Renewables & Storage
Utility-scale solar, onshore and offshore wind, grid-scale storage, PPA economics.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
Industry coverageAny market in this vertical can be commissioned
Energy & Power.
The grid-and-generation transition is the largest capital allocation of the decade. Our studies cover wind, solar, storage, transmission, nuclear, hydrogen, upstream oil & gas, and the utility operators moving between them.
Our view
Thesis on Energy & Power.
The grid-and-generation transition is the largest capital allocation of the decade. Our studies cover wind, solar, storage, transmission, nuclear, hydrogen, upstream oil & gas, and the utility operators moving between them.
Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research
Sub-sectors of Energy & Power.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Transmission & Grid
Interactive · live
A working energy & power dashboard.
Every commissioned energy & power study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
Interactive dashboard · live
Power equipment + grid · specimen
Overview
2025 size · 2026–2036 forecast · committee-signed
$1.31T
2019$1.35T
2020$1.39T
2021$1.44T
2022$1.48T
2023$1.53T
2024$1.58T
2025$2.04T forecast
2030$2.78T forecast
2036Revenue trajectory (historical 2020 – Q1 2026 · forecast 2026–2036)
Strategic themes · this quarter
What is moving in Energy & Power.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
Interconnection queue backlog
Multi-year delays on renewable interconnection; storage-as-transmission and transmission-reform workarounds.
AI-driven load growth
Data-centre power demand breaking utility load forecasts; grid-capacity race.
Nuclear SMR commercial timeline
First-of-a-kind deployment economics, utility uptake, and Chinese-Russian SMR positioning.
Who uses this research
Role-tested in Energy & Power.
The four teams that most commonly commission energy & power research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Corporate Development · Utilities
Generation-asset, grid-infrastructure, and retail-energy acquisition diligence.
Infrastructure PE
Commission research
A energy & powermarket we haven’t yet covered?
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Adjacent coverage
Related verticals.
Intel Watchlist · from $89/mo
Track energy & power continuously — never miss a deal, exec move, or filing.
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on energy & power. Email + Slack delivery. Cancel any time.