California’s battery storage market is evolving fast. With over 12.5GW online and 25GW in the pipeline, CAISO is a global benchmark – but rising saturation, tighter margins, and shifting policy ...

The NASDAQ and S&P500 pumped higher yesterday as trade war détente and a lower-than-expected US CPI print fuelled optimism. The S&P500 is now in the black year-to-date and the NASDAQ is in bull market ...

We expect Banxico to cut the policy rate 50bp for the third consecutive time at the May 15 meeting. Bloomberg surveyed 30 analysts, including ourselves, who are unanimous ...

Equity markets soared, as did bond yields and the US dollar, while gold and Bitcoin dropped following the US and China taking down their tariffs by 115 percentage points to 30% for the US (on top of ...

Since US President Trump’s Rose Garden tariff address on April 2, the USD has been behaving as a risky asset.

CAISO’s battery market is shifting. We have analyzed how performance, policy, and discipline are shaping the future of energy storage in California.

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“May you live in interesting times” is a phrase sometimes erroneously attributed as an ancient Chinese curse. The general idea being that “interesting” times are more likely to be tumultuous and hard, ...

RaboResearch’s assessment of the price implications of the USDA’s May 2025 WASDE. This is an exclusive article Log in or sign up to request access ...

The FDA is fast-tracking food reform under the MAHA agenda - targeting dyes, sugar, and labels. This shift aligns with consumer trends and opens market opportunities. While the Trump administration's ...

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