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Rapid growth in these often-massive facilities is having a major impact on the evolving US and global tech and energy landscape
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.
While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?
European power and renewables markets enter 2024 with relative stability compared to last year, although challenges arise in transitioning to emissions-free renewables.
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?
What do major investors need to know to capitalise on the opportunity offered by the energy transition over coming decades?
Ambitious European net zero targets, cutting dependency on Russian fossil fuel, regulatory change and growing investor confidence will unlock 42 GW of vital energy storage capacity.
Our latest Global Solar PV Inverter and Module-Level Power Electronics Market Share 2023 report analyses the top-ranking vendors by quantity of shipments in 2022
We explore the market trends and challenges affecting the long-term outlook
Learn about the updated 45V tax credit rules for low-carbon hydrogen production and their impact on green and blue hydrogen projects in the US. Discover how these changes affect energy policies and the future of hydrogen in global markets.
Wind is one of the cleanest power technologies, but there’s still potential to cut life cycle emissions.
We explore the impact of China's new rules on solar PV overcapacity, pricing and market dynamics
2023 was a year of fragmentation for the residential solar financing market
Historic amounts of solar and storage are reshaping the US energy system. On the second day of the Solar & Energy Storage Summit 2024, David Banmiller captures key insights and discussions driving the industry forward.
Peter Cavan from Convergent Energy and Power, joins us at the Solar and Energy Storage Summit podcast studio to discuss the future of energy storage and the trends in the market.
While the oil and gas sector remains the largest for the offshore supply chain, we expect the offshore wind market to grow more attractive for traditional oil and gas players. Here are three things offshore supply chain investors need to know.
How will COP30 shape the next phase of the energy transition?
Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?
The ongoing growth in wind and solar capacity in Europe is contributing to the emergence of an increasingly volatile and short-term spot market for electricity. How will trading dynamics evolve?
The EU’s target to cut emissions to 55% below 1990 levels by 2030 clearly acknowledges that decarbonisation cannot wait. But what will be needed to achieve near-term goals over the next decade? What are the key enablers and drivers in play?
The race is on to dominate the low-carbon hydrogen industry – can Australia lead the way? What's the outlook for blue and green hydrogen development?
Current incentives will drive growth in US community solar for the next two years – but a decline could follow if programs and incentives are not expanded.
Battery electric vehicles will be the dominant form of road transport by 2050. Tesla is currently leading the EV charge, but could Volkswagen move into the top spot?
After a year of delay due to Covid-19, COP26 will define the next five years’ climate ambitions. In this week’s COP26 briefing, we explore the issues facing the energy transition and the challenges around carbon emissions
The latest IPCC report calls for raised climate ambitions, but what are the real-world implications? What it would take to meet the goals of the Paris Agreement?
With all eyes on Scotland for COP26 there is an unparalleled opportunity for bold action. Momentum behind a net zero hub could have an outsized impact on the UK’s energy transition.
There is no doubt COP26 will target further reductions in coal use. But not all coal is created equal. Thermal coal will be the main target of policies that aim to keep warming to 1.5 oC or lower.
Q3 Horizons explored the commodity price supercycle, carbon emission regulation's impact on the oil and gas sector, and Joe Biden’s plan for net zero by 2050.
The energy transition starts and ends with metals, so why isn’t ensuring supply high on the agenda?
Can the infrastructure bill create opportunities for EV infrastructure, grid resilience and transmission? The electricity industry remains unsure.
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