Category: Mega Trends & Analysis

Renewables will increase across all US regions by 2050: EIA Report

After 15 years of nearly flat U.S. electricity consumption, demand has increased by 2.1% per year, on average, over the last five years. Electricity consumption will continue growing through 2050 at a rate of 0.9% to 1.6%, with data center server energy use a major factor. Energy use in commercial buildings, home to data center activity, grows more rapidly than in the residential or industrial sectors in all modeled cases. AI servers will increasingly skew more energy intensive, the installed stock of AI servers grows exponentially through at least 2040, and computational efficiency will increase over time. 

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Coal versus Renewables in Southeast Asia’s energy crisis

For energy-importing countries in Southeast Asia, the current oil and gas crisis has led to consumer curtailment and a scramble for affordable resources. Countries that have suspended operations or underutilised coal generation capacity now see it as a way to replace the LNG used for electricity generation. This demonstrates that coal is not insulated from geopolitical shocks: short-term switching pushes up demand, which in turn pushes up prices. Only renewables are immune to such immediate crises, as once installed, they do not require a constant supply of fuel to generate electricity.

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Untapped Potential: Highlights from REGlobal’s Floating Solar in Europe Conference

Europe has ambitious solar targets (up to 600 GW solar by 2030) and there is a need for new deployment forms such as agri-solar, floating solar, and building-integrated PV. Main barriers hampering rapid floating solar deployment in Europe include complex and slow permitting processes, high costs and financing challenges and knowledge gaps with respect to risks and environmental impacts. These can be resolved by simplifying and clarifying permitting frameworks, supporting hybrid systems as well as promoting pilots and training.

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AI to unlock the next wave of renewable integration in ASEAN: EMBER

ASEAN’s expanding digital economy and growing data centre capacity provide a structural foundation for AI adoption. The region’s digital economy is now at around $300 billion and it is projected to reach $1 trillion by 2030. Data centres are crucial for efficient digitalisation in the power sector, enabling big data analytics, AI, and smart grid operation. However, infrastructure quality remains uneven across the region, with significant gaps in connectivity, data governance, cybersecurity and interoperability standards. Without deliberate regional coordination, ASEAN could develop pockets of digital sophistication rather than an integrated, intelligent power system.

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State of Energy Transition in Bangladesh and Pakistan

For Bangladesh, the next phase of the energy transition will be shaped not only by domestic policy, but by regional energy flows, costs, and infrastructure. The immediate task is to scale clean capacity while managing near-term energy security risks. Pakistan’s RE landscape is evolving rapidly, driven by shifting policies, rising consumer adoption, and growing private sector interest. Hydropower remains the largest renewable source in RE generation, supplying over 11.5 GW, followed by 2.4 GW of wind and about 1.4 GW of utility-scale solar.

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Cost economics and policy landscape for the Indian floating solar sector

India’s floating solar segment is at a transition point. Having demonstrated technical feasibility through a limited number of large projects, it must now shift decisively towards more scalable deployment. The pace of deployment needs to pick up too. Achieving even 10 per cent of the 100 GW potential by 2030 would require annual additions of roughly 2 GW, a sharp increase from the current levels. Going forward, the real test for floating solar will not be how many projects are announced, but how quickly these can move from site identification to commissioning, under a standardised and reliable national framework.

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Germany and Italy lead BESS installations in the EU

In 2025, battery storage deployment reached a new record high of 27.1 GWh, a 45% increase compared to 2024. This marks a significant acceleration after growth slowed to 23% in 2024 as a result of fundamental shifts in market and policy dynamics. As anticipated, several challenges persisted in 2025, enabling higher annual growth rates but still below 2023 levels of 73%, alongside a completely different market composition. These rapid shifts show how quickly policy and market conditions can influence battery installation levels. In 2025, Germany and Italy kept their top positions as leading BESS markets.

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7 GW offshore wind is under construction in the North Sea: EMBER

As the largest offshore wind sea in the world, the North Sea has the potential to support industrial manufacturing and energy security across the bordering nations, provided collaboration is ensured. With 101 operational wind farms making up 30 GW, the North Sea has a greater capacity than the South or East China seas, and has a significant pipeline of projects in construction or in early development. Six countries have operational offshore wind capacity in the North Sea contributing to this total – the UK, Germany, Netherlands, Belgium, Denmark and Norway – in order of total capacity.

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Impact of AI Growth on the US Electric Grid

While the outlook for data centers and their energy needs remains uncertain, future solutions must leverage robust policy instruments to spur technological and/or operational changes. Data centers may be able to improve grid reliability by reducing their power usage during peak periods; however, it is unclear which incentives would best encourage these practices. Theoretical solutions must be translated into effective, real-world policy initiatives that consider economic, political, and social realities as well as technological feasibility. Rigorous policy, economic, and engineering will facilitate successful reforms.

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Offshore Wind Potential in Atlantic Canada

Atlantic Canada possesses one of the strongest and most extensive offshore wind resources in North America. Newfoundland and Labrador have the single largest provincial potential, with an estimated ~473 GW of buildable capacity. New Brunswick’s offshore wind potential is more moderate in scale compared to Nova Scotia and Newfoundland and Labrador, but still significant at ~37 GW of buildable capacity. Prince Edward Island offers a smaller but high-quality offshore wind resource, with ~9.5 GW of buildable capacity. Nova Scotia shows one of the strongest offshore wind profiles in Atlantic Canada with a total buildable capacity of ~434 GW.

