On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the generation and efficiency of #renewableenergy within the Americas region from the IntelStor Future of Renewables #marketresearch Report.

2025 ended with over 2.8 petawatt hours of renewable energy generation in the Americas region. While hydropower was 92.3% of the market share in 2000, it comprised 91.6% of the generation in the market.

As of the end of 2025, hydropower’s contribution to renewable energy power generation in the Americas was reduced to 56.9%, with onshore wind second at 20.5% and solar PV at 12.87%.

By 2030, we expect hydropower’s contribution to generation to reduce below 50% as onshore wind will continue to grow to more than 22%, and solar PV should grow to 17%.

Offshore wind will also start making more of a contribution by 2030 with up to 2.5% of the total regional generation.

Solid biofuels have sustained a respectable 5 – 6% of generation, but we do not see significant growth potential from the technology.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the capacity additions and market share of #renewableenergy within the Americas region from the IntelStor Future of Renewables #marketresearch Report.

While the region is still majority dependent on fossil fuels, 2025 ended with renewables at ~47% with non- renewable sources at 53% in terms of capacity installed.

The USA dominates the world with more than 478.5 GW installed, with solar PV now outpacing onshore wind and both outpacing hydropower. Solar PV in Central and South America has the largest growth potential and many countries are moving forward with capacity auctions that are specifically dedicated to renewable power generation sources.

Hydropower still leads the region with a 37.4% market share followed closely by solar PV at 30%. Solar PV will overtake hydropower in market share in the Americas in 2026, as wind energy also continues to grow. Wind energy ended 2025 at 24.1% market share in the Americas but is also poised to at least match or possibly overtake hydropower by 2030 if expected non-USA capacity additions continue to thrive.

Annual capacity additions will be led by solar PV with between 27 – 35 GW annually for the next 5 years. Onshore wind will comprise the next largest tranche of capacity additions with between 8 – 17 GW annually spurred on by the end of subsidies in the USA as well as growth in other markets such as Canada, Mexico, Chile, Argentina and Brazil. Colombia, Peru and Ecuador are also pursuing more renewables, led by wind, as well as solar PV.

We expect another 22.7% growth in the next 5 years, with solar PV achieving 460 GW installed region-wide, hydropower maintaining 377 GW, and onshore wind achieving at least 306 GW.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro dives into the feed in tariffs finance and capital efficiency of #renewableenergy within the Africa & Middle East region from the IntelStor Future of Renewables #marketresearch Report.

Many countries are simply not sophisticated enough to have a market in which FiTs could be offered or are necessary to offer, given that a government controlled utility company is typically the power offtaker. FiTs have ranged from US$70.57 for hydropower to US$113.21 for solar PV.

Overall, according to OECD reported data, Africa & Middle Eastern countries have received more than $102 billion in the past 25 years.

Historically, hydropower received the largest allocation of public finance on a yearly basis, ranging from 26% all the way up to 89% more than 20 years ago. Since 2014, solid biofuels have seen a surge in funding allocation, having previously seen 5 – 15% of annual funding.

Solar PV is the most capital efficient of all the renewable technologies in the Africa & Middle East region. Just US$52,000 per installed MW in public finance is spent to deploy the 43 GW that has been installed. Meanwhile, technologies like solid biofuels which has received a surge in funding throughout the region recently has shown poor performance in capital efficiency, with almost US$8.4 million per installed MW.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro examines the #windenergy projects in the USA which would benefit from a new power offtake agreement with data centers.

On this week’s episode I’ll take a look at the wind energy projects in the USA which would benefit from a new power offtake agreement with data centers. They are spread across 231 project sites in 31 states, which is approximately 9.4% of the installed capacity for onshore wind energy in the USA.

There are currently more than 31 million enterprise industrial servers installed throughout the USA with a total electricity consumption of approximately 185 terrawatt hours (TWhrs). They have an average power per processing unit (either a central processor or graphics processor) between 500 watt hours and 6 kilowatt hours per unit.

These additions for the data center industry will necessitate approximately 94 gigawatts (GW) of new power generation capacity which would be required to operate at an average capacity factor of at least 32%.

Asset owners and project operators need to leverage data center power sales that can turn around failing projects and use the data center demand as a way to ensure they never run into an asset profitability challenge again.

Have a listen today, and get in touch with your best questions about the global #renewableenergy industry.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro looks at generation and operational efficiency of #renewableenergy within the Africa & the Middle East region from the IntelStor Future of Renewables #marketresearch Report.

As of 2025, hydropower dropped to 62.4% market share with solar PV gaining momentum to 22.6% wind at 7.9% and geothermal at 3.3%. Solar PV and onshore wind will continue to take share away from hydropower.

Hydropower leads on capacity factor across all technologies, but given the efficiency displayed by biogas, it is unsurprising that they have seen growth in capacity installed seeing some large projects come online in 2015 and 2021 which boosted generation.

While hydropower has been able to maintain a capacity factor between 37 – 44%, technologies like biogas and even geothermal have shown a reduction in average capacity factor over time.

This is curious and concerning since newer generations of technologies typically result in higher capacity factors and should at least allow newly installed capacity to sustain the average capacity factor of the entire installed base as older asset age.

Have a listen today, and get in touch with your best questions about the global #renewableenergy industry.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a deep dive from the IntelStor Future of Renewables #marketresearch Report to look at #renewableenergy within each global region, starting with Africa & the Middle East.

