Markets

As higher tariffs on China loom, the U.S. has enough batteries on its own

A new report found that U.S. battery supply will meet demand by 2030, though EV manufacturing will still need to grow.

A macro view on the state of climate tech

We have the solutions to slash 90% of emissions. Which tech is ready to scale, and which tech is behind schedule?

Explainer
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DATA + CLOUD
Research

Mapping the data center power demand problem, in three charts

Load growth from data centers is increasing dramatically — the only question is by how much.

News
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Solar
Regulation

At long last, technology-neutral tax credits are here

The rework of the credits is the IRA's "single most consequential and beneficial change," said EDP Renewables' Inurreta Acero.

News
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Grid edge
Policy

The White House just gave GETs the green light

With anticipated load growth, the grid needs technologies “that can cook right now,” said climate advisor Ali Zaidi.

Podcast
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Policy
U.S. market

Understanding the politics and loopholes in Biden's Chinese EV tariffs

This week on Political Climate, we talk tariffs. Plus, polls show many voters are unaware of Biden's climate wins.

News
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Research
STORAGE

Battery storage capacity needs to jump 50 times by 2050

In optimizing grid flexibility, flexible green hydrogen production will also need to scale-up to 1,200 terawatt-hours.

Analysis
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STORAGE
Policy

Why NEM 3.0's battery bump isn't guaranteed beyond California

The conditions that led to a surge in batteries aren't in place for the next states making changes to net metering.

Opinion
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Hydrogen
Regulation

Worried about hourly matching? Why your local utility may be the answer

While critics suggest a need to delay 45V implementation, first-mover utilities are stepping up to provide support.

News
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STORAGE
U.S. market

ERCOT’s battery owners lost out on 32% of potential revenue in 2023

Gridmatic pushed the promise of AI-based revenue optimization in its latest evaluation of the Texas market.

Commentary
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Grid edge
Regulation

New York's new DER program isn't FERC 2222-compliant — and for now that's okay

It unlocks opportunities for DER participation today, but sets the state up for a challenging path to 2026.

Analysis
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STORAGE
Global markets

Is it too late for the US to rival China on sodium-ion batteries?

U.S. companies are working to establish themselves in sodium-ion battery manufacturing — before Chinese firms dominate the market.

Opinion
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Regulation
Grid edge

FERC just unveiled its transmission rules. But more remains to be done.

Why a multifaceted approach is needed to accelerate the interconnection queue.

Interview
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Global markets

For now, Indonesia's energy transition needs China

The country has no plans to take sides in the West's trade war with China, and in fact wants more Chinese capital.