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US-Mexico power market arbitrage: Sustained opportunity or fleeting mirage?
In this insight we discuss the prospects of power interconnection between the US and Mexico along with ongoing plans to link Baja California to the...
Effect of U.S. Steel and Aluminum Tariffs on Renewables
Last week, President Trump codified "Section 232" tariffs on imported raw and semi-finished steel and aluminum. As steel and aluminum are found in ...
A new playbook for power generation markets – planning for a renewable-dominated future
The rapid growth of renewable energy in recent years is having a profound impact on US power markets. Whether it be driven by state mandates, corpo...
Aker Solutions goes long on low carbon
Aker Solutions is shaking things up, big time. An announcement on 17 July proposed the spin out of two new companies and a merger with sister compa...
Little uplift from recent weather: Southeast power and renewables short term outlook February 2019
Despite the polar vortex at the end of January, gas prices continued to slide in February, with Eastern power markets not showing much lift for the...
India energy: 2020 in review and what to look for in 2021
The coronavirus pandemic caused India’s energy demand to fall for the first time in 20 years. We estimate a 2.5% year-on-year decline for 2020; how...
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