ACES News and Press, ALPS Clean Energy From 03/24/22

February reports recapped the past year for global power and renewables and offered a look ahead for several regional power markets, in addition to a long-term market outlook for global power and renewables. Meanwhile, amid the economic instabilities and challenges of 2021, clean ener...

Annual spending levels in low carbon would need to be two times the current projections to meet more ambitious climate objectives by 2030. Overall capital expenditure efficiency for low carbon power technologies to improve by 30% by 2030. There is a significant upside to these num...

Within the metals and mining industry, both the operations and products at each point on the value chain are typically carbon intensive. Alcoa and Rio Tinto have formed a joint venture, ELYSIS, to focus on creating a new process for smelting aluminum that would completely eliminate th...

Global Majors are overhauling their downstream business due to pandemic-induced downturn and impending energy transition. The divestment spree of refineries will continue with the structural fuel demand decline and growing sensitivity towards carbon intensity. Going forward, the r...

Global power consumption slumped in the first year of the pandemic then rebounded in the second as the global economy transitioned from recovery to expansion. Slowing economic and electricity demand growth in China, the US, and other large economies will reduce pressure on the demand-...

Buyers (countries, investors, and traders) are panicking as the commodity Wheat gained more than 40% last week. Commodity markets surged to their largest gains in years as Ukrainian ports were closed and sanctions against Russia sent buyers scrambling for replacement supplies. Giv...

With Russia’s invasion of Ukraine into its second week, the economic fallout is gradually coming into focus. In our view, it is highly likely that economic growth will slow in the US and globally, but less so in the U.S. We expect market volatility to remain elevated for an...

Enphase Energy (ENPH +9.8%) and SolarEdge Technologies (SEDG +9.1%) comprise two of the top five gainers on the S&P 500, as rising oil prices resulting from the Russia-Ukraine conflict and the just-announced U.S. ban on Russian oil and gas imports continue to shift attention to alternativ...

Russia-Ukraine conflict could push oil to $180 a barrel. Conflict also having major impact on agricultural commodities. High commodities prices may hamper global growth. For further details see: Oil's Price Surge May Not Be Done, As The Russia-Ukraine Conflict Intensifie...

The clean energy debate, as well as industries of the future, has been getting a reality check in recent weeks as crude oil continues to power higher. It's not that the world won't eventually transition to cleaner fuels, but more about how long it will take to get there and securing ample ene...