commentary

We are currently witnessing the most dizzying pace of technological innovation in our lifetimes, if not ever. Our lives are becoming increasingly more digital, cutting out archaic and inefficient processes and saving time and resources in an impressive fashion. COMMENTARY In solar photovoltaic (PV), this digital shift is also occurring, albeit in a less obvious […]

In the global effort to reduce greenhouse gas emissions, natural gas has emerged as an important but underappreciated energy source to help transition to a lower carbon world. Combining affordability

The conversation around lithium demand in the U.S. has been highly focused on surging sales of electric vehicles (EVs), but as we look ahead to the coming years, the real driver will be energy storage systems. COMMENTARY Last year was reported as a record year for battery storage and its rapid growth in the market […]

The U.S. recently took another important step in implementing a comprehensive strategy to advance the production, processing, delivery, storage, and use of clean hydrogen. The Biden-Harris administration on June 5 released the U.S. National Clean Hydrogen Strategy and Roadmap (Hydrogen Roadmap), which serves as a summary of the current state of U.S. hydrogen production, transport, […]

As we witness global energy demands becoming progressively complex and decentralized, decarbonization stands as one of the biggest challenges of the current generation. Addressing the issues surrounding the

COMMENTARY The American grid is reaching a tipping point. With electric vehicles (EVs) making up 5% of all new vehicle sales last year, there is an urgent need to prepare for the unprecedented strain that will be placed on the U.S. power grid as adoption continues to ramp up—and this is to say nothing of […]

Considering the unfathomable costs of unabated climate change, it stands to reason that even the most elementary investment thesis for the energy transition merits sincere consideration. And with the enormous sums of public and private capital committed these last few years toward the companies, technologies, and projects that promise to drive climate change mitigation and adaptation, it would appear […]

The solar power industry seems to be caught in the crosshairs of competing legislative agendas. The U.S. Inflation Reduction Act (IRA) created incentives to increase solar capacity via tax credits, but the Uyghur Forced Labor Prevention Act (UFLPA) limits the effectiveness of those credits by restricting the importation of any goods that were mined, produced, […]

A problematic hurdle imposed by the federal government has long plagued businesses looking to deploy their capital into the American economy: permitting. And while a deal last year between Democrats and Republicans to reform overly burdensome federal rules that delay the development of next generation infrastructure could not be reached, there is still hope on the horizon. The prospect […]

The Inflation Reduction Act of 2022 (IRA) includes the largest clean energy incentive effort in U.S. history. It builds on the energy initiatives included in 2009’s American Reinvestment Recovery Act