China Bets Big on Green Hydrogen: Analyst Reaction
China is emerging as the standout exception in the global hydrogen market. While many countries are scaling back ambitions, Beijing has set a new target to increase green hydrogen production eightfold...
6 Jul 26min
The Hidden Economics of EV Charging Networks
What does it take to build an electric-vehicle charging network that really works? As EV adoption accelerates, charging operators are shifting from installing as many chargers as possible to designing...
1 Jul 36min
Battery Boom Is Upending Australian Power Market Rules
Australia is becoming a proving ground for the future of electricity markets. With renewables now supplying a large share of generation and batteries being deployed at unprecedented scale, the country...
24 Jun 38min
Defending the Power Grid in an Age of Digital Threats
As power grids become more digital and interconnected, they are also becoming more exposed. Utilities are facing a growing mix of physical and cyber threats, from attacks on substations to increasingl...
18 Jun 34min
How Super El Niño Hits Power Markets: Analyst Reaction
El Niño has officially arrived, and there are concerns this time that the weather phenomenon might be more intense than most years, a so-called “super” event. With Pacific Ocean temperatures now excee...
15 Jun 18min
Heat Pumps and the Economics of Clean Heating
Heat pumps are at a crossroads. After a decade of growth, global sales fell in 2025 as weaker construction activity weighed on key markets. Yet the longer-term picture remains resilient. Heat pumps ha...
11 Jun 38min
What Explains the Growing Divide Between Oil and Gas
Gas and oil are on a sharply divergent path. In BloombergNEF’s Economic Transition Scenario, oil demand peaks before the end of the decade, while gas demand continues to grow as expanding power system...
4 Jun 35min
China Data Signals Clean Tech Shift: Analyst Reaction
China’s latest export data is offering an early glimpse into how higher fossil fuel prices may be reshaping trade in clean energy technology. Shipments of solar products, batteries and electric vehicl...
1 Jun 21min
