The 2026 energy storage boom is no longer a forecast — it’s a construction site. Developers in the US alone are planning to add a record 24 GW of utility-scale battery storage this year, a massive jump from the 15 GW installed in 2025. Globally, 353.4 GWh of new energy storage capacity is expected to … Read more
Offshore wind supply chain bottlenecks are no longer a secondary concern in the sector — they are the primary constraint determining which projects get built and which investors make money in 2026. Policy ambition is strong. The wind resource is vast. The technology works. The limiting factor is whether the ships, cables, ports, and factories … Read more
Solar energy grid integration is the defining challenge — and investment opportunity — of the renewables sector in 2026. The generation problem is largely solved. Solar is now the cheapest source of new electricity in most of the world, and the US alone is on track to add 43.4 GW of utility-scale solar this year, … Read more