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We analyse the redrafted National Energy and Climate Plans (NECPs) of Member States and examine if their targets are enough to comply with EU ambitions
Accreditation approaches are evolving rapidly across regions to address challenges including increased deployment of renewables and extreme weather events
A look at the outcome of the groundbreaking AO5 Sud de la Bretagne Tender, including the criteria that impacted the decision-making process and the implications for future tenders
We look at the short-to mid-term drivers of this rapidly growing market and report on why it is crucial to the decarbonisation agenda
The US solar industry is off to a strong start in the first quarter
Attachment rates are booming for residential installations, but the non-residential segment has been slower to adopt batteries
Data centres are adding to loads in Texas while coal retirements are hitting capacity in Missouri
The nuanced requirements and risk assessments that make BESS an attractive yet complex asset class for investors
In 2023, China achieved record solar export volume growth across all subcomponents, driving manufacturing expansion in emerging markets
Our 2024 global power market outlooks take a deep dive into how regions are coping with higher expectations for power demand ahead
Despite record-breaking levels of renewables investment over the coming years, achieving decarbonisation targets remains a challenge across Europe. Power prices will be supported by growing flexibility, but competition in some markets will be strong and diversification of revenue stacks will be critical to success
A look at the key themes from the conference, including sustainable aviation fuels, investment economics, and routes to carbon reduction
Public chargers are gaining market share, but with Tesla pulling the plug, the impact has sent shockwaves throughout the industry.
The carbon offset market holds potential for participants across carbon management strategies and as investments, but how are market dynamics evolving?
With the growth outlook for onshore and offshore wind looking healthy, Chinese wind turbine OEMs are hungry for global expansion
Diving into the reasons for lower-than-expected yield, the possible impact on LCOH and the response from Chinese electrolyser OEMs.
An introduction to the primary drivers that are influencing global solar markets and pricing dynamics
The ExxonMobil Baytown Blue Hydrogen complex has announced major developments in recent months, rounded off by ADNOC taking a 35% stake in the project. The project – if developed – would become the world's largest blue hydrogen project, producing 0.9 million tonnes per annum (Mtpa) of blue hydrogen and 1 Mtpa of blue ammonia.
The US renewable energy M&A boom accelerates with 11% of capacity changing hands in one year, but up to 93% of early-stage projects fail to reach operation, demanding new valuation frameworks to separate viable deals from inflated claims.
Considerable BESS volumes are now being deployed across Europe – 11 GW as of 2024, at a 9% CAGR over the ten-year outlook with 35 GW expected in 2034.
Corporate strategies in the power and renewables sector are under investor scrutiny.
Our insight 'The 2024 US election: A fork in the road for US energy policy' presents the key areas set to be shaped by the outcome of the presidential race.
Across regions, the cost competitiveness of these technologies shows significant variation, but overall, renewables are on a steady path towards outcompeting traditional fossil fuel sources
Insights from recent discussions with over two dozen investors about policy risks, data centers, load growth, and investment opportunities in the power and renewables segment
How surging AI, manufacturing and crypto demands could impact US power markets
A new Republican administration signals sweeping policy changes, from emissions standards and EV subsidies to battery tariffs and import rules. How could these shifts disrupt commodity supply chains, alter EV adoption rates and redefine opportunities for automakers and battery producers worldwide?
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
Total renewables capacity in the region is set to grow by 750% over the next 10 years.
We explore the market trends and challenges affecting the long-term outlook
We explore the impact of China's new rules on solar PV overcapacity, pricing and market dynamics
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