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Equinor's Mariner oil field off the U.K. (Credit: Equinor)

How Oil and Gas Giants Are ‘Buying Options’ For an Uncertain Future

The recent attack on Saudi refineries is the latest stress on an energy system facing structural change.

29 minutes ago by Julian Spector

Installers aren’t translating the value of solar-plus-storage to prospective customers, the author writes.

Industry Perspective

Buying Rooftop Solar Is Complicated, Even for an Expert

A Wood Mackenzie solar analyst wanted PV on her house. The process was surprisingly complicated.

4 hours ago by Michelle Davis

Raising the bar: Duke CEO Lynn Good.

Duke Energy Vows to Eliminate Its Carbon Emissions by 2050

The utility will lean heavily on gas and renewables in the medium term. Beyond 2030, big questions remain.

2 hours ago by Jeff St. John

Wind turbine makers are increasingly drawn to the higher-margin O&M business. (Credit: Senvion)

Senvion Deal Would Shrink Siemens Gamesa’s Services Gap With Vestas

Exclusive talks to buy the insolvent German manufacturer’s service business underscore a key segment of the evolving global wind market.

5 hours ago by John Parnell

A firefighter watches a 2017 blaze in California. (California National Guard/Flickr)

California Supercharges Battery Incentive for Wildfire-Vulnerable Homes

A boosted $1-per-watt incentive will cover nearly the entire cost of a Tesla Powerwall home battery system.

1 day ago by Jeff St. John

GTM Squared Insights

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PacifiCorp Sees Savings in a Rising Tide of Renewable Energy

5 days ago by Jeff St. John

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What the Biggest Battery Projects Tell Us About the Future of the Industry

1 week ago by Julian Spector

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Climate Change Likely to Decrease Solar Output, New Research Shows

1 week ago by Emma Foehringer Merchant

We're seeing a turning point in the political conversation around climate change.

September 17, 2019 Policy

Does Climate Make Good Political TV?

6 by Stephen Lacey

Sun salutations.

September 5, 2019 Wind

Kissing the Sky: The Pros and Cons of Ultra-Tall Wind Turbine Towers

62 by Justin Gerdes

Frenemies?

September 12, 2019 Wind

Solar ITC Extension Would Be ‘Devastating’ for US Wind Market: WoodMac

74 by Karl-Erik Stromsta

Frenemies?

09.12.19 Wind

Solar ITC Extension Would Be ‘Devastating’ for US Wind Market: WoodMac

74 by Karl-Erik Stromsta

“We have never denied — ever, ever — the existence of climate change.

09.06.19 Fossil Fuels

Coal Miners Doubt Promises of an Inclusive Energy Transition

63 by Julia Pyper

Sun salutations.

09.05.19 Wind

Kissing the Sky: The Pros and Cons of Ultra-Tall Wind Turbine Towers

62 by Justin Gerdes

09.17.19 Policy 6

We're seeing a turning point in the political conversation around climate change.

Does Climate Make Good Political TV?

This week on The Energy Gang: cheeseburgers, plastic straws, fracking, flood insurance and all the other stuff covered in CNN’s day-long climate town hall.

by Stephen Lacey

09.18.19 Policy 0

Young people around the world prepare to take to the streets for a global climate strike on September 20.

Youth vs. Climate Change: Young Activists Take Matters Into Their Own Hands

Will 2019 be remembered as the year humanity turned a corner in the fight against climate change?

09.17.19 Wind 1

Global Renewables Giant Born as RWE Approved for 17GW Pipeline Deal

RWE will take ownership of fellow German utility E.ON’s project pipeline, building on its already-huge installed base.

by John Parnell

Seeking a Silver Lining in a Dull Quarter for Storage Deployment

Seeking a Silver Lining in a Dull Quarter for Storage Deployment

As new storage deals race ahead, present-day activities feel stuck in the past.

by Julian Spector | September 17, 2019

18

09.13.19 PODCASTS

How America Thwarted a Giant ‘Extension Cord’ for Renewables

This week on The Energy Gang: Has the United States lost its ability to build grand infrastructure?

by Stephen Lacey

the
ENERGY
GANG A GTM PODCAST

09.17.19 Solar 1

An Ikea partner invested in U.S. solar plants for the first time this week. (Credit: Shutterstock)

Corporations Drive Greater Share of US Solar Procurements

Growth in corporate deals a “particularly striking” trend, as Wood Mackenzie outlines record-high U.S. utility-scale solar pipeline.

by Emma Foehringer Merchant

09.16.19 13

Eos Energy Storage is deepening its partnership with Holtec International. (Credit: Eos)

Eos Looks to Scale Up Battery Manufacturing in Pittsburgh

Could the non-lithium-ion battery contender be ready for showtime at last?

