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Research on renewables, storage, grids, clean technology, power infrastructure and transition supply chains.
The market assumes FERC/PJM policy unlocks premium pricing for existing nuclear generation, but policy benefits new builds and behind-the-meter generation…
The market treats humanoid robots as a 2030+ theme, but 2026 shipment forecasts have been sharply revised upward and a multi-billion yuan State Grid order…
The market treats solar as a single cycle, but May export data reveals a structural divergence between inverters and modules. Storage-driven demand is…
JPMorgan expects continued stability for Asia credit markets in 2H26 following a resilience test from Middle East geopolitical shocks, with carry…
Goldman Sachs updates its European datacenter pipeline estimate to approximately 480 GW, equivalent to 1.5x current European power demand, up from 170 GW in…
UBS reports that May 2026 EV insurance registrations reached 915,000 units (+12% MoM, -5% YoY), with wholesale EV penetration hitting 61% and retail…
Morgan Stanley presents a comprehensive China macro outlook focused on the dual super-cycles of AI adoption and energy transformation. GDP forecasts at…
UBS upgrades BorgWarner to Buy with a $95 price target (from $61), seeing the company as the auto supplier best positioned to benefit from non-auto…
UBS raises Orizon's price target to R$97/share (from R$92) and reiterates Buy, incorporating the Vital merger (expected to close by end-2Q26 after CADE…
UBS hosted Valero Energy senior management for an investor lunch in Chicago, covering refining margins, inventory management, and renewable diesel outlook…
UBS forecasts US LFP cell capacity rising from 85 GWh at end-2026 to 227 GWh by 2030, with utilization improving from 39% to 87%, though onshore supply will…
JPMorgan's weekly clean energy tearsheet covers a week where stocks under coverage fell 6.5% on average, underperforming the S&P 500. Key highlights include…
JPMorgan's US energy daily covers the Israel-Lebanon truce, Strait of Hormuz vessel crossings hitting post-conflict highs, and a sharp 38% decline in China's…
Multi-sector briefing covering Asia factory automation cycle recovery, AI data center and energy storage reference architectures, JPM Global Auto Conference…