Battery Storage

In this Research Note, we examine Stem’s energy storage and solar business and assess their revised strategic direction towards a software-centric model. This article is based on Stem’s Q4 2024 results, published on 4th March 2025, Q3 2024 results, published on 30th October 2024, and their latest 10K report. Stem Profile Founded in 2009, Stem […]

In this Research Note, we examine UrbanChain, a Manchester, UK-based startup recently named the 3rd fastest-growing UK technology company by Deloitte. The company is positioned as a provider of peer-to-peer energy services, enabling the rollout of renewable energy in commercial and industrial facilities to happen much faster.  We review the company’s growth, external funding, and […]

The evolution of battery storage in commercial buildings represents one of the most significant shifts in building energy management of the past decade. Once viewed simply as backup power systems, today’s battery energy storage systems (BESS) are sophisticated assets that enable buildings to participate actively in energy markets while enhancing resilience and sustainability. Our new […]

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, […]