Truth to Power - Episode 54

Truth to Power - Episode 54

On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro dives into the LCOE, feed in tariffs, public finance and capital efficiency of the global #hydropower market from the IntelStor Future of Renewables #marketresearch Report. While hydropower has tickled being competitive with petroleum and natural gas more recently, it should be clear that the trend on cost of energy is gently increasing over time from below US$50 / MWhr in the year 2000 to more than US$57.00 / MWhr in the most recently reported period. Over time, the volume of subsidies paid to power offtakers for hydropower generation has diminished as a significant amount of public funding is shifting towards other renewable energy technologies including solid biofuels, onshore wind and offshore wind. With a total of US$170 billion for hydropower since the year 2000, the industry has seen some of the best …support for both project development as well as refurbishment and repowering over the years. Brazil has famously received more than US$39 billion for hydropower development in the past 25 years alone. While Africa & the Middle East has the highest performance when measured by capacity factor and other measures of efficiency, their capital efficiency is the lowest at US$988,000 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

Truth to Power - Episode 53

On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents the generation and efficiency of the global #hydropower market from the IntelStor Future of Renewables #marketresearch Report. Hydropower has made the largest contribution to overall renewable energy power generation over the years due to the efficiency with which the technology operates. Having started the year 2000 with an average around 2.47 petawatt hours they have seen almost 100% growth rate in the past 25 years to 4.81 petawatt hours at the end of 2025. The Africa & Middle East region actually leads the world in hydropower facility average capacity factors at 42.4% average. They have achieved this by leveraging technology that is more modern than many of the installations in Europe or the Americas. The Americas had an average capacity factor for all hydropower installations of 45 – 46% in the early part of the century. Over time that has diminished by only a few percentage points by 2025, but there was a noticeable dip between 2012 and 2022 that reflected some teething issues with new facilities in Central and South America. 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

Truth to Power - Episode 52

On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the installed capacity and market share of the global #hydropower market from the IntelStor Future of Renewables #marketresearch Report. The global market for hydropower is 1.29 TW as of the end of 2025 with deployment in 161 countries worldwide. China leads the world in hydropower technology with 386.2 GW. Almost every country in the world has at least one hydropower facility installed except for those in water starved regions of North Africa & the Middle East. Annual capacity additions are now between 10 – 16.5 GW annually as hydropower has peaked globally. Asia Pacific still leads the world in new capacity installed with 77.4% of new capacity additions planned in the next five years. The Americas will see just under 11% of the new capacity additions moving forward with Europe at 6.2% as well as Africa & the Middle East at 5.5%. The global hydropower industry will end 2030 with more than 1,360 GW installed. 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

Truth to Power - Episode 51

On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro looks at the LCOE, feed in tariffs, public finance and capital efficiency of the global #solar market from the IntelStor Future of Renewables #marketresearch Report. Over the past 15 years, cost of energy reduced from over US$400.00 / MWhr to under US$50.00 / MWhr. While cost competitiveness with the global average for coal still remains elusive, the anticipated future performance improvements from perovskite based cell technology which will allow solar PV to match the cost of energy performance of onshore wind and achieve un-subsidized parity with the global price of coal based power. Out of US$396.6 billion of public funding spent on renewable energy technologies since the year 2000, the total investment of solar PV has been just US$13.6 billion. Also, out of a total annual spend on renewable energy between US$16.2 – 34.8 billion, solar PV only sees US$478 million up to just over US$1.1 billion back in 2018. 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

Truth to Power - Episode 50

On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro [https://www.linkedin.com/showcase/107851914/admin/page-posts/published/] presents the generation and efficiency of the global #solar market from the IntelStor Future of Renewables #marketresearch Report.   Generation for solar PV was anemic 25 years ago compared to the 2.25 petawatt hours the industry produced by the end of 2025. By 2030, the world will have more than 3 petawatt hours of solar PV generation from the more than 3 terawatts installed.   Capacity factors in the Americas for solar PV lead the world with an average across the region of15.3%. Africa & Middle East is close behind at 14.2% with the Asia Pacific region a disappointing 11.5% despite such a significant installed capacity.   Europe’s poor performance should not necessarily be that surprising at just 8.6% average capacity factor given that the majority of the solar PV capacity is installed in latitudes which have less irradiance compared to the rest of the world.   While the industry continues further development along the path of non- perovskite technologies, the industry-focused research and development of perovskite-based technologies shows the most promise to dramatically improve efficiency when panels are repowered on existing project sites.   This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor [https://www.linkedin.com/showcase/107851914/admin/page-posts/published/] Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3