09.16.19 Energy 35

Rolls-Royce believes its SMR design could deliver power for $75 per megawatt-hour.

Rolls-Royce’s Small Modular Reactor Project Delayed by Brexit Uncertainty

British engineering giant hopes to refine its SMR design over the next 15 months.

09.16.19 Solar 0

GTM and Wood Mackenzie On-Site at Solar Power International

GTM and Wood Mackenzie On-Site at Solar Power International

Stop by to meet our editors and WoodMac analysts, and to get an exclusive discount on GTM events or GTM Squared.

by Mike Munsell

09.16.19 Research & Analysis 10

Fueled by public policy and declining battery costs, global electric bus adoption is set to triple by 2025.

Research Spotlight

Global Electric Bus Adoption to Triple by 2025

China accounts for a whopping 98 percent of today’s global e-bus market.

by Timotej Gavrilovic

Solar Industry Unsatisfied With Proposed SMART Reforms in Massachusetts

Solar Industry Unsatisfied With Proposed SMART Reforms in Massachusetts

The state plans to expand its solar incentive program by 50 percent. The industry wants more.

by Emma Foehringer Merchant | September 16, 2019

Upcoming Webinar

Upcoming Webinar Energizing EV: Accelerating the EV Revolution for Business

Tuesday September 24, 2019 2:00 PM ET

Featured White Paper

Modernizing Utility Infrastructure: Smart, but Not Always Secure

Utility companies today face challenges on many fronts—meeting consumer expectations and regulatory requirements, addressing aging infrastructure and maximizing profits. To maintain market agility, utilities must adapt to change more quickly, increase their focus on value-added services and continue to monitor, control and manage the demands of customers.

09.13.19 Grid Edge 15

Keeping the lights on.

Looming Grid Shortfall Prompts 2.5GW California Procurement Proposal

“All-source” reliability procurement for Southern California could open massive new market for renewables, batteries and demand response.

by Jeff St. John

PacifiCorp Sees Savings in a Rising Tide of Renewable Energy

PacifiCorp Sees Savings in a Rising Tide of Renewable Energy

Each time PacifiCorp analyzes the savings it would get from closing coal plants early and replacing them with renewables and storage, the numbers get better.

by Jeff St. John | September 13, 2019

09.13.19 Grid Edge 18

In this week's podcast, we dissect the failure of an ambitious transmission project.

How America Thwarted a Giant ‘Extension Cord’ for Renewables

This week on The Energy Gang: Has the United States lost its ability to build grand infrastructure?

by Stephen Lacey

09.12.19 Blockchain 5

The grid is seeing more customer-side participation than ever.

The Blockchain Opportunity at the Heart of the Flexible Grid

A missing link in the grid’s evolution.

by Scott Clavenna

09.12.19 Wind 74

Frenemies?

Solar ITC Extension Would Be ‘Devastating’ for US Wind Market: WoodMac

The booming U.S. wind industry faces an uncertain future in the 2020s. Few factors are more important than the fate of the solar ITC.

by Karl-Erik Stromsta

09.12.19 Solar 2

Michigan is about to rise in the solar state rankings.

Michigan PURPA Settlement Set to More Than Triple State’s Solar Capacity

Utility Consumers Energy and the solar industry resolved their conflict, smoothing the way for deployment.

by Emma Foehringer Merchant

09.11.19 Solar 2

The investment will strengthen Solaria's partnership with Enphase. (Credit: Solaria)

Solaria Raises $40M to Double Its Module Production Capacity

Growth funding, led by former SunPower chairman T.J. Rodgers, will boost California-based Solaria’s module capacity ‘close to 500 megawatts’ by end of 2019.

by Jeff St. John

09.11.19 Research & Analysis 8

The decision to extend the operational lifetime of turbine assets depends on asset owner strategies, project economics and site and turbine operating conditions.

Research Spotlight

65GW of European Onshore Wind Turbines Need Upgrades or Replacements by 2028

With more wind turbines in Europe reaching end-of-design-life, regulation will be essential to preserving wind capacity.

09.11.19 Grid Edge 10

Rivian wants to sell EVs that work just as well for off-road adventuring. (Credit: Rivian)

More Money for Electric Trucks: Rivian Raises $350M From Cox Automotive

The startup had already raised more than $1 billion from Amazon, Ford and others.

by Julian Spector

09.11.19 Energy Storage 2

Too valuable for the landfill.

How China Is Cornering the Lithium-Ion Cell Recycling Market

100,000 tons of batteries may be recycled this year—almost all of it in Asia.

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