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Power and renewables reports
Italy zonal power market long-term outlook to 2040: New research coverage
We are pleased to present our first detailed outlook for Italy’s zonal power market. Building on the Q3 2020 market-level base case and in collabor...
Joe Biden’s Climate Plan: Achievable, but expensive
Joe Biden’s announcement of his clean energy plan is a watershed moment for the potential direction of US energy policy, energy consumption, and gl...
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...
Subsidy cut will hurt China’s wind power market in the 2020s
The central government announced a series of notices in Q1 2020 to reduce the central financial subsidy for wind power. The subsidy reduction will ...
Sunnova’s IPO: Going public in a slower residential solar market
On 27 June 2019, Sunnova submitted a pre-IPO (initial public offering) prospectus to the U.S. Securities and Exchange Commission (SEC). It would be...
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