· Insights
Notes from the trade desk.
Short, sourced reads on biomass, solar, storage and the regulation that shapes them.
Why wood pellets keep winning the European heating season
Demand is set to pass USD 13.3 billion in 2026, and the economics make it structural, not seasonal.
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EUDR now applies from the end of 2026. Here is what wood buyers need
Application starts 30 December 2026. The core obligation, geolocation and a due diligence statement, stays intact.
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The era of ultra-cheap solar modules is ending
Chinese VAT rebates are gone and delivered prices are climbing. Plan volumes early and diversify sourcing.
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Europe's battery fleet grew 45% in a year, and it needs to do it again
The EU installed a record 27.1 GWh in 2025, up 45%, and still needs roughly 750 GWh by 2030.
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As UK industrial demand cools, Baltic biomass shifts toward heat
As UK industrial demand softens, Baltic suppliers are following the heat across the EU.
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