International Market Analysis

 

Category Archives: Climate Change

Renewables Meet Reality: Fuel Oil Still A Problem In New England

New England is traditionally associated with progressive approaches to the environment and the pursuit of renewable energy. States like Massachusetts, Connecticut, and Maine, legislated with binding laws that set limits on emissions to mitigate climate change. This is ironic because New England still relies on one of the world’s most polluting energy sources, fuel oil,

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Texas Grid Needs Connectivity And Weatherproofing

The Texas power grid, 90 percent of which is managed by the Electric Reliability Council of Texas (ERCOT), is unique in the United States. Unlike other states, Texas operates an independent power grid with very minimal connection to the two national grids: the Eastern Interconnection and the Western Interconnection. This independence is deeply rooted in

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The Year That Was: 2024 Energy Stocks – Winners And Losers

As the global energy landscape evolves, investors must assess the stability of traditional fossil fuels against the growth potential of renewable energy and advanced nuclear technologies. Some experts highlight a rising global backlash against renewables, as increasing evidence in Europe and elsewhere raises questions about long-term profitability and sustainability without government largesse. Others argue that

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Hidden Costs, Rusting Relics: Decommissioning Wind Turbines In The US

The U.S. Wind Turbine Database contains more than 74,695 wind turbines built since 1980, spread between 1,699 wind power projects in 45 states. However, thousands of wind turbines are reaching the end of their operational lifespan and need to be either repowered to make way for updated (often larger) turbines or entirely decommissioned to allow

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2025’s Energy Megatrends: Seeking Energy Security And Reviving Nuclear

In the run-up to President-Elect Donald Trump’s January 20, 2025, inauguration, energy markets have already begun to adjust to the new administration’s new economic policies. The incoming team’s support for the oil, gas, and nuclear industries reflects a re-evaluation of renewables stemming partly from a global shift towards energy security and reliability to hedge against

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The Blockchain Revolution In The Energy Market

Blockchain is moving beyond cryptocurrencies. By 2026, the market for blockchain in the energy sector is set to exceed $1.5 billion—a massive leap from just $127.5 million in 2018. Energy companies see immense potential in this technology, including how it can transform everything from grid management to green energy trading. Blockchain is a digital technology

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The West’s role in solving Central Asia’s water crisis

The Caspian Sea, vital to Eurasia’s economy and environment, is shrinking at an alarming rate. The declining water level in the sea is one visible consequence of a larger regional water crisis faced by the C5 nations of Central Asia—Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan. This water crisis threatens the more than 82 million people who call the largely

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U.S. COPing Out Of Global Climate Leadership?

Clean energy shares in the United States experienced a significant decline following Donald Trump’s election to a second term. The WilderHill Clean Energy Index fell by 6.7%, with solar companies like Sunnova Energy International Inc. and Sunrun Inc. dropping as much as 51% and 29%, respectively. The timing of this downturn is unfortunate, as green

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Google’s Search For AI-Enabling Secure Energy Goes Nuclear

As Google’s AI energy needs skyrocket, the company recently inked a deal with Kairos Power, a nuclear power company started in 2016, to meet Google’s growing energy needs. The deal between the two companies includes plans to bring a small modular reactor online by 2030 and produce up to 500MW by 2035, according to a

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