Clean Energy Technology Market Insights
Leading coverage of technologies and markets shaping the energy transition
Overview
Governments and market players across the globe are exploring technologies to achieve a low carbon future. Clean technologies will play a key role in shaping the transformation of the energy industry and supporting the decarbonization of all sectors of the economy.
The Clean Energy Technology Market Insights CSM+ package provides extensive coverage of clean energy technologies and related supply chains, clean energy solutions, environmental certificates and other alternatives to traditional energy commodities helping clients understand technology development trends, make technology investment decisions, and assess different solutions to source clean energy across geographies.
Our Impact, by the Numbers
Key Coverage
Data & Analytics
Companies need to identify and execute on strategies involving the mainstream and emerging clean energy technologies that can accelerate emissions reduction. Clean Energy Technology Market Insights offers in-depth and granular actionable insights on the technology turning points, supply chain, policy, economics, outlooks, and projects for solar PV, wind (onshore & offshore), batteries and energy storage, hydrogen and renewable gas, carbon sequestration, and other clean technologies. In addition, corporate clean energy procurement strategies and Power Purchase Agreements (PPAs) outlooks help corporations compare and assess different solutions to source clean energy across geographies. We support clients to:
- Anticipate market and technology turning points
- Assess effects of policy and regulatory changes
- Understand supply chain trends and market dynamics
- Forecast technology deployment and component pricing
- Understand market fundamentals, drivers and challenges
- Support strategic planning and market entry
- Track competitor strategies and stakeholder landscape
- Keep track of individual projects
- Identify and compare revenue streams
- Assess different solutions to procure clean energy across geographies through PPA outlooks and market insights
News, Market Commentary & Heards
Coverage of the clean energy technology and environmental markets brings much needed transparency, empowering participants to act with the support of a globally recognized brand, methodology and independent perspective. We offer key price assessments covering:
- Traditional and carbon neutral cost-based hydrogen
- Regulation compliant hydrogen
- Low-carbon ammonia
- Methane performance certificates (MPC) markets
- Environmental markets such as RECs, GOs, I-RECs and Emissions-Adjusted RECs in partnership with REsurety
- Renewables capture price indices (solar and wind)
- Power Purchase Agreement (PPA) Indices
Market Insights packages offer news, market commentary, price rationale, and price assessments with 45-day history.
Product Features
Key Sectors
-
Batteries & Energy Storage
Coverage of batteries and energy storage offers a deep and comprehensive overview of the li-ion battery industry and global stationary energy storage markets by providing information.
Features
- Global deployment figures, long-term trends and forecasts to 2030 (across a wide selection of end-market segments and applications)
- Regular updates on policy and regulatory changes, as well as updates on the supply chain
- Analysis of business models and applications driving deployment
- The largest dedicated energy storage database globally with individual project level data for more than 8,000 projects
- Global database of battery manufacturing facilities, tracking the expansion announcements of leading manufacturers
- Forecasts for component pricing and technology analysis
- Alternative technologies and recycling analysis
-
Carbon Sequestration
Carbon sequestration coverage provides analysis, data and insights on the potential of carbon sequestration, including technology-based and nature-based solutions.
Features
- Tracking on more than 800 CCUS projects (point source capture and carbon dioxide removals) across different segments of the value chain from capture, transportation, storage, utilization, integrated projects and CCUS hubs.
- Global and country-level deployment figures and 30-year forecast by sector and type of solution (point source and removals)
- Information on the companies leading CCUS project-development.
- Analysis of carbon sequestration solutions classified in two main groups: nature-based solutions and technology-based solution.
- Country level carbon sequestration policy and support frameworks.
- Costs of technology-based carbon sequestration solutions.
- Analysis of Levelized cost of CO2 avoided by industry
- The role of carbon sequestration in the decarbonization strategy for multiple sectors: drivers and inhibitors by sector
-
Hydrogen & Renewable Gas
Our hydrogen coverage provides an objective and balanced assessment of the prospects for hydrogen and renewable gas as part of future energy use. The service includes detailed modelling of production costs hydrogen transportation options (including liquid hydrogen, ammonia, methanol, the levelized cost of hydrogen, and pipelines). This detailed cost modelling forms the basis of the global cost curve.
Features
- Analysis of policy, technology, market issues, and drivers
- Forecasts for capex, opex, and input energy prices for hydrogen production for key technologies, as well as transportation and storage options by benchmark volume and distance
- Global hydrogen supply and demand outlooks through 2050
- Hydrogen Production Assets Database
- Review of corporate strategies and business models for deployment
- Analysis of emerging trends: drivers and implications
- Excel models for electrolysis capex and the levelized cost of hydrogen, ammonia, methanol and synthetic liquid
- Excel-based transport model covering liquid hydrogen, ammonia, methanol, LOHC, new and converted pipelines
- Supply cost curves for low-carbon hydrogen, ammonia and synthetic methane for Europe and Japan
-
Solar PV
Coverage of Solar PV includes detailed analysis on markets and on the supply and demand of major components such as panels, inverters and trackers.
Features
- Global and country-level deployment figures and forecasts by system type to 2030
- The largest dedicated solar project database globally with individual project level data for nearly 115,000 projects
- Detailed price, volume and supply vs demand forecasts for key components (modules, cells, wafers, polysilicon, inverters, trackers)
- Competitive environment analysis and supplier market shares throughout the value chain
- Detailed analysis of key downstream stakeholders, including EPCs, developers and owners
- System price forecasts and cost analysis
-
Wind
Wind coverage includes onshore and offshore wind, and insights on competitive strategies of wind turbine manufacturers.
