Battery Storage

Electric Vehicle (EV) adoption is occurring at a much faster rate than previously anticipated, according to December 2023 research by Jung et al, who estimate battery EV fleet sizes are doubling approximately every 15 months. This growth trajectory means that the majority of passenger vehicles in developed markets could be electric by 2031, demanding rapid […]

The commercial real estate sector is undergoing a fundamental transformation in how buildings interact with and manage energy resources. Grid-Interactive Buildings are emerging as a critical solution for property owners facing mounting pressures from rising energy costs, stringent regulatory requirements, and ambitious carbon reduction targets. Our new research identifies a robust ecosystem of 130 companies […]

This Research Note examines Equans, a €18.8 billion business unit of Bouyges group, which offers a wide range of multi-technical services that contribute to increasing the overall performance of buildings. We review the Bouyges acquisition details, the services portfolio, and the geographic footprint of the business before highlighting recent Digital activities, partnerships, and investments in […]

This Research Note explores SolarEdge Technologies, a NASDAQ-listed firm headquartered in Israel with $3 billion in revenues, providing intelligent inverters for photovoltaic systems, primarily in the smart home sector. We examine recent acquisitions, funding, and product launches that augment the company’s software and product portfolio addressing real estate owners and operators in the commercial, industrial, […]

In this Research Note, we examine Stem, the first pure-play smart energy storage company to go public in the US. This article is based on their 2022 annual results, 10K Report, investor presentations and previous analysis. Founded in 2009, Stem is an energy storage company that offers commercial and industrial (C&I) customers a complete solution […]

Like most of the projects Elon Musk is involved in, the plans laid out for the Tesla Gigafactory are on another scale to other net zero buildings and the project has rewritten the rules on how to design, build, and operate a facility. Covering a footprint of approximately 5.4 million square feet, for comparison that […]

In this Research Note, we examine Nostromo, the Israeli public company developing Behind-the-Meter thermal energy storage solutions for commercial buildings. Founded in 2017, Nostromo Energy is a developer of sustainable energy storage and energy demand management solutions for commercial buildings that use chiller-based air conditioning. The system is based on proprietary IceBrick encapsulated ice cells […]

If our buildings were 100% powered by renewable energy then there would be no reason for energy efficiency, BUT achieving 100% renewable energy-powered buildings will be easier if those buildings are energy efficient. These are the two sides of the sustainability discussion around building operations but, more often than not, energy efficiency takes center stage […]