China Data Signals Clean Tech Shift: Analyst Reaction
China’s latest export data is offering an early glimpse into how higher fossil fuel prices may be reshaping trade in clean energy technology. Shipments of solar products, batteries and electric vehicl...
1 Jun 21min
Wind Power Expands as Competition Heats Up
The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding acros...
28 Mai 36min
Japan Nuclear Revival Reaches Tokyo: Analyst Reaction
Japan’s journey back to nuclear power is entering a new phase. Fifteen years after the Fukushima disaster and the shuttering of the country’s nuclear fleet, the return of the Kashiwazaki Kariwa 6 reac...
26 Mai 12min
Hydrogen Moves From Hype Cycle to Hard Economics
Hydrogen’s place in the energy transition is changing. After years of hype around its role in reaching net zero, many projects have been delayed or canceled as costs remain high, policy support weaken...
20 Mai 38min
BNEF Tier 1 Lists: The Mark of Credibility
BloombergNEF’s Tier 1 lists have become a defining feature of the clean energy industry. Built on real project deployment data, they track which manufacturers’ products are actually being used in larg...
13 Mai 24min
Data Centers and the Future of Energy Storage
The AI boom is ushering in a new era for energy storage. As data center buildout accelerates, batteries are evolving from short-duration backup tools into larger, more flexible systems that can help b...
7 Mai 31min
Energy Strategy in an Era of Global Fragmentation
Middle powers are navigating a more fragmented global order. As tensions rise between major economies, the countries caught in between are being forced to rethink how they manage trade, security and e...
30 Apr 24min
Hormuz Delivers an Aluminum Shock: Analyst Reaction
Severe disruption in the Strait of Hormuz is rippling far beyond oil markets. Around 10% of global aluminum supply is tied to the Middle East, and with exports constrained, prices are surging and supp...
27 Apr 10min
