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Power and renewables reports
Middle East conflict: implications for European power markets
Europe’s power markets will remain volatile for as long as the gas supply disruption persists. The loss of LNG flows through the Strait of Hormuz t...
Power On: Highlights from the Europe Power & Renewables sector (March 2026)
Power On is a bi-monthly summary of the latest market developments and insights across the Power and Renewables (P&R) sector. This edition focuses ...
Mexico’s Capacity Market Settlement 2025: A tale of a rainy season
The 2025 capacity market annual settlement closed at a 1.3749x multiplier—a 31% decline from the 2024 market cap of 2.0x and the first downward mov...
GB capacity market: price expectations for this week’s T-4 auction
The Capacity Market is Great Britain’s mechanism to manage security of supply by ensuring adequate investment into reliable capacity. This report p...
Global lithium-ion battery supply and demand update Q4 2025
This report analyzes the increasing demand of lithium-ion battery in electric vehicles and energy stationary storage systems and forecasts global s...
Europe power markets research: wholesale forecast model calibration
This report benchmarks our wholesale power prices, capture prices, and generation volumes across six key technologies over the 2023–2025 period, re...
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