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Regional dynamics demonstrate energy storage markets reaching maturity. Explore this evolution and our analysis of the key global themes to watch in the year ahead.
Looking past the volatility and noise to understand what lies ahead for carbon management in 2026 and beyond
Considerable uncertainty remains in 2026
Duopoly no more: Tesla, Enphase, and SolarEdge are locked in a three-way battle for the residential inverter market
Massive investment will be needed to meet expected electricity demand growth — how much of that growth is anchored by increasing costs?
Fuel dependence is redrawing the global power landscape, exposing import-reliant markets to acute cost and reliability risks while insulating domestically resourced systems
Geopolitical disruption stalls emerging manufacturing hubs, tightening global solar supply chains and reversing cost deflation trends
Carbon, CCUS and the conflict?
Balancing near-term economic pressures with long-term growth, the energy transition presents a complex but ultimately positive trajectory for global prosperity
Five ways sustained Middle East disruption could reshape power markets, project economics and investment priorities
The impact of the energy transition and data centre boom on prices for utility customers
Europe’s utility-scale battery storage market is no longer a story about a handful of pioneering markets
A mid-year review of carbon policy, markets and CCUS, assessing what has played out as expected, where momentum has stalled, and what to watch in the second half of 2026.
EV and battery markets hold firm amid geopolitical disruption, pointing to growing maturity and supply chain strength.
Understanding policy developments is key to asset value, financial investment decision risk and portfolio resilience.
With gas still often providing the marginal unit of electricity in North American power markets, what happens in the gas and LNG sector will have a strong bearing on electricity prices
Persistent disruption to LNG flows through the Strait of Hormuz could drive higher power prices, alter electricity demand and accelerate Europe's energy transition
In our global wind power mid-year check-in, we look at how these dynamics are playing out differently across global wind markets.
Federal reforms have created some momentum and grid-enhancing technologies buy time, but structural challenges mean the transmission gap will be tough to close
As AI-driven robotics moves from factories into wider commercial use, a new source of electricity demand is emerging that could reshape long-term power planning
Explore the oil, gas and power market developments shaping trading decisions, from changing trade flows and supply constraints to record power demand, renewable growth and reliability risks.
As AI and hyperscale investment accelerate India’s data centre expansion, access to reliable, affordable and sustainable power is emerging as a critical factor in where and how the market can grow
How should individual Asia Pacific countries hedge their specific risk to the ongoing Gulf LNG supply shock?
US solar’s foundation holds strong, even as the ground keeps shifting
Gas-fired generation is well-placed to support a renewables-led grid in India, but four key challenges limit its use
Explore five charts every trader should be watching.
Unpacking the new tariff's uneven impact on US solar pricing and manufacturing
How are regulators and legislators working with utilities and customers to balance speed-to-power, grid reliability and affordability?
From changing policy regimes to data centre buildout, what’s driving energy storage sector growth dynamics?
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