Analysis

123 articles

Market reports, studies, and data-driven analysis of energy trends

All 123 Analysis 123

Analysis Power Electronics Solid State Transformers Standards & Compliance

The DC-Link Capacitor Supply Chain Under the Solid-State Transformer Industry: TDK, Vishay, KEMET, EPCOS, and the Metallized-Polypropylene-Film Bottleneck

Marin Holt May 13, 2026

4 sources TDK, Vishay, KEMET, and Cornell Dubilier supply the MPPF capacitors every SST requires. European manufacturing dominance Read More

AI Energy Demand Analysis Policy & Markets

EIA Projects ERCOT Solar Generation to Exceed Coal

Marin Holt May 13, 2026

3 sources EIA projects ERCOT solar will reach 78 billion kWh in 2026, surpassing coal for the first time -- Read More

Analysis Power Electronics Solid State Transformers Standards & Compliance

The Federal R&D Investment Ecosystem Under the US Solid-State

Marin Holt May 12, 2026

4 sources ARPA-E, DOE Office of Electricity, and NSF FREEDM funded the R&D behind every commercial US Read More

Analysis Power Electronics Solid State Transformers Standards & Compliance

Industrial DC Processes Are an Underdeveloped Solid-State Transformer Market: Electric Arc Furnaces, Chlor-Alkali Electrolysis, and Hydrogen Electrolysers

Marin Holt May 11, 2026

4 sources DC electric arc furnaces, chlor-alkali plants, and hydrogen electrolysers are the largest and least-covered SST market Read More

Analysis EVs Fleet & Depot Charging Policy & Markets

PG&E Residential Rates Could Drop 4.5%

Marin Holt May 7, 2026

4 sources An E3 study found managed off-peak truck charging could cut PG&E residential rates 4.4 to 4.5 percent Read More

Analysis Energy Storage Solar + Storage Integration

IRENA Report Puts Firm Solar-Plus-Storage at $54-74 per MWh

Marin Holt May 6, 2026

4 sources IRENA's 24/7 Renewables report (May 6, 2026) puts firm solar-plus-storage at $54-74 per MWh versus $60-95 per MWh for Read More

Analysis Microgrids Power Electronics Solid State Transformers Voltage & Reactive Power

Solid-State Transformers Make Intentional Microgrid Islanding

Marin Holt May 5, 2026

4 sources Conventional islanding requires separate switchgear + controller cabinet + protective relaying coordination. SST input AC-DC converter can disconnect Read More

$ESS Inc. \$63.4M Loss, EOS Energy Misses Q4 Earnings$

Analysis Energy Storage Storage Markets & Tariffs

ESS Inc. \$63.4M Loss, EOS Energy Misses Q4 Earnings

Marin Holt April 27, 2026

3 sources ESS Inc. reported a $63.4 million net loss for fiscal year 2025, with revenues reaching only $1.6 million. This Read More

Analysis Policy & Markets

NextEra Energy Resources Adds Record 4 GW of Renewables

Marin Holt April 23, 2026

4 sources NextEra Energy Resources secured a record 4 GW of new renewable and storage contracts in Q1 2026, boosting Read More

Analysis Power Electronics Solid State Transformers Standards & Compliance

Wolfspeed’s 200mm SiC Wafer Capacity Is the Biggest 2026 Bottleneck for Solid-State Transformers

Marin Holt April 22, 2026

4 sources Wolfspeed Mohawk Valley fab (Marcy NY) opened April 2022, world's first 200mm-only SiC device fab. Mohawk Valley Read More