October 25 2017

Mapping China Renewables Curtailment and Coal Risks

The world’s largest power system will face serious challenges in the next few years. In the previous decade, spurred by rapid power demand growth, generous subsidies, and regional industrial competition, China over invested in new generation capacity. By the end of 2016, the national power market was oversupplied by 35%. China’s power generators, both renewable […]

October 23 2017

Utilities Subsidize Google and Amazon to Enter the Home

This article first appeared on the BNEF mobile app and the Bloomberg Terminal. U.S. smart thermostat market expected to peak in 2021. Alphabet Inc. and Amazon Inc. are backing leading brands. BNEF smart thermostat sales estimate Source: Bloomberg New Energy Finance. Note: Europe refers to the EU-28 plus Switzerland and Norway. The U.S. is leading […]

October 16 2017

End in Sight to Near-Term Lithium Supply Shortages

This article first appeared on the BNEF mobile app and the Bloomberg Terminal. 18-fold jump in lithium demand from batteries from 2016-30 Junior miners racing to meet demand, 30 projects in pipeline   Lithium Supply and Demand Source: Bloomberg New Energy Finance, press releases, Avicenne, USGS, IDTechEX, Deutsche Bank. Note: Production from lithium brine mines […]

October 10 2017

Japan’s Hydrogen Goals Need More Than Panasonic Fuel Cells

This article first appeared on the BNEF mobile app and the Bloomberg Terminal. Japan’s residential fuel cell installed base: 220,000 units Japan’s 2020 residential fuel cell target: 1.4 million units Japan residential fuel cell cumulative installations Source: Bloomberg New Energy Finance. Note: Years are Japanese fiscal year running from April through March. ‘Expected’ represents BNEF’s […]

October 5 2017

Clean energy investment – 3Q 2017 trends

Firm third quarter suggests global clean energy investment for the whole of 2017 may slightly exceed 2016’s total of $287.5 billion. Seven giant wind projects, each costing between $600 million and $4.5 billion, and spread between the U.S., Mexico, the U.K., Germany, China and Australia, helped global clean energy investment to jump 40% year-on-year in […]

October 3 2017

Wind Turbine Prices in U.S. Plummet Faster Than Globally

This article first appeared on the BNEF mobile app and the Bloomberg Terminal. Price falls well below $1 million per megawatt Looming end of tax credit beckons turbine-maker competition United States and global wind turbine prices by delivery date   Note: Price of contract is calculated on day of signing and quoted by date of delivery. […]

September 26 2017

Green Bond Issuance Will Soon Pass $100 billion in 2017

This article first appeared on the BNEF mobile app and the Bloomberg Terminal. Over $96 billion of green bonds have been issued this year Another $39 billion of green bonds are expected by year-end Annual green bond issuance by issuer/bond type Source: Bloomberg New Energy Finance  Annual green bond issuance will hit triple digits for […]

September 13 2017

Global LNG Outlook 2017

September 12 2017

Power Prices May Scale New Heights

By Bloomberg New Energy Finance’s European Power Transition team. This article first appeared in BNEF’s ‘EU Power Weekly’ publication, available to clients on the web and on the Bloomberg Terminal. Europe might be facing another expensive winter. Two factors point to that risk. EDF’s French reactors are again under investigation, and gas storage levels are […]

September 5 2017

Better Turbines Boost Harvest From Wind Farms

This article first appeared on the BNEF mobile app and the Bloomberg Terminal. Improving wind turbine performance delivers cheaper power Average capacity factors now around 37%, up from 25% in 1993 Improving onshore wind capacity factors  Source: Bloomberg New Energy Finance  The cost of energy from onshore wind has been tumbling in recent years, in […]

LOAD MORE

Want to learn how we help our clients put it all together? Contact us