Power Shift
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Storage Gets a Hard Number: 300 GW by 2030, and a Payout Model to Match
China’s 15th Five-Year Plan sets new-type storage at 300 GW by 2030, with the grid companies answering and Shandong rewriting the payout rulebook. The signal…
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COP31 Puts a Number on Electrification: 35% of Final Energy From Power by 2035
COP31 lands in Antalya, Turkey, November 9-20. The host’s agenda includes a concrete target: 35% of final energy demand from electricity by 2035. The signal:…
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Renewables Pass Coal, but the Grid Race Is Just Starting
Renewables are set to become the largest electricity source while global demand accelerates. Generation reached the milestone first; networks, storage, markets and efficiency now face…
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The Grid Delay Is Already on the Departure Board
A practical, evidence-led examination of electricity-system flexibility, focused on coordination, access, timing and the operating measures that turn a visible trend into durable value.
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Renewables Just Overtook Coal. The Hard Part Is What Comes Next
Global electricity generation from renewables is set to pass coal this year — a milestone decades in the making. But the next phase is the…