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Can Poland dismantle the EU Green Deal with legal challenges?
Warsaw has challenged key pillars of President von der Leyen’s climate policy with the EU’s high court, and looks set to challenge more. If successful, it could upend EU energy policy.
The execution economy of battery storage
Grid-scale batteries have moved beyond proving their value. As markets mature, competitive advantage is moving away from simply deploying capacity and towards executing projects better, from securing grid access to managing revenue risk and navigating a more demanding supply chain.
Fujimori’s victory in Peru’s presidential elections brings hope for renewable energy but uncertainty prevails
Keiko Fujimori’s election victory has raised expectations of a more supportive environment for renewable energy investment, although regulatory uncertainty and project delivery risks are likely to remain.
The energy transition’s cyber paradox
The energy sector knows how to price delays caused by planning, grid connections and supply chains. It is less used to treating cybersecurity as a factor in project delivery. As power systems become more digital and decentralised, that distinction is becoming increasingly difficult to sustain.
Latin America’s clean power success creates a harder problem
Latin America and the Caribbean already operate one of the world’s cleanest electricity systems. A new data outlook implies the next phase of growth will depend less on adding renewable capacity than on solving the harder challenge of moving, storing and monetising it.
Renewable investment enters a new phase as grids become the limiting factor
Renewable energy investment is reported to exceed $700bn in 2026. Yet the industry’s central challenge is changing. Grid bottlenecks, policy uncertainty and growing demand for firm low-carbon power are becoming more important than access to capital in determining which projects get built.
The key to post-Iran conflict energy security lies in natural gas tech
The new deal between the US and Iran will open the Strait of Hormuz, but oil and gas operators must now focus on tech solutions to stop wasting existing natural gas if similar shocks emerge, says GlobalData analyst Aoife McGurk.
Power generation’s $8.28tn problem – too many plans, not enough buildable work
There is an unprecedented volume of planned power generation investment worldwide. Yet with 62.7% of project value still in pre-planning or planning, the industry’s biggest challenge is no longer attracting capital. It is converting investment ambition into construction amid rising costs, supply chain constraints and growing regulatory complexity.
Why freight decarbonisation is becoming an infrastructure race
GlobalData’s latest assessment suggests the future of freight will not be decided by a single fuel or powertrain. As emissions rules tighten and demand continues to grow, the critical divide is emerging elsewhere: between organisations that can secure infrastructure, energy and supply chains, and those that cannot.
Data centres are becoming a defining force in power markets – can renewables keep up?
AI-driven growth in computing is turning data centres into one of the largest new sources of electricity demand. For power systems already grappling with electrification and decarbonisation, the challenge is increasingly one of delivery rather than generation.
Critical minerals are becoming the energy transition’s delivery constraint
The renewable energy sector is entering a more difficult industrial phase, where refining capacity, export controls and equipment bottlenecks increasingly shape project viability. Critical minerals are now becoming a defining constraint on project delivery.