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Curtailment has become a very relevant issue in Brazil as renewable penetration grows. In short, curtailment is the forced reduction of renewable generation, which typically occurs when there is too much intermittent generation on the grid and insufficient transmission infrastructure. Operators are then required to shut down units to balance the system. The main drivers are transmission bottlenecks, operational restrictions related to grid stability and reliability and localized oversupply. We can split these into two major categories: infrastructure…
The onshore wind sector has historically witnessed mild growth in Southeast Asia (SEA) since the start of the decade due to a combination of regulatory hurdles, weak grid infrastructure, high costs associated with developing local supply chains, and persistent reliance on cheaper fossil fuels like coal, which are perceived as more stable. However, this could change, with Rystad Energy’s analysis projecting onshore wind capacity in SEA to climb from 6.5 gigawatts (GW) in 2024 to 26 GW by 2030, an increase of 19.5 GW. This resurgence is fueled…
China just advanced another pawn in the high stakes international battle to achieve commercial nuclear fusion. China and the United States have been trading off breakthroughs in the race to unlock the holy grail of clean energy for years now, and the rate of technological advancement has been increasing exponentially as a result of heightened investment and policy support from the two largest economies in the world. The nuclear plants that currently provide 10% of the global energy mix use nuclear fission – the splitting of atoms –…
Recent months have underscored how Canada’s implementation of its tariff rate quota (TRQ) system is reshaping the market for oil country tubular goods (OCTG) and linepipe. The system, rolled out this summer, is already influencing procurement strategies as companies adapt to tighter import channels and higher costs. Rystad Energy expects mild upward pressure on Canadian OCTG and linepipe prices in the medium term as demand from pipeline projects grows and competition for limited import quotas intensifies. The TRQ system took effect in two…
With the United States indicating that it may not be willing to finance Ukraine’s defense needs for much longer, the European Union is looking into various ways of footing a larger part of the bill in 2026 and 2027, assuming -- as most people in Brussels do -- that the war will continue. The most obvious hint of this came during European Commission President Ursula von der Leyen’s annual policy address to the European Parliament earlier in September in which she floated the idea of a “reparations loan.” More information…
