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Power & Renewables Compass
The Middle East conflict is emerging as a potential geopolitical dividend for the power and renewables sector.
Brazil's 2026 Capacity Auction results overview: 19.5 GW contracted but competition falls flat
Brazil's 2026 Reserve Capacity auction awarded 8.1 GW of existing thermal capacity and 11.4 GW in new hydro and gas projects, driving system expans...
Mexico gas, power, and renewables 10-year investment horizon outlook 2025
In 2025, Mexico's gas and power markets enter a period of structural rebalancing marked by shifting supply and demand dynamics. Gas demand growth s...
Southeast at a crossroads: SERC 2025 H2 market report
Now available for Lens Power & Renewables Americas subscribers, our comprehensive analysis of the Southeast power region delivers the insights you ...
The capacity crunch: PJM 2025 H2 market report
Now available for Lens Power & Renewables Americas subscribers, our comprehensive analysis of the PJM power market delivers the insights you need t...
Redesigning reliability amidst Texas-sized growth: ERCOT 2025 H2 market report
Our comprehensive analysis of the ERCOT power market delivers the insights you need to navigate the system’s evolving landscape. This report examin...
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