Companies urged to prioritize actual emissions cuts over offsets
With carbon credit markets in reputational disarray and no easing of Scope 3 emissions offsets in sight, companies are being increasingly advised to reduce emissions rather than merely offset them. While several efforts are underway to restore confidence in offsets tracking and trading, the UN-backed Science Based Targets initiative—the primary verifier of corporate emissions plans—appeared […]
Impacts of Intermittent Energy
The increasing integration of intermittent generation sources like solar and wind across the U.S. has contributed to rising retail power prices. The variable nature of these renewable energies requires significant investments in grid stability and reliability measures, such as backup generation and energy storage, to ensure a consistent power supply when renewable output fluctuates. The […]
Clean Ammonia | Fertilizing a Blue Transition
We find that subsidized blue ammonia can reach the same production cost and even undercut gray ammonia costs, allowing it to be competitive in current fertilizer markets and for new decarbonization applications.
ARCH2’s Hydrogen Hurdle | Competing in the Clean Hydrogen Market
Late last month, the DOE awarded its first tranches of funding for Phase 1 of the H2Hubs initiative, designed to reduce project planning costs. ARCHES, ARCH2 and PNWH2 received up to $90 million collectively, cutting their Phase 1 costs by 20%. However, the financial viability of some of these hubs remains uncertain. In Enverus Intelligence® Research’s […]
Energy Transition Deal Count Similar YOY, But Value Surges
There were 115 U.S. transactions related to renewable energy announced in 1H24, according to Enverus Energy Transition M&A data. Disclosed values totaled $30.8 billion.
There were 115 U.S. transactions related to renewable energy announced in 1H24, according to Enverus Energy Transition M&A data. Disclosed values totaled $30.8 billion.
Boost for Nuclear Resurgence
The U.S. Department of Energy has issued a $1.52 billion conditional loan guarantee to Holtec International for the reopening of the shuttered Palisades Nuclear Plant in Michigan.
The Role of Residential Solar + Storage for Grid Load Optimization
U.S. federal and state governments are incentivizing distributed energy generation technologies like residential solar and storage to speed up decarbonization.
Long-Term Load Forecast | Re-Energized Rate of Growth
Enverus Intelligence® Research’s (EIR) long-term load forecast model considers historical drivers of power demand across the Lower 48. It forecasts the total load in the U.S. to grow 42% by 2050 from today due to population growth, increased data center demand, cryptocurrency mining growth, carbon capture and storage (CCUS), green hydrogen plant demand and electric […]
Capital Currents | Financing the Energy Transition
A look at the capital pools available to different energy transition technologies.
Chinese Electric Vehicles | Up and to the Right
China has proven itself to be a leader in clean energy development across the board, with the nation installing more than 200 GW of solar capacity, surpassing the combined efforts of the rest of the world.