Browsing: Analysis

Europe’s ambition to become a global hub for energy storage system (ESS) manufacturing is facing a sobering reality check. As the Clean Energy Associates’ (CEA) Q2 2025 ESS Supply, Technology, and Policy Report outlines, while new policy frameworks like the EU’s Clean Industrial Deal State Aid Framework (CIDSAF) are designed to accelerate domestic energy storage production, a wave of cancelled or delayed projects suggests that economic headwinds and global supply pressures are undermining Europe’s manufacturing vision.

For decades, hydrogen has been pitched as a clean fuel with vast potential. Its only byproduct when burned or used in fuel cells is water—offering a tantalizing route to deep decarbonization.

In the race to secure affordable, sustainable alternatives to lithium-ion batteries, sodium-ion technology has increasingly emerged as a viable contender.

Despite the two-year extension of the critical 45V tax credit for green hydrogen, more than three-quarters of U.S. projects in the pipeline are still expected to miss the eligibility window, according to new analysis by Wood Mackenzie.

As European power markets deepen their reliance on renewables, a new structural imbalance is emerging. While solar and wind capacity continues to surge, weakened demand and limited system flexibility are compressing capture rates and undermining standalone renewables’ profitability.

Green hydrogen is expected to play a central role in the decarbonisation of hard-to-abate sectors, and by 2050, as much as 20% of global demand for the fuel and its derivatives could be met through international trade. That’s the key finding of a new report from the International Renewable Energy Agency (IRENA), which outlines how emerging export hubs in Latin America, Africa, and the Middle East could reshape global energy flows—if financing conditions don’t get in the way.

As financial institutions attempt to quantify the impact of climate change on global markets, two recent analyses have laid bare a profound divergence in approach. On one side is JP Morgan Chase, the world’s largest bank, which positions climate change as both a risk and a strategic investment opportunity. On the other, the UK’s Institute and Faculty of Actuaries (IFA) raises alarm over deep systemic vulnerabilities and the potential for severe economic disruption.

Table of Contents Key Findings in Energy Transition Scenario Analysis for Future Energy Mix Technology Deployment and Scaling Climate and…

As EU heads of state prepare to land in Beijing for the 50th anniversary of diplomatic ties, energy cooperation occupies…

By mid‑2025, the Senate’s GOP majority had every reason to trumpet a legislative victory: a 940‑page reconciliation package promising permanent…