★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Industry at a Standstill on Tariff Threat, But New Trade Restrictions Remain Far From Certain US solar power generation is breaking through all time highs, but projections for a rapid expansion of new installations in…McAlinden Research PartnersMay 11, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeEnergy & Environment Solar Power Deployment Sees Sustained Growth in US, Asia-Pacific For Years to Come Utility-scale solar deployment in the US doubled new gas capacity in the 2020-2021 period and almost half of planned power capacity…McAlinden Research PartnersMarch 8, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Supply Chain Struggles Set to Ease in 2022, Projections Point Toward Further Investment Solar industry supply chains have fallen victim to persistent disruptions and higher costs in recent months, which have contributed to…McAlinden Research PartnersJanuary 13, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentMarketsPolitics & Policy Utility-Scale Solar Deployment Robust as Costs Maintain Downward Trajectory As gas and coal prices have broken out to multi-year highs this year, utility-scale solar projects continue to get cheaper. Lower…McAlinden Research PartnersNovember 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy COP26 and US Infrastructure Bill Look to Cut Emissions, Boosting Copper Outlook The signing of a long-awaited US infrastructure bill, along with last week's COP26 climate conference, has put renewable energy and electric…McAlinden Research PartnersNovember 16, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Solar Development Surges Across Asia’s Power Markets Solar power continues to lead the way in Asia's green energy boom. ACWA Power, a renewable energy developer, recently became…McAlinden Research PartnersOctober 19, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentPolitics & Policy With Renewables on the Rise, Big Oil Continues to Buy In US solar installations continue to accelerate, but much more investment is needed to meet the Department of Energy's ambitious goals…McAlinden Research PartnersAugust 25, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy Utilities to Benefit From Biden’s Two-Track Infrastructure Program, Solar and Nuclear Energy in Focus With a $1 trillion infrastructure bill closing in on passage in the US Senate, and a $3.5 trillion budget reconciliation on…McAlinden Research PartnersAugust 4, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Solar Installations Steady but Polysilicon Costs Climb, Extending Delays Solar installations surged 46% the first quarter of this year, accounting for 58% of all electric capacity additions in the…McAlinden Research PartnersJune 17, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Solar Stumbles on Rising Costs, But Perovskite Solutions are in the Pipeline Despite a boom in deployments through 2020-2021, solar energy stocks have been whacked in recent months and could face more short-term…McAlinden Research PartnersApril 20, 2021