The Africa & Middle Eastern region represent the largest opportunity and need for renewable energy deployment in order to offset a staggering dependence on fossil fuels which still exists today. The region has been overwhelmingly dependent on fossil fuels for the past century. The most mature countries economically have benefited the most from the energy transition, with South Africa, Egypt, UAE and Ethiopia leading the way.

Hydropower still dominates, but it is poised to be overtaken by solar PV capacity installations in 2026 within the Africa & Middle East region. Annual capacity additions will continue to be driven by solar PV, but hydropower, onshore wind, geothermal, concentrated solar power and solid biofuels will all see growth in the next five years.

By 2030, solar PV should have more than 69 GW installed, up from 42 GW today, and another 15 GW of cumulative wind energy capacity, up from 11.8GW today. Even though the region has just under 43 GW of hydropower already, we only expect 3 GW of capacity growth in the next 5 years.

Have a listen today, and get in touch with your best questions about the global #renewableenergy industry.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro continues analysis from the IntelStor Future of Renewables #marketresearch Report to look at generation and efficiency, as well as finance data for all global regions.

The world has generated a collective 10.795 petawatt hours of renewable energy as of the end of 2025 with 52.24% of global generation coming from Asia Pacific, 26% coming from the Americas, 18.97% coming from Europe and just 2.8% coming from Africa & the Middle East. By 2030, we expect to see a total generation of close to 13 petawatt hours with the distribution largely the same globally.

Europe leads the world with the highest average capacity factor across all technologies, but also leads 7 of 12 renewable energy technology categories as well. The shift away from hydropower to more solar PV and wind energy has led to an overall reduction in capacity factors across the renewable technologies since 2000.

Feed in tariffs (FiTs) have helped the world to see the rapid growth of renewable energy in the past 25 years. The average prices paid per region range from US$63.76/MWhr in the Americas to US$112.31/MWhr in Europe.

Total expenditure of public finance for renewable energy technologies in the past 25 years has been US$396.6 billion, with 29.6% in the Americas 25.8% in Africa & Middle East, 22.3% in Asia Pacific and 22.3% in Europe. Curiously, solid biofuels have seen a surge in spending coming close to 50% of the total annual allocation.

Have a listen today, and get in touch with your best questions about the global #renewableenergy industry.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro dissect the costs to the US offshore wind sector from the stop work orders as well as the tariffs which have been enacted.

The financial impact of the US administration’s stop work orders on the construction of the five offshore wind farms in the USA have totaled more than $515 million. On top of this, the impact of tariffs imposed by the US administration has added another $1.06 billion to the total cost as well.

These ill-considered actions have driven total cost for these five projects to more than $28.4 billion and the average cost to more than $5 million per installed megawatt (MW). That average cost per MW is substantially higher than the average cost per MW in Europe during the early days of the offshore wind industry. The developers bear the burden of these costs overruns, and it reduces their margins.

Tariffs have added 4.4% to the cost of Revolution Wind, 4.95% to the cost of the Coastal Virginia Offshore Wind project, and 5.44% to the total cost of Sunrise Wind. The tariff impact on Empire Wind and Vineyard Wind was lower, but still appreciable at 2.15% and 0.58% respectively, because much of the component sourcing was already completed prior to the tariffs being enacted.

The stop work orders on these five projects have also contributed substantially to project costs with each developer incurring a cost increase equivalent to approx. 1.2 - 2.6% of the total project cost.

Have a listen today, and get in touch with your best questions about the #offshorewind industry in the USA or #renewableenergy markets in any country around the world.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro returns to to the IntelStor Future of Renewables Report to get more analysis on the regional breakdown of the capacity, generation & finance data.

Solar PV leads the world in capacity installed, thanks to China’s 991 GW capacity bolstering the Asia Pacific region. Without China, solar PV still has over 340GW installed in the region due in part to a strong adoption rate in Vietnam, and neighboring southeast Asian countries.

Due to the growth in onshore wind in China and other global markets, that technology will end 2026 as second in cumulative installed capacity behind solar PV and overtaking hydropower. The Asia Pacific region is globally dominant due to China, but the Americas appear poised to overtake Europe within the next 5 years due to growth in solar PV, onshore as well as offshore wind as well.

APAC will see between 175 and 300 GW per year with China accounting for at least 70% of that total. Europe will see between 55 and 75GW of new capacity per year through 2030, with the Americas being reduced to 50 – 65 GW per year due to a pullback in the USA and limitations in other major markets in the region such as Brazil. Africa remains concerning with only 6 – 9 GW of capacity additions per year, and lacks investment in transmission infrastructure that is necessary to grow renewable energy capacity in the region.

Have a listen today, and get in touch with your best questions about the #renewableenergy markets in any country around the world.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro discusses how the commercial implementation of new solar technology will unlock a repowering and efficiency revolution that could double the amount of solar used on the grid.

Efficiency improvements in solar cells are being introduced all the time by various research entities and industry companies who have invested heavily in developing technologies with more robust performance. The latest approach is a perovskite-based cell. That is a calcium titanium oxide mineral which researches have been investigating for use in solar cells since the early 2010’s.

China’s LONGi has seen efficiencies of between 34 – 35% more recently as they continue to develop 2-terminal monolithic perovskite based cells.

With the bulk of the global solar capacity having been installed in the past 15 years, there will be a time within the next 5 – 10 years when solar PV asset repowering will need to be undertaken. Solar asset repowering should cost less than half that wind energy asset repowering, at approximately US$175,000 / MW versus US$425,000 / MW respectively.

Have a listen today, and get in touch with your best questions about the #renewableenergy markets in any country around the world.

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://www.intelstor.com/research-notes-subscription