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Power and renewables reports
Renewables vs. Retirements: gas generation’s fight for market share
The next two years look extremely strong for gas demand for the power sector. Declining Henry Hub prices coupled with new capacity and continued co...
US energy storage monitor: 2020 year-in-review
The US Energy Storage Monitor explores the breadth of the US energy storage market. This quarter's release includes an overview of updates in the U...
Sending mixed signals: North America power and renewables short term outlook March 2019
The month of March has highlighted many of the resiliency issues the North American power grid is grappling with as renewable penetration continues...
Global solar PV asset ownership report and database 2020
The Global solar PV asset ownership report and database provides the capacity of the top solar PV asset owners across the globe and offers two sets...
Mexico’s capacity market settlement 2021: A plummeted market
Mexico’s reliance on gas-based ‘firm’ generation continues rising. Between June 2020 and June 2021, around 3.7 GW of gas-based generation were adde...
Mexico gas, power, and renewables investment horizon outlook to 2032
After a wild bull run in 2021, Henry Hub normalizes nearly US$3/mmBtu beyond this winter. However, we expect it to be higher by 6.8% than our previ...
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