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Energy transition analysis: data driven reporting that separates realities from fairy tales in hydrogen, storage, nuclear and grids.
India’s Green Hydrogen Ambitions Face Cost Reality as Chinese Electrolyzers Strengthen Global Advantage
India’s green hydrogen auctions have rapidly driven production prices toward globally competitive levels, but a new analysis suggests those economics may depend heavily on access to Chinese electrolyzer technology.
Between 2018 and 2023, Shell’s trading subsidiary in the Bahamas, Shell Western Supply and Trading Limited, posted profits of $6.2…
In the four weeks following Europe’s record June heatwave, grain production forecasts for the EU and UK were revised down…
The UK government’s decision to extend the operational life of Sizewell B by 20 years from 2035, contracting its 1.2…
Since 2013, EU Member States have generated approximately €176 billion in ETS auction revenues, rising from €5 billion in 2017…
Approximately 25% of new car sales in Europe are electric today. To meet the EU’s proposed target of 46% electricity…
Three sectors, steel, organic chemicals, and cement, account for roughly a quarter of all emissions covered by the EU Emissions…
Tesla reported a federal tax bill of zero dollars for 2025, continuing a pattern in which the company has owed…
US Electricity Prices Face Growing Pressure as AI Demand Collides With Renewable Energy Policy Shifts
The United States is entering a period of rapidly rising electricity demand at the same time federal policy is becoming less supportive of the lowest cost sources of new power generation.
Only 0.3% of electric vehicles built since 2022 have required a battery replacement, according to Recurrent Analytics data, compared with…
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