy reform delineates microgrids from traditional utilities, developers will remain hamstrung by unclear rules and arbitrary restrictions.
How much progress has been made against Paris Agreement goals – and how much of a course correction is needed?
The US Customs Borders and Protection (CBP)’s release of Astronergy’s modules containing non-Xinjiang Chinese polysilicon will drastically change supply/demand dynamics in the near-term
The costs of carbon capture and storage (CCS) technology are still stubbornly high. Why is it so expensive? And what will be the catalyst that makes costs fall?
Much has been discussed on the implications of the Glasgow Climate Pact for the global economy and energy markets. And while measurable progress has been made in each field, there is no denying much work remains to be done.
From ambitious renewables targets to accelerated coal phase-out and a power market overhaul, Germany's new new governing coalition looks intent on reinvigorating the Energiewende.
From a slowdown in growth in several key markets to Inflation Reduction Act (IRA) impacts, a look at the key themes and trends for global solar in the year ahead.
There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?
The transition to heavy-duty vehicle electrification could be accelerating.
Biomethane, or Renewable Natural Gas (RNG), has been a catalyst for investments in recent years, with a marked increase in M&A deals. Oil and gas majors, in particular, are betting on biomethane as a key part of their integrated net zero solutions.
Europe must find a way to navigate high raw materials costs while rapidly scaling up solar deployment.
Battery recycling will play a key role in meeting energy transition demand – but it is beset by challenges.
A preview of our Energy & Natural Resources Summit: APAC
There’s little doubt that liquid biofuels should play a crucial role in the energy transition. Bio-based diesel and aviation fuels from plant-based feedstock could emit 80% less carbon than the crude oil-based products that dominate today’s global market. The question is how to make it happen.
On this week's The Edge, Simon Flowers examines the new investment cycle underway for commodities to meet the growing demand from both a recovering global economy and the energy transition.
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