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Eye on the Market Energy Paper 2025: Heliocentrism

Solar capacity is booming around the world, both utility scale and residential applications, and is often accompanied by energy storage whose costs are declining as well. Yet after $9 trillion globally over the last decade spent on wind, solar, electric vehicles, energy storage, electrified heat and power grids, the renewable transition is still a linear one; the renewable share of final energy consumption is slowly advancing at 0.3%-0.6% per year. Our 15th annual energy paper covers the speed of the transition, electrification, the changing planet, the high cost of decarbonization in Europe, nuclear power, the Los Angeles fires, Trump 2.0 energy policies, renewable aviation fuels, superconductivity, methane tracking and the continually wilting prospects for the hydrogen economy.

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Special reports

  • Annual Outlook
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Annual Outlook

Market Outlook 2023: The End of the Affair

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Outlook 2022 - Reflation: Endgame

A look at the consequences of reflation for equity markets that are already pricing in plenty of good news.

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Outlook 2021: The Hazmat Recovery

In response to the worst pandemic in 50 years and a country at war with itself over lockdowns, individual freedoms and election results, the Fed and Congress airdropped an unprecedented amount of stimulus with vaccine airdrops to follow.

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Energy Outlook

Growing Pains: Renewable Transition in Adolescence

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2022 Annual Energy Paper

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2021 Annual Energy Paper

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