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We look at the short-to mid-term drivers of this rapidly growing market and report on why it is crucial to the decarbonisation agenda
The US solar industry is off to a strong start in the first quarter
Attachment rates are booming for residential installations, but the non-residential segment has been slower to adopt batteries
Data centres are adding to loads in Texas while coal retirements are hitting capacity in Missouri
The nuanced requirements and risk assessments that make BESS an attractive yet complex asset class for investors
Our 2024 global power market outlooks take a deep dive into how regions are coping with higher expectations for power demand ahead
Despite record-breaking levels of renewables investment over the coming years, achieving decarbonisation targets remains a challenge across Europe. Power prices will be supported by growing flexibility, but competition in some markets will be strong and diversification of revenue stacks will be critical to success
A look at the key themes from the conference, including sustainable aviation fuels, investment economics, and routes to carbon reduction
Public chargers are gaining market share, but with Tesla pulling the plug, the impact has sent shockwaves throughout the industry.
The carbon offset market holds potential for participants across carbon management strategies and as investments, but how are market dynamics evolving?
With the growth outlook for onshore and offshore wind looking healthy, Chinese wind turbine OEMs are hungry for global expansion
An introduction to the primary drivers that are influencing global solar markets and pricing dynamics
Corporate strategies in the power and renewables sector are under investor scrutiny.
Our insight 'The 2024 US election: A fork in the road for US energy policy' presents the key areas set to be shaped by the outcome of the presidential race.
Insights from recent discussions with over two dozen investors about policy risks, data centers, load growth, and investment opportunities in the power and renewables segment
The financing landscape continues to evolve through the tumult
How surging AI, manufacturing and crypto demands could impact US power markets
A new Republican administration signals sweeping policy changes, from emissions standards and EV subsidies to battery tariffs and import rules. How could these shifts disrupt commodity supply chains, alter EV adoption rates and redefine opportunities for automakers and battery producers worldwide?
How can the solar industry navigate IRA uncertainties to maximise growth opportunities?
We expect renewables to remain competitive, and while protectionism will rise, a full repeal of Inflation Reduction Act (IRA) is unlikely
Total renewables capacity in the region is set to grow by 750% over the next 10 years.
We explore the market trends and challenges affecting the long-term outlook
The plastics industry’s impact as a carbon emitter is under increasing scrutiny. Substantial emissions reductions are possible but require an holistic, multi-stakeholder approach.
The onshore wind market in the Nordics is undergoing phenomenal growth. The region’s operational wind turbine fleet will grow by more than 50% in the 2021-2023 period. What's driving the boom?
In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?
Falling production costs and improving efficiency are set to drive up demand for solar power, and that could be good news for base metals like aluminium, copper and zinc.
The net zero race is on and Asia Pacific has joined the chase. But the scale of the APAC energy transition challenge is enormous.
Nearly 10,000 wind turbine major components will need replacements or repairs this decade, with the vast majority of this O&M activity focused in Europe.
In this latest podcast episode from Wood Mackenzie and CohnReznick, we look at the mega trends for clean energy in the corporate world
Rising metals prices, banned materials and uncertainty around product availability and shipping schedules all contribute to rising solar PV system costs.
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