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Power and renewables reports
A decade of corporate activity in the EV infrastructure space: Investment and M&A activity from 2010 - 2020
Electric vehicle (EV) adoption is on the rise. Global passenger EV stock reached 10 million in 2020 and Wood Mackenzie predicts that this number wi...
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...
Global lithium-ion battery supply and demand update: H1 2022
In 2021, global electric vehicle battery deployment grew over 100% to nearly 300 GWh, while global energy storage installations almost tripled year...
Global battery energy storage supply chain 2022
This report analyses the supply chain of the global energy storage industry, focusing on China, Europe and the United States. The report highlights...
PJM DER demand response activity 2019: Overview of market activity and implications for summer 2020
In 2019, DERs as a percentage of total DR remained steady at 15% of total capacity, dominated by diesel and natural-gas gensets (85% and 14%, respe...
PJM's 2024/25 Base Residual Auction results: Has the market bottomed out?
PJM recently posted results of the delayed 2024/25 delivery year Base Residual Auction (BRA). While RTO prices declined in this auction, our view i...
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