Global markets

Catalyst with Shayle Kann

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.

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Phoebe Skok
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Feb 22, 2024

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?

Energy storage

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

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.

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Phoebe Skok
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Feb 1, 2024
Solar panels

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

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

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?

The Latitude podcast from Latitude Media

Can AI alleviate the critical minerals crunch?

There’s money in the looming materials bottleneck for climatetech.

Employees work on the production line of high-voltage current transformer at a workshop in China

Faced with transformer shortages, clean energy developers are getting creative

Renewable and storage developers are building relationships with equipment manufacturers and looking overseas to avoid delays to their projects.

The Carbon Copy podcast from Latitude Media

LNG exports: America’s hidden ​‘climate bomb’

If growth continues, U.S. emissions from LNG exports could rival emissions from the continent of Europe. Bill McKibben and other guests discuss.

Huge pools of brine containing lithium carbonate and mounds of salt by-products stretch across a lithium mine in the Atacama Desert in Salar de Atacama

Can AI alleviate the critical minerals crunch?

Despite a tight market, there’s money in the looming materials bottleneck for climatetech.