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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?
How can the solar industry navigate IRA uncertainties to maximise growth opportunities?
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
The US agency’s 2025 VPP Liftoff Report Update offers a playbook to accelerate virtual power plant adoption
Our take on key themes, from installations projections to cell manufacturing capacity, the potential impact of the Trump administration energy agenda and the future of the IRA.
Soaring solar and storage bring in the Lunar New Year of the Snake.
Learn about Sylvia's path into solar energy, the challenges she’s overcome and what she’s bringing to the podcast.
We recently published a report exploring the factors set to drive and limit carbon capture, utilisation and storage (CCUS) deployment as a means of decarbonising global cement production. Fill out the form to access a series of key insights from this report, or read on for an introduction.
Co-location creates a wedge between power producers and utilities, with enormous implications for grid security and cost allocation
How financial companies, utilities and developers are using Lens Power & Renewables to turn unprecedented demand growth and grid constraints into opportunities
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