Investment

Inflation, permitting delays and supply chain disruption have dominated wind industry discussion in 2023, but there are reasons for the industry to be positive as we head into 2024 too.

The S&P Global Clean Energy Index has shown a 28% fall since mid-July among the share prices of 100 leading renewable energy companies, in contrast to rises in the wider energy sector. We consider the impact of these outflows.

The ample solar resources in the US west mean opportunities for solar arbitrage abound, with the result that storage investors can expect excellent returns on investment

Twelve months on from the introduction of the US Inflation Reduction Act, energy storage manufacturing is booming, but slow implementation of the law is delaying some projects

It is three months until business and political leaders gather in Dubai for the COP28 conference, which could spur further investment in the global wind industry. But an oil and gas powerhouse is an unlikely location for action to reduce $7trn of subsidies paid annually to fossil fuel firms.

The energy storage industry is at a crucial phase of its development, only those companies that effectively plan how to extend the lifetime of their technology will survive

US start-up Koloma has raised $91m to support its expansion in the mining of naturally-occurring 'white' hydrogen. We look at whether this technology is about to hit the mainstream, and ask whether it will upend the business models of green hydrogen players.

Institutional investors have begun backing storage in a big way, but increased investment is bringing more scrutiny for which many energy storage businesses will be unprepared

Ninety-five percent of global investment in renewables in 2022 went to the wind and solar sectors, which the International Renewable Energy Agency said is too much. But it also warned that annual investment in the energy transition must grow fourfold to $5trn a year.

With investors inreasingly drawn to the 'two-way upside' offered by energy storage assets, Tamarindo provides a run-down of the European markets currently providing the best opportunities

The US Inflation Reduction Act 'opened the door' for tax equity investment in standalone storage, but exorbitant costs and a shortage of providers make it an unrealistic option for smaller developers

By 2050, solar and storage is expected to contribute 74% of South East Asia's renewable energy, but transparency issues are deterring private investors