renewables

Aluminium price spike from Middle East war fans costs for US solar industry

Higher installation costs are expected to trickle down to consumers

The Hormuz closure sharpens the logic behind renewables by reframing it as domestic supply; making system flexibility and resilience a policy priority; and accelerating electrification economics.
THE BOTTOM LINE

From Hormuz to home-grown power: Why the Middle East crisis strengthens the case for investing in Asia renewables

Forward-looking investors are backing companies that can orchestrate the entire energy system

LNG may find a way to soldier on as a raw material for the chemicals industry, but prospects for the roughly 40% that goes into power generation look bleak.

Why US$70 should be the most worrying number for LNG

The number is a decent approximation for the price of LNG-fired electricity from an existing plant

The European Union Emissions Trading System remains the most efficient instrument for limiting harmful emissions.

How should Europe respond to the energy shock?

A stronger emissions trading system would do far more for resilience than fuel-tax reductions