Hydrogen & Electrons: Solar Installers Riding The Energy Crisis And Secular Drivers

Solar energy in the US has benefited over the years from a highly supportive tax policy, consumers’ pursuit of clean energy and sharply declining costs, leading residential solar installations to reach an expected record in 2022 according to BloombergNEF. As an illustration, residential photovoltaic installers delivered impressive revenue growth in their latest quarter with Sunrun…

Read more

Hydrogen & Electrons: Hydrogen Back On Track

Yesterday was a big day for hydrogen pure players Plug Power, Bloom Energy and Ballard. Amid general concerns over their corporate customers’ capex plans and cost inflation, they managed to deliver decent quarterly figures (albeit slightly below expectations), allowing investors to look beyond a messy short term and to focus on the long-term growth opportunity…

Read more

Hydrogen & Electrons: The Nuclear Industry Is Also Making Its Technology Transition

Amid the current energy crisis, nuclear power is making a come-back despite ongoing nuclear waste issues. The idea has gained acceptance as nuclear energy is increasingly considered essential for combating climate change, following the International Energy Agency (IEA) and the Intergovernmental Panel on Climate Change (IPCC) incorporating nuclear in their models and estimates for a…

Read more

Hydrogen & Electrons: Inverters, A Major Unrecognized Component Of Decarbonization

Talking about cleantech, and more specifically about inverters which are tightly linked to solar panels, can appear quite “ambitious” given the ongoing investigation by the US Department of Commerce seeking to determine whether Chinese solar equipment producers circumvent existing tariffs and anti-dumping duties imposed on them by setting up export facilities in Vietnam, Cambodia, Malaysia…

Read more

Hydrogen & Electrons: Wind of Change?

Wind energy players Vestas and Siemens Gamesa and supplier TPI Composites have reported underwhelming earnings and cut guidance in recent quarters due to a combination of weak revenue momentum (flattish installations globally in 2021), cost inflation (steel and resins, logistics) and supply chain issues. And Covid-linked lockdowns in China are unlikely to help in the short-term.…

Read more