Global markets

Smoke from a wood processing plant
Commentary
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Global markets
Grid edge

Climate's industrial-sized problem calls for electrification

And renewables can achieve the high heats needed for a large share of industry’s needs.

Hydropower in Brazil
Explainer
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Global markets
Research

Seven trends that give us a window into the state of decarbonization

A roundup of 2024 highlights from a longtime climate tech analyst

Solar panels in Brazil
Interview
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Hydrogen
Global markets

Brazil can create an ‘unbeatable’ green hydrogen market, says energy transition secretary

Lawmakers are considering a bill that would provide tax incentives for green hydrogen produced in the country. Will they close a policy gap?

Feature
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STORAGE
Global markets

Are batteries the new oil?

As countries race to control battery storage supply chains, many worry about replicating the geopolitical risks of oil. But there are differences from fossil fuels.

Catalyst with Shayle Kann
Podcast
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Grid edge
Global markets

Understanding the electric transformer shortage

The shortfall in grid equipment is a problem for just about any project that connects to the grid. What’s causing the crunch?

Views on the $1.8 trillion clean energy economy

Some optimistic and cautionary takes on the investment trends guiding the energy transition

Pools of brine containing lithium carbonate in Chile.

Report: Falling costs of clean tech commodities offset by high inflation rates in 2023

Critical material prices largely normalized last year, per BloombergNEF report, but other challenges persist.

Podcast
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Research
Global markets

2024 trends: batteries, transferable tax credits, and the cost of capital

We go deep on Nat Bullard's 200-page slide deck on the biggest decarbonization trends in 2024.

Podcast
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STORAGE
Global markets

Pricing and tech trends shaping the booming global storage market

As manufacturing capacity ramps up, is a shakeout on the horizon?

Energy storage
Analysis
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STORAGE
Global markets

Can the UK establish LDES market leadership?

Investors say the proposed cap and floor mechanism would “shake up” global energy storage markets.

Steel at a shipping yard
Analysis
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Regulation
Global markets

Analyst: EU carbon tariff will spur new emissions data market

It may also prove a boon for U.S. steel producers — as long as they can navigate the complex reporting requirements.

Workers install solar panels

China still leads in renewables investment — but the gap is narrowing

Combined, the US, EU and UK poured $718 billion into energy transition technologies, surpassing China’s investment total for the first time.

Solar panels
Analysis
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Global markets
Corporates

Corporate electricity purchases aren't driving down emissions like they used to

A new paper from Princeton suggests only 24/7 matching with clean electricity makes a significant emissions impact in a grid increasingly outfitted with clean energy.

Worker processes aluminum frames
Opinion
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Solar
Global markets

Aluminum solar frames are a house of cards

Switching to steel would mitigate many of the risks that currently plague the solar industry.

The Carbon Copy podcast
Podcast
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Solar
Global markets

The terawatt era of PV: ‘Solar will be the gas of today’

On The Carbon Copy podcast: What does it look like for the global market to install a gigawatt every day?