Lux Research products

The solar industry has demonstrated tremendous volatility over the past few years, with individual steps of the value chain and specific companies expanding (and contracting) violently. Although showing tremendous growth, the shifting landscape makes it difficult to uncover promising opportunities and hidden risks among emerging technologies and rapidly evolving markets. While solar adoption won’t meet outsized expectations in the near-term, solar will wildly beat them long-term – but often in unexpected ways.

Because of the short supply, rising costs, and global warming associated with conventional fuels, oil and gas companies, utilities, governments, and other players across the energy, agriculture, automotive, and aerospace industries are investing in new fuel sources that promise economic and environmental benefits. Using feedstocks that span petroleum, natural gas, coal, biomass and waste, they are developing technologies to cultivate, extract, process, and use chemically-stored energy in forms as varied as CNG, biodiesel, pellets, and dimethyl ether.