IntelStor
Truth To Power
Truth to Power is a weekly editorial from IntelStor Founder & CEO, Philip Totaro. It examines data driven insights for the energy sector, with a focus on renewables.
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IntelStor
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A podcast weboldala
Legutóbbi epizód
2026. okt. 7.
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Epizódok
Truth to Power - Episode 44 15.04.2026 6:22
On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents the generation and efficiency of #renewableenergy within the Asia Pacific region from the IntelStor Future of Renewables #marketresearch Report. China’s significant investment in onshore wind dating back to 2005 and solar from 2010 onwards helped take hydropower down from more than 91% of overall generat...
Truth to Power - Episode 43 08.04.2026 10:08
On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents the installed capacity and market share of #renewableenergy within the Asia Pacific region from the IntelStor Future of Renewables #marketresearch Report. Asia Pacific started 2000 with 23.2% renewable capacity additions, which puts the region ahead of Africa, on par with the Americas and behind Europe....
Truth to Power - Episode Special 06.04.2026 8:50
On this special episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents the highlights of the new global #windenergy forecast. The global market for onshore wind energy is 1.2 TW as of the end of 2025, with capacity installed in over 149 countries. Onshore wind energy may still be behind hydropower in installed capacity as of the end of 2025, but by the end of 2026, it wi...
Truth to Power - Episode 42 01.04.2026 7:38
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro looks at the feed in tariffs, public finance & capital efficiency of #renewableenergy within the Americas region from the IntelStor Future of Renewables #marketresearch Report. Much like the most of the rest of the world, hydropower has dominated the amount of public finance that has been provided to renewabl...
Truth to Power - Episode 41 25.03.2026 7:50
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the generation and efficiency of #renewableenergy within the Americas region from the IntelStor Future of Renewables #marketresearch Report. 2025 ended with over 2.8 petawatt hours of renewable energy generation in the Americas region. While hydropower was 92.3% of the market share in 2000, it comprise...
Truth to Power - Episode 40 18.03.2026 9:22
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the capacity additions and market share of #renewableenergy within the Americas region from the IntelStor Future of Renewables #marketresearch Report. While the region is still majority dependent on fossil fuels, 2025 ended with renewables at ~47% with non- renewable sources at 53% in terms of capacity...
Truth to Power - Episode 39 11.03.2026 8:08
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro dives into the feed in tariffs finance and capital efficiency of #renewableenergy within the Africa & Middle East region from the IntelStor Future of Renewables #marketresearch Report. Many countries are simply not sophisticated enough to have a market in which FiTs could be offered or are necessary to offe...
Truth to Power - Episode 38 04.03.2026 11:16
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro examines the #windenergy projects in the USA which would benefit from a new power offtake agreement with data centers. On this week’s episode I’ll take a look at the wind energy projects in the USA which would benefit from a new power offtake agreement with data centers. They are spread across 231 project sites...
Truth to Power - Episode 37 25.02.2026 6:05
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro looks at generation and operational efficiency of #renewableenergy within the Africa & the Middle East region from the IntelStor Future of Renewables #marketresearch Report. As of 2025, hydropower dropped to 62.4% market share with solar PV gaining momentum to 22.6% wind at 7.9% and geothermal at 3.3%. Solar...
Truth to Power - Episode 36 18.02.2026 9:02
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a deep dive from the IntelStor Future of Renewables #marketresearch Report to look at #renewableenergy within each global region, starting with Africa & the Middle East. The Africa & Middle Eastern region represent the largest opportunity and need for renewable energy deployment in order to offset...
Truth to Power - Episode 35 14.02.2026 10:19
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro continues analysis from the IntelStor Future of Renewables #marketresearch Report to look at generation and efficiency, as well as finance data for all global regions. The world has generated a collective 10.795 petawatt hours of renewable energy as of the end of 2025 with 52.24% of global generation coming from...
Truth to Power - Episode 34 05.02.2026 13:22
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro dissect the costs to the US offshore wind sector from the stop work orders as well as the tariffs which have been enacted. The financial impact of the US administration’s stop work orders on the construction of the five offshore wind farms in the USA have totaled more than $515 million. On top of this, the impa...
Truth to Power - Episode 33 28.01.2026 7:42
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro returns to to the IntelStor Future of Renewables Report to get more analysis on the regional breakdown of the capacity, generation & finance data. Solar PV leads the world in capacity installed, thanks to China’s 991 GW capacity bolstering the Asia Pacific region. Without China, solar PV still has over 340G...
Truth to Power - Episode 32 21.01.2026 9:04
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro discusses how the commercial implementation of new solar technology will unlock a repowering and efficiency revolution that could double the amount of solar used on the grid. Efficiency improvements in solar cells are being introduced all the time by various research entities and industry companies who have inves...
Truth to Power - Episode 31 14.01.2026 8:30
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro continues a look into the future of the renewable energy market globally, looking at our power generation forecasts and the impact of public finance on renewable energy adoption rates. All renewable energy sources combined generate over 10.7 petawatt hours of power as of the end of 2025. By 2030 that will be clos...
Truth to Power - Episode 30 07.01.2026 7:56
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro kicks off a new series with a deep dive into the future of the renewable energy market globally, with the launch of our latest global market forecast. The most important outcome is that renewable energy is now 50% of the power generation mix. Capacity additions across all renewable energy technