Independent Energy & Power Systems Research
The definitive source on the
energy system being rebuilt.
Bottom-up models of batteries, solar, grids and the new power demand from AI — built from factory capacity, interconnection queues and verified standards, not press releases. Published from wattanalysis.com.
Capacity figures: National Energy Administration end-2025 release, as compiled in our Data pillar. Models and standards are verified against primary sources.
Models & Research
Every model connects upstream capacity to downstream deployment — so revenue, pricing pressure and bottlenecks can be read directly off production, queues and build rates. This is the launch lineup: each model opens to subscribers as its first data drop ships.
From the Archives
Free notes build the audience. The models, datasets and certification roadmaps behind them are the product.
How the shift to larger-format LFP cells is resetting system $/kWh, which vendors are actually shipping volume, and what it does to integrator margins in North America.
Interconnection queues, transformer lead times and behind-the-meter gas: the constraints that decide where the next gigawatt of AI capacity can actually land.
Utilisation by stage, the consolidation path for wafer and cell capacity, and the tariff structures that now set the real floor price in the US and EU.
A field guide drawn from our verified standards matrix: the version errors, test-lab queues and AHJ interpretations that most often delay storage projects.
Tools & Indexes
Public indexes are the front door. Full history, project-level data and API access sit inside the institutional tier.
INDEX / STORAGE
Turnkey AC-block pricing for utility storage in China, the US and Europe, split by duration and chemistry.
INDEX / SOLAR
Spot and contract pricing from polysilicon through finished module, with tariff-adjusted landed prices.
TRACKER / GRID
Queued generation and storage by region, fuel, developer and expected online date — cleaned and deduplicated.
TOOL / ECONOMICS
Levelised cost for solar-plus-storage and standalone storage with your own capex, degradation and dispatch assumptions.
Subscribe
The newsletter is the funnel, not the business. Revenue lives in Pro access, models and institutional research — the tiers below are the launch structure.
Newsletter
For operators, investors and engineers who want the week in energy, clearly explained.
WattAnalysis Pro ★ Most popular
For professionals making build, buy and market-entry decisions — the Doomberg-tier price for a narrow, deep vertical.
Core Research — Institutional
For funds, EPCs, developers and manufacturers who need the data inside their own systems.
Pro Plus — $1,200/year — adds direct analyst access and a monthly Q&A for teams who want the channel, not just the documents. Institutional pricing is intentionally not listed: every house in this category (SemiAnalysis included) sells Core Research through sales, with team discounts from 4–5 seats. Payment rails open with launch — join the free list now and founding pricing will be honoured first.
About
SemiAnalysis proved that one industry, modelled properly, can support a serious independent research house. Energy is larger, more fragmented and worse served: capacity data lives in Chinese statistical releases, certification rules are scattered across three continents, and AI has turned power into the binding constraint on the world’s most valuable build-out. WattAnalysis is the same playbook — bottom-up models, verified primary sources, institutional-grade delivery — applied to the watt.
COVERAGE
Storage, solar, wind, hydro, nuclear, thermal, transmission and end-use — one taxonomy across news, standards and data.
STANDARDS
China / North America / Europe–International, layer by layer, each entry checked against the official standard text.
EVENTS
EP Shanghai, EESA and ESIE on the China circuit; RE+ and CERAWeek for North America — the shows where our segments announce capacity, prices and partnerships.