Renewables & Storage
Utility-scale solar, onshore and offshore wind, grid-scale storage, PPA economics.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
The grid-and-generation transition is the largest capital allocation of the decade. Our studies cover wind, solar, storage, transmission, nuclear, hydrogen, upstream oil & gas, and the utility operators moving between them.
The grid-and-generation transition is the largest capital allocation of the decade. Our studies cover wind, solar, storage, transmission, nuclear, hydrogen, upstream oil & gas, and the utility operators moving between them.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Utility-scale solar, onshore and offshore wind, grid-scale storage, PPA economics.
HVDC, grid hardening, interconnection queue, storage-as-transmission.
Upstream oil & gas, LNG, refining margins, nuclear SMR and traditional fleet dynamics.
Green and blue hydrogen, ammonia, e-fuels, CCUS capacity buildout.
Regulated utilities, rate-case inflation, integrated-resource-plan capex, merchant power dynamics.
Building efficiency, industrial DSM, virtual power plants, grid-edge platforms.
Every commissioned energy & power study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
Multi-year delays on renewable interconnection; storage-as-transmission and transmission-reform workarounds.
Data-centre power demand breaking utility load forecasts; grid-capacity race.
First-of-a-kind deployment economics, utility uptake, and Chinese-Russian SMR positioning.
US DOE H2 Hub programme economics, blue vs green hydrogen cost pathways, industrial off-take demand.
Regulatory lag, capex-recovery mechanisms, and equity-valuation pressure on regulated utilities.
Multi-year permitting and interconnection delays; HVDC and grid-enhancing-technology (GET) adoption curves; PJM / ERCOT / CAISO queue economics.
US Gulf Coast FID wave, Qatar North Field expansion, and European demand durability; shipping-rate and contracted-supply economics.
Hyperscalers and steel / cement decarb projects bypassing regulated grid with direct PPAs to co-located generation and on-site nuclear; utility-demand leakage thesis.
The four teams that most commonly commission energy & power research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Generation-asset, grid-infrastructure, and retail-energy acquisition diligence.
Energy-transition fund thesis validation; asset-class portfolio benchmarking.
Capex scenario modelling under policy uncertainty; rate-case planning; PPA structuring.
Coverage-note context for utility, generation, and energy-transition equities.
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Intel Watchlist · from $89/mo
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on energy & power. Email + Slack delivery. Cancel any time.