Features
- Installation forecasts – global and key regions
- Profiles of leading OEMs and offshore supply chain players
- Announced wind turbine order tracker, updated bi-annually
- Global wind turbine manufacturing footprint and capacity
- Offshore wind turbine installation vessels supply and demand analysis, key trends, drivers, and potential risks
- Geographic profiles (>30) for both onshore and offshore wind
- LCOE outlook for both onshore and offshore wind technologies
- Wind turbine technology research including turbine trends, materials usage, and emerging areas such as recycling
- Offshore wind substation topsides, foundations and substructures
-
Other Clean Energy Technologies
Features
- Global and country-level deployment figures and 10-year forecasts for biomass and waste, geothermal, hydropower, nuclear, ocean, and solar CSP
- Project database tracking more than 1,300 geothermal, SMR, and CSP projects
- Deep dives on key technologies (markets, maturity, key players)
- Technology watch with tracking of key technology milestones and signposts and investments in other clean energy technologies
- Company profiles of key technology providers
-
Clean Energy Procurement
Our clean energy procurement data and analysis provide organizations with comprehensive solutions for sourcing renewable energy. We assist in identifying and procuring clean energy options such as solar, wind, and energy storage globally—especially in areas of the world where the data might be difficult to obtain or process—helping you develop strategies tailored to your operational needs. Coverage of Clean Energy Procurement includes data and insights on global corporate renewable contracts (power purchase agreements) as well as environmental energy certificates (I-RECs, RECs, GOs, REGOs). The service includes a global database, forecasts and insights into demand, supply and prices.
Features
- Global database detailing corporate renewable contracts by location, project, type, technology, off-taker and off-taker sector, supplier and MWs contracted
- PPA historical pricing insights as well as S&P Global’s proprietary price forecasts for Europe and the United States
- Analysis and forecasts of major environmental certificate markets (US Renewable Energy Certificates, EU Guarantees of Origin, UK Renewable Energy Guarantees of Origin, China’s Green Electricity Certificates and India Renewables Energy Certificates, I-RECs)
- Country profiles detailing local clean energy procurement trends and providing insights into local policies, available procurement options, market participation and power market trends
Tools & Models
-
Clean Energy Technology Analytics
Integrated visualization dashboard that facilitates workflows for users interested in comparing data across clean energy technologies, including batteries and energy storage; carbon sequestration; hydrogen and renewable gas; solar PV; onshore and offshore wind; and other technologies with lighter coverage such as concentrated solar power and geothermal.
- Supports analysis of company portfolios, project pipelines, technology trends, costs, and supply chain
- Allows for quick screening of clean technology projects by countries to understand where is the most activity and potential, or by companies to understand evolving portfolios.
- Enables tracking of changes and announcements of new of policy on a global basis and across technologies that supports identification of opportunities or impact on stakeholders’ revenue streams.
-
Projects
- Cross-technology database
- 150,000+ projects by geography, technology, status, owner, start year, size
- Coverage: Solar PV, Onshore & Offshore Wind, Energy Storage, Hydrogen, CCUS, Geothermal, SMR.
- Integrated dashboards to deep-dive into specific technologies
-
Market Outlooks
- Cross-technology outlooks
- Yearly gross capacity additions and installed capacity for 2015 - 2030
- Coverage: renewables installations, battery demand, electrolyzers and hydrogen outlooks, CCUS
- Dashboards to deep-dive into specific technologies
-
Economic Outlooks
- Cross-technology outlooks, CAPEX, levelized cost analysis
- Yearly outlooks by geography, cost-breakdown at component level out to 2030
- Coverage: Offshore & Onshore Wind, Solar PV, Solar PV + Battery Energy Storage System
- Adjustable sensitivities (CapEx, OpEx, WACC), cross-region comparison and analysis
-
Policy
- Database of key announcements
- Policies by type, technology/sector, geography, time-period and status
- Coverage: Batteries & Energy Storage, Hydrogen & Renewable Gas, CCUS, Solar PV, Offshore & Onshore Wind
- Policy summary augmented with experts’ insights and statistics analysis
-
Supply Chain
- Database of key supply chain insights
- Data and forecasts by companies, geographies, technology and sector
- Coverage: Battery and Energy Storage, Solar PV
- Supply chain analysis
-
Corporate Renewable Contracts Dashboard
Global database detailing 250,000+ corporate renewable contracts by location, project, type, technology, off-taker and off-taker sector, supplier and MWs contracted
Use Cases
Oil & Gas
Assess the technologies that will help decarbonize their operations, develop strategies to reach net-zero targets, identify new market opportunities early and prioritize business development activities.
Power & Utilities
Monitor existing technology, new technologies in development to determine strategic positioning and portfolio mix.
Equipment Manufacturers
Assess the demand for equipment; obtain large and detailed lists of announced, planned, under construction or operating projects; and conduct competitor positioning analysis.
Component & Material Suppliers
Assess total addressable market and strategically target customers based on market share rankings, plus identify key stakeholders to develop business pipeline.
Renewable Project Owners & Developers
Assess cleantech project investment viability based on coverage from CAPEX, LCOEs, PPAs.
Risk Managers at Clean Energy Trading Desks
Model prices, forecast trends and calculate key risk metrics to hedge risk in new markets.
Sustainability Director
Reduce emissions through investing in clean energy and utilizing PPAs to meet lower scope 2 emissions.
Data & Distribution
Get the edge in today’s global markets with our Essential Intelligence® delivered through the providers and platforms which suit you.
API Solutions
Cloud
Data Feed
Desktop & Mobile
Request Follow Up
Interested in this product?
Complete the form and a team member will reach out to discuss how our solutions can support you.