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Spanish Blackout Lessons One Year On: Analyst Reaction
It’s been nearly a year since Spain’s catastrophic blackout and key questions remain. Post-mortem reports point to a complex chain reaction in the gr…
4 months, 3 weeks ago
How Fuel Price Shocks Are Rewiring Clean Tech Trade
Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift …
4 months, 3 weeks ago
Beyond Climate: The Rise of Nature Risk
Nature risk is becoming a critical challenge for companies. It’s also incredibly complex. Exposure spans an array of largely local issues, from water…
5 months ago
Finding Opportunity in a Complex Energy Transition
The energy transition is entering a more complex phase. Geopolitics, trade tensions and rapid technological change are reshaping markets, creating ne…
5 months ago
Clean Power Costs Split After Years of Alignment
The cost to build and run clean-power projects used to be heading in one direction: down. That story is now getting more complicated. Battery storage…
5 months, 1 week ago
European Power Confronts Gas Shock: Analyst Reaction
Oil and gas prices are rising again as the Iran war shakes global energy markets. But so far Europe’s power system is holding up better than in 2022,…
5 months, 1 week ago
US Clean Energy Factbook: Generation Hits 20-Year High
The US energy transition has hit an inflection point. Electricity generation reached a 20-year high last year, as renewables and energy storage accou…
5 months, 2 weeks ago
Private Capital: Turning Mega Funds Into Megawatts
Private capital is reshaping the energy transition. Once a niche corner of finance, private markets now manage tens of trillions of dollars globally,…
5 months, 3 weeks ago
Biofuels Cash In on US Tax Credits: Analyst Reaction
New guidance on the 45Z Clean Fuel Production Credit has clarified the outlook for US biofuels. The Treasury Department has confirmed that manure-bas…
5 months, 4 weeks ago
Record Energy Transition Investment, But Slower Pace
Investment in the energy transition reached a record $2.3 trillion last year. That’s a huge figure, but it tells only part of the story. Renewables i…
6 months ago