Search

Search The Energy Brief

Energy Transition

From Ambition to Action: The Path to Net Zero in Hard-to-Abate Sectors

Steel, cement, aviation, and shipping are among the hard-to-abate sectors, accounting for about 40% of global emissions. This article explores how to translate climate ambitions into concrete emission reduction actions through localized strategies, innovation hubs, and transformations in the global energy market.

Elena Rossi6 min read
Energy Briefs

The new reality for photovoltaic module manufacturers: reshaping the global market landscape

The global photovoltaic module manufacturing industry is experiencing multiple challenges of overcapacity, price competition, and technological iteration, with the market landscape accelerating its reshaping. This article, based on Enerdata analysis, explores the current state of the industry, its impacts, and future trends.

Elena Rossi8 min read
Clean Energy

MIT Research: Most IRA Clean Energy Achievements Can Still Be Retained Under OBBBA

A latest MIT study shows that despite the "Package of Beautiful Bills" gradually phasing out some tax credits, 74% of the clean electricity capacity brought by the US Inflation Reduction Act is still expected to come online. Among them, solar and energy storage are less affected, but the retention rate for onshore wind is less than half.

Lars van der Meer5 min read
Climate Policy

Europe's next climate adaptation craze is not solar panels, but asphalt.

As heatwaves become more frequent in Europe, roads warp and railways deform, shifting infrastructure investment from clean energy to climate adaptation. Retrofitting transportation networks has become the next wave of construction priorities, with profound implications for energy systems, supply chains, and public safety.

Marcus Thorne5 min read
Green Investment

Energy Transition Investment Trends: Where Is the Money Going?

Despite the tightening macroeconomic environment, global clean energy investment has shown resilience. However, geopolitical tensions, policy reversals, and supply chain bottlenecks are complicating the trend. GlobalData analysts point out that energy security does not automatically equate to clean energy, and coal investment is also rebounding. This article reviews investment flows, performance across different technology sectors, and the outlook for the latter half of the 2020s.

Amira Al-Fayed3 min read
Energy Briefs

Europe's solar boom masks the increasing pressure on electricity markets.

Europe's solar installed capacity continues to climb, but the mismatch between peak generation and electricity demand has led to falling electricity prices and increasing curtailment, with structural pressures on the electricity market becoming increasingly apparent.

Sophia Sterling3 min read
Grid & Storage

Energy storage becomes an "equalizer": US sodium-ion battery alliance promotes technological independence

The US sodium-ion energy storage sector has seen significant progress, with several leading battery companies forming the "American Battery Leadership Alliance" and accelerating technology commercialization. Amid federal policy uncertainty, sodium-ion technology, with its low cost, safety, and long-duration energy storage potential, is challenging lithium-ion's dominance and becoming a key equalizer in the energy transition.

Amira Al-Fayed5 min read
Green Investment

EU SFDR introduces 'transition' category: fossil fuel investments gain green label access

The EU Council has adopted amendments to the Sustainable Finance Disclosure Regulation (SFDR), adding a "transition" category that allows fossil fuel companies to be included in sustainable financial products under certain conditions. This policy adjustment aims to simplify transparency rules while guiding capital toward genuine transition activities, but has sparked new discussions about the risk of greenwashing.

Amira Al-Fayed7 min read
Energy Transition

India's Next Frontier in Clean Energy Transition: Decarbonizing Industrial Supply Chains

India's clean energy transition is entering a new phase: progress has been made in expanding renewable energy, but industrial emissions have become the biggest challenge. This article analyzes the necessity of decarbonizing the industrial supply chain, the impact of global carbon border adjustment mechanisms, India's policy framework, and future prospects.

Amira Al-Fayed5 min read
Clean Energy

2026 Renewable Energy Industry Outlook: New Focus Amid Policy Changes

Deloitte's 2026 Renewable Energy Industry Outlook points out that against the backdrop of policy changes, the industry focus is shifting to infrastructure construction and project execution, and market participants need to cope with uncertainties in incentive policies and supply chain challenges.

Julian Hartmann5 min read
Climate Policy

The key to India's clean energy transition: decarbonizing industrial supply chains

India's clean energy transition is entering a new phase, with rapid expansion in renewable energy installations, but industrial emissions have become the biggest challenge to its net-zero target. This article analyzes why India needs to place the decarbonization of industrial supply chains at the core of its transition, exploring how policies, technologies, and global market trends are driving this shift.

Amira Al-Fayed6 min read
Grid & Storage

UK energy storage investment accelerates again: Revera's 400MW Hunterston battery project approved

Revera Energy has made a final investment decision on the 400MW/800MWh Hunterston battery energy storage project, located in North Ayrshire, Scotland, with construction expected to start in the third quarter of 2026. This investment is the latest example of the accelerated expansion of the UK energy storage market, marking the key role that large-scale battery storage plays in grid flexibility.

Sophia Sterling5 min read
Energy Transition

Hydrogen Energy's Pragmatic Shift: From Hype to Precise Value

Hydrogen energy is shifting from a universal decarbonization solution to precise applications, playing a complementary role in heavy industry, long-distance transportation, and extreme climate conditions. Localized production and low-carbon transformation are reshaping the energy system.

Lars van der Meer4 min read
Climate Policy

Early Signals of EU Carbon Border Adjustment Mechanism: Reshaping India's Steel Export Landscape

Based on the latest research from Nature Climate Change, this analysis examines how the EU CBAM transition period prompts high-emission Indian steel enterprises to reduce exports to Europe, while low-emission enterprises maintain competitiveness, revealing the early impact of the carbon border adjustment mechanism on global steel trade and the decarbonization process.

Sophia Sterling7 min read
Clean Energy

U.S. clean energy is expanding while also coming under pressure: how policy uncertainty is reshaping clean power investment

Based on the latest E2 project tracking data, the U.S. clean energy market in the first quarter of 2026 showed a split pattern in which “accelerated construction” and “project withdrawals” coexisted. Solar, wind, and storage projects accelerated amid rising power demand and a narrowing window for tax incentives, but manufacturing investment—especially in the electric vehicle and battery segments—has clearly slowed. Policy changes are simultaneously affecting power supply, supply chain布局, and capital allocation.

Lars van der Meer9 min read
Climate Policy

How Cities Can Scale Climate Solutions: Why System Capacity Must Keep Pace

Cities are important settings for deploying clean energy, energy storage, and climate adaptation solutions. However, to turn scattered projects into replicable, financeable, and scalable system capabilities, financing structures, technical standards, and implementation mechanisms all need to be upgraded in parallel.

Lars van der Meer7 min read