News and Insights

U.S. Transformer Market Struggles Amid Extended Lead Times and Supply Constraints

The U.S. power transformer sector is experiencing critical shortages and prolonged lead times, threatening grid expansion and modernization efforts nationwide.

Global Energy Storage Capacity Set to Surge to 158GW in 2026

Global non-pumped hydro energy storage is projected to reach 158GW in 2026, reflecting a significant 41% growth to support evolving grid infrastructure and clean energy goals.

FH Capital Acquires Majority Stake to Boost JinkoSolar US Manufacturing

FH Capital’s acquisition of a majority stake in JinkoSolar’s U.S. manufacturing unit signals a significant expansion in domestic solar module and battery production capacity.

Navigating Rising Complexity in U.S. Battery Energy Storage Systems Markets

U.S. battery energy storage system operators face increasing operational and market complexity as evolving revenue models and regulatory frameworks reshape the landscape.

Real Estate Unlocking New Capital Pathways for Energy Storage Developers Amid FEOC Constraints

As FEOC requirements tighten and lending conditions diverge, energy storage developers increasingly turn to real estate assets to access critical pre-construction capital.

Queensland Sets New Benchmark with 100GWh Battery Discharge in NEM

Queensland has emerged as the first state in Australia’s National Electricity Market to exceed 100GWh discharged from utility-scale battery storage within a month, marking a pivotal milestone in grid reliability and renewable integration.

U.S. Inverter Market Growth Faces Regulatory and Supply Challenges

The U.S. inverter market is set to expand steadily, yet evolving policy constraints and supply chain limitations present critical hurdles for developers and manufacturers.

NSW Battery Storage Systems Achieve Record 11.9% Energy Capture on 2 May

New South Wales’ battery energy storage systems delivered a milestone by capturing nearly 12% of state electricity consumption, underscoring the growing role of storage in grid stability.

The Infrastructure Investment Case for Solar and Storage

The accelerating demand for electricity is driving a fundamental reconsideration of solar and storage as core infrastructure, reshaping energy delivery and resilience.

California Greenlights Major 300MW Solar and 1.2GWh Battery Storage Project

California’s approval of the 300MW/1200MWh Soda Mountain solar and battery project marks a significant step toward enhancing grid reliability and renewable integration.