Energy & Power Market Research Reports
Generation, grid and storage economics, and the policy and cost curves that decide how quickly the transition actually moves.
About our Energy and Power coverage
Energy research lives or dies on whether it distinguishes announced capacity from financed capacity. Development pipelines are long, permitting is slower than press releases, and interconnection queues have become the binding constraint in several major markets. We model what can physically be built and connected inside the forecast period, and treat everything beyond that as optionality rather than volume.
Cost is no longer the only variable that matters. Levelised cost has fallen far enough that system integration decides the value of a marginal megawatt more than technology price does, through firming, curtailment, transmission availability and demand-side flexibility. That is why storage, grid equipment and flexibility sit inside this vertical rather than alongside it.
Hydrocarbons remain part of the picture and we treat them analytically rather than politically. Refining margins, gas contracting, LNG optionality and the capital discipline of incumbents shape the pace of transition as much as renewables build-out does, and leaving them out produces forecasts that miss in both directions.
What we cover
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Oil and Gas in development
Upstream activity, refining and gas contracting, including LNG flexibility and the capital allocation behaviour of incumbent producers.
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Power Generation in development
Thermal, nuclear and hydro capacity, dispatch economics, and the reserve margin questions behind reliability planning.
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Renewable Energy 1 report
Solar, wind and other renewables sized by financed pipeline, interconnection reality and PPA structure rather than by announcement.
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Grid and Utilities 1 report
Transmission and distribution equipment, metering, network investment cycles and the tariff mechanics that fund them.
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Energy Storage 1 report
Grid-scale and behind-the-meter storage, second-life batteries, and the revenue stacking that makes projects bankable.
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Energy Transition 1 report
Hydrogen, carbon capture, electrification of heat and industry, and the policy instruments that determine project economics.
Energy and Power reports
Renewable Energy 1
Grid and Utilities 1
Energy Storage 1
Energy Transition 1
More in Energy and Power 4
Who uses this research
Developers and independent power producers screening markets, equipment manufacturers forecasting order books, utilities and regulators planning investment, industrial energy buyers, and infrastructure investors underwriting long-dated assets.
Every report is delivered with the underlying data tables, a defined methodology note and analyst access, so the assumptions can be interrogated rather than accepted. If the exact scope you need is not published here, we build commissioned studies on the same framework.