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EV Market and Charging Infrastructure Development in Thailand

Thailand’s transport sector is undergoing a major transformation. Vehicle registrations have maintained a CAGR of 3.7% since 2008, led by passenger cars at 5.2%. As of November 2024, the vehicle stock reached 46.8 million, dominated by motorcycles (52.2%) and passenger cars (42.6%), reflecting the sector’s heavy reliance on road transport, which accounts for 80% of freight and passenger movements. By 2035, total registrations are projected to reach 68.2 million, with a motorization rate expected to reach 886 vehicles per 1,000 population by 2050. The EV market continues to expand rapidly but unevenly across segments.

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The China-Gulf Green Rush: Fueling Renewable Energy Cooperation

As the energy transition accelerates, China-Gulf relations are undergoing a profound transformation. Central to this shift is the evolution of energy partnerships, from the traditional fossil fuel exports that fueled China’s industrial rise, to strategic, mutually beneficial collaborations in clean energy technologies. Looking ahead, both sides should prioritize three interconnected initiatives: establishing a Middle East hydrogen hub, modernizing regional grids to enable seamless integration of renewables, and rapidly scaling EV infrastructure to promote sustainable transportation.

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Electric Vehicle Market Trends in Indonesia

Electric vehicle sales in Indonesia have experienced remarkable growth over the past few quarters. From fewer than 150 units sold in 2020, EV sales have surged in recent years, particularly during the first and second quarters (Q1 and Q2) of 2025. Quarterly sales reached approximately 22,000 units in Q2 2025. EV uptake has been concentrated in the passenger car segment; in contrast, light commercial vehicles (LCVs) and heavy-duty vehicles (HDVs) have shown minimal electric model penetration to date.

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Top 10 Solar PV Markets in Europe

After a period of unprecedented growth, the EU solar market is poised to take a small step back in 2025. The bloc is set to install 65.1 GW of new solar PV capacity, marking the first annual decrease in market size in a decade. Following years of extraordinary expansion, +38% in 2021, +48% in 2022, and +51% in 2023, growth had already slowed sharply in 2024, when installations rose only 2.8% to 65.6 GW. In 2025, the market is expected to shrink by 0.7%, confirming that the EU solar boom is under pressure. Several factors underpin this slowdown.

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Oman’s Green Ambitions: Scaling renewables and building a resilient national grid

Oman’s power sector is evolving rapidly, marked by substantial renewable energy deployment, large-scale transmission upgrades and a clear strategic vision underpinned by Vision 2040. The country’s forthcoming solar and wind projects, combined with the extensive grid reinforcements planned by OETC, including the landmark RABT interconnector, will enable Oman to integrate GWs of new clean capacity, strengthen nationwide system reliability, unlock resource-rich regions and meet growing demand across industrial and urban centres.

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Japan’s Energy Transition: Balancing surging demand with decarbonisation ambitions

Japan is at a critical juncture in its energy transition. The country is pursuing an ambitious infrastructure expansion programme. Generation capacity is projected to expand from 327.27 GW in 2025 to 366 GW by 2034, driven almost entirely by solar and wind (accounting for 95 per cent of the total addition). To support grid stability amid rising variable generation, the country is witnessing unprecedented investment, not only in transmission but also in battery energy storage systems (BESSs), with at least USD2.6 billion committed to Japanese storage projects since December 2023.

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Global Shifts: Key trends shaping world renewable energy markets

So far, developing countries have led the efforts to scale up renewables and expand energy access. Central to this push, China’s rapid production of virtually every renewable technology has helped reduce prices and enable technology adoption across the world. Looking ahead, it is clear that only coordinated action through regional cooperation and technological diffusion is essential for building a secure global energy system. The question now is: how can countries chart their own paths towards decarbonisation while advancing domestic priorities. The way we address this challenge will shape the future of the energy transition itself.

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US installs 11.7 GWdc of Solar Capacity in Q3 2025: Report

The US solar industry installed 11.7 GWdc of capacity in the third quarter of 2025, a 20% increase from Q3 2024 and a 49% increase compared with Q2 2025. The distributed solar segments had a mixed quarter while utility solar saw substantial build out. Residential solar had another quarter over 1 GWdc – despite the industry-wide rush to sell and install projects before the Section 25D tax credit expiration, module availability has constrained project completions. Commercial solar grew year-over-year but declined from Q2 2025, with California’s NEM 2.0-driven pipeline starting to wane. Meanwhile, the community solar segment continued its decline.

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Energy transition in Kosovo, Serbia, North Macedonia 

Kosovo’s energy sector currently finds itself at a critical juncture, grappling with the dual challenges of transitioning towards decarbonisation while addressing the deep-rooted issue of energy poverty. Serbia primarily relies on low-quality lignite for electricity production as nearly 70 per cent of electricity is produced by thermal power plants, this causes huge challenges regarding air pollution. North Macedonia remains highly dependent on coal for supply security, with the main production of electrical energy coming from Bitola and Oslomej/Kičevo thermal power plants.

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India’s wind sector regains momentum, but challenges persist

As per the National Institute of Wind Energy estimates, India has immense wind energy potential – about 695.5 GW at 120 metres above the ground level. As of October 31, 2025, India’s installed wind power capacity stands at 53.59 GW. The wind sector is entering a phase of meaningful but measured progress. Momentum is building through hybrids, RTC demand and a strong manufacturing base, yet execution bottlenecks, slow contracting and offshore uncertainties must be resolved for the country to stay on course toward its ambitious 2030 wind capacity target.

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