Comprehensive Market Intelligence for the Energy Transition
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Leverage our deep industry insights to navigate the dynamic clean energy landscape with confidence
The energy transition has created huge business opportunity amidst massive complexity. Geopolitical forces, aggressive technology advancement, and volatile pricing are inducing structural changes to value chains, complicating procurement strategies, and posing risks to project profitability. The breakneck pace of supply expansion in the Photovoltaic (PV) and Energy Storage System (ESS) sectors has made supplier evaluation and monitoring paramount. Amid these complexities, we are here to provide clarity and direction.
What sets us apart is that we are not just observers — we are at the table when supply agreements are negotiated, in the factory watching production, and in the field identifying and fixing problems. This hands-on presence gives us a perspective few can match, allowing us to surface risks and opportunities as they emerge.
Our market intelligence services deliver a comprehensive understanding of global supply, technology, pricing, and policy for the PV and energy storage sectors. By combining on-the-ground experience with design and technical know-how, we provide actionable insights into the inner workings of the industry. From supply dynamics and pricing developments to technology evolution and policy analysis, we equip you to navigate this rapidly evolving landscape effectively — ensuring you’re not just keeping pace, but strategically positioned to capitalize on change.
How can I stay on top of the complex market dynamics in clean energy technologies and supply chains?
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Production capacity
Regional investment
Value chain expansion
Supplier profiling
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Full value chain analysis
Cost to price waterfall
Regional cost deltas
Raw material impacts
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Product roadmaps
Performance specifications
Supplier positioning
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Trade policy
Supply/demand incentives
Assessing the Impact of Foreign Entity of Concern (FEOC) Restrictions on U.S. PV & BESS Supply Chains
This service provides actionable market intelligence to solar PV and energy storage developers, who are developing procurement strategies that account for FEOC restrictions within the One Big Beautiful Bill Act (HR1) that may limit the availability of commercially viable options, access to critical tax incentives, and impact project development timelines.
What we do:
Regulatory impact analysis: Analyze HR1 FEOC definitions (ownership/control, material assistance, payments/IP) against Section 45X eligibility for equipment suppliers and outline practical mitigation strategies for developers to preserve access to Section 45Y/48E tax credits.
Facility screening & capacity outlook (PV and BESS): Deliver a dataset of U.S. PV and BESS production facilities, detailing facility ownership, location, supply-chain node, nameplate capacity, and COD timing; screening each production asset for potential FEOC exposure and likely outcomes (e.g., cancellation, ownership/licensing changes), culminating in a five-year FEOC-compliant capacity outlook.
Supply-risk implications: Characterize the commercial risks of potential supply interruptions for at-risk facilities and associated component suppliers, informing critical procurement and scheduling decisions.
Deliverable & timing:
A concise analysis summarizing projected capacities, risks, and timelines, delivered in 2-3 weeks.
Net result: clear, actionable intelligence so you can qualify suppliers, procure, and plan projects with confidence under evolving FEOC rules.
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