Global markets
Climate's industrial-sized problem calls for electrification
And renewables can achieve the high heats needed for a large share of industry’s needs.
Seven trends that give us a window into the state of decarbonization
A roundup of 2024 highlights from a longtime climate tech analyst
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?
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.
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
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.
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.
Pricing and tech trends shaping the booming global storage market
As manufacturing capacity ramps up, is a shakeout on the horizon?
Can the UK establish LDES market leadership?
Investors say the proposed cap and floor mechanism would “shake up” global energy storage 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.
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.
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.
Aluminum solar frames are a house of cards
Switching to steel would mitigate many of the risks that currently plague the solar industry.
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?