Research & Analysis

Data-driven analysis on the energy transition

In-depth articles exploring the economics, technology, and policy of clean energy. Grounded in data, focused on what matters.

Featured March 2026

The Shifting Economics of Grid-Scale Storage

Battery storage costs have declined 40% since 2022, reshaping the economics of grid flexibility. This analysis examines the levelized cost of storage across lithium-ion, iron-air, and flow battery technologies, with projections through 2030.

Key Findings

  • 4-hour lithium-ion LCOS has fallen below $120/MWh in leading markets
  • Iron-air systems are approaching cost parity for long-duration applications
  • Merchant storage revenue stacking is viable in 6 of 12 analyzed markets
12 min read
2022 2024 2026 2028E LCOS by Technology ($/MWh)
Policy February 2026

Carbon Border Adjustments: How CBAM Is Reshaping Global Trade

The EU's carbon border mechanism is now fully operational. This article examines implementation across Europe and emerging frameworks in North America, with data on trade flow impacts and industrial competitiveness effects.

Carbon Pricing Trade Policy Industrial Strategy
8 min read
Technology January 2026

Green Hydrogen: Where the Economics Stand Today

Updated data on electrolyzer costs, utilization rates, and production economics across leading geographies. Tracking the gap between current costs and the targets needed for widespread industrial adoption.

Hydrogen Electrolysis Project Finance
6 min read
Technology December 2025

Advanced Nuclear: SMR Economics and Deployment Timelines

An independent assessment of small modular reactor designs nearing regulatory approval, with detailed LCOE projections and comparison to competing baseload generation alternatives.

Nuclear SMR Baseload Power
10 min read
Analysis November 2025

The Critical Minerals Bottleneck: Supply Chain Risks for Clean Tech

Mapping dependencies across lithium, cobalt, rare earths, and copper. Geopolitical concentration analysis and what diversification of supply chains looks like in practice.

Supply Chain Critical Minerals Geopolitics
14 min read
Market October 2025

Corporate Renewable Procurement: PPA Structures and Pricing Trends

How corporations are buying clean energy: an overview of virtual PPA structures, sleeve arrangements, and the emergence of 24/7 carbon-free energy matching frameworks.

PPAs Corporate Procurement Renewables
9 min read
Policy September 2025

The Inflation Reduction Act at Three: Implementation and Impact

A comprehensive look at IRA implementation three years in: tax credit utilization rates, manufacturing investment trends, and the measurable impact on clean energy deployment in the United States.

U.S. Policy Tax Credits Manufacturing
11 min read
Market August 2025

EV Battery Supply Chains: From Mine to Market

Tracing the lithium-ion battery value chain from raw material extraction through cell manufacturing to vehicle integration. Regional analysis of capacity buildout across China, Europe, and North America.

Batteries Supply Chain Manufacturing
13 min read
Analysis July 2025

The True Cost of Coal: Stranded Assets and Transition Economics

Quantifying the economic case for coal phase-out across major producing nations. Analysis of stranded asset risk, transition costs, and the labor market implications of accelerated retirement schedules.

Coal Phase-Out Stranded Assets Just Transition
15 min read