Energy

Renewable energies have been an economically and even more socially important asset class not only since the energy transition.

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Analysis Report

vdp emissions climate records slight losses

The vdp issuance climate declined slightly in June 2026: overall score +11 (previously +17), Pfandbriefe +7 (previously +14), unsecured bank bonds +16 (previously +22). Demand for Pfandbriefe remains high, the outlook is slightly subdued; many expect 10-year Bund yields to be 3.0–3.2%.

Graph showing the development of cumulative capacity and annual generation in the global SMR market from 2020 to 2040. Image source: GlobalData Power Intelligence Center.

Analysis Forecast

Global SMR capacity to surge nearly sixfold during 2025-30, forecasts GlobalData

GlobalData predicts that global SMR capacity will increase nearly sixfold from 2025 to 2030 and could increase to over a hundredfold by 2040 compared to 2025. Drivers are the need for low-CO2 base load, data centers and energy security; China and Russia lead, FOAK risks curb.

Energy Markets

Analysis Report

Large electricity consumers: the threefold challenge of grid connection, flexibility, and bankability

De Gaulle Fleurance presents the 7th edition of the Energy Transitions Observatory. The report analyses the three challenges faced by large electricity consumers – grid connectivity, flexibility and affordability – and compares regulatory approaches in China, Europe, India, UAE, UK and Senegal.

Energy Infrastructure Markets

Analysis Forecast

Malaysia to surpass 2040 renewable energy target by 2031, forecasts GlobalData

GlobalData predicts that Malaysia will exceed its 2040 NEP target for renewables as early as 2031. Drivers are large solar auctions, reforms, financing and storage. Generation from renewables is to increase to 46.4 TWh by 2035.

Energy Markets

Analysis Whitepaper

Hydrogen White Paper: How PtX Certification Is Shaping the International Hydrogen Export Market:

Four Fraunhofer Institutes publish a white paper on PtX certification for exports from the SADC region. It compares requirements in the EU, UK, South Korea and Japan; the EU is the strictest. Early target market selection shapes plant design, costs and investments.

Energy Markets

Analysis Forecast

Argentina’s renewables expansion to remain moderate through 2035 despite strong resource potential, says GlobalData

GlobalData expects the expansion of renewable energies in Argentina to progress only moderately by 2035, despite excellent wind and solar resources. Solar PV is expected to grow from around 2.5 GW (2025) to about 7.9 GW (2035) and wind from around 4.5 GW to around 7.6 GW; bottlenecks in grid capacity, financing and politics are slowing the pace. Gas remains central to the electricity mix thanks to Vaca Muerta, while coal-fired power is declining significantly.

Energy Markets

Analysis Forecast

AI-enabled smart grids to accelerate power sector’s shift to clean energy, says GlobalData

GlobalData reports that AI-powered smart grids are accelerating the energy sector's transition to clean energy by revolutionizing energy generation and distribution through real-time analytics and machine learning. Initiatives such as smart meters and integrated energy supply monitoring systems are supporting this change.

Energy Infrastructure Markets

Analysis Article Infographic Report

Construction Financing for IAB-Driven Renewable Energy Projects in Germany

The Investitionsabzugsbetrag (§7g EStG) is a German tax incentive for small businesses and investors. It allows up to 50% of planned investment costs to be deducted up to three years in advance, improving liquidity, plus accelerated depreciation of up to 20% over five years.

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