What economic forces are turning passive electricity users into active market participants? Today's global energy transition is driven by the rise of distributed energy resources (DERs) and innovative platforms that enable households and businesses to trade electricity locally. By 2024, distributed photovoltaics accounted for 40% of total solar capacity in major markets such as China, highlighting the rapid uptake of behind‑the‑meter generation. Rapid deployment is reshaping

What if a 1°C temperature deviation could swing quarterly revenue by 2 to 5%?  Across energy, aviation, retail, logistics, agriculture, and insurance, empirical evidence is increasingly confirming that weather variability explains a significant share of revenue and margin volatility. Large-scale studies across OECD markets show that 10%-30% of short-term demand variance in these sectors is attributable to weather conditions, even after accounting for macroeconomic and pricing

Industry accounts for around 30% of global energy-related CO₂ emissions, or roughly 9 gigatonnes annually, according to the International Energy Agency. Steel, cement, chemicals, and refining together contribute more than two-thirds of those emissions, making heavy manufacturing the single most consequential arena for near-term decarbonisation.     Yet despite this scale, the majority of industrial climate investment continues to flow toward capital-intensive technologies wit

Global renewable energy deployment is accelerating, with offshore wind installations alone contributing nearly 11 GW of new capacity in 2023, marking one of the highest annual builds on record. Yet despite this rapid growth, offshore wind's full potential remains constrained by variability and grid integration challenges. Hybrid systems that co‑locate floating solar photovoltaic (FPV) with offshore wind are poised to increase energy yield per sea area by an order of magnitude

By 2030,  BloombergNEF  projects that global grid-connected battery storage deployments will exceed 400 GW, representing more than a tenfold increase from early-2020s levels as power systems absorb higher shares of variable renewable generation. This expansion is not being driven by energy scarcity, but by rising volatility in net load, prices, and congestion across liberalised power markets.  Yet across most electricity systems, flexibility is still priced as a peripheral se

More than US$300 billion worth of announced clean hydrogen projects globally have yet to reach financial close. This gap is not explained by policy ambition, electrolyser availability, or headline cost curves. It reflects a deeper challenge: capital markets are still differentiating sharply between hydrogen projects that can be underwritten as infrastructure assets and those that remain developmental in risk profile.  Capital allocation into hydrogen is now being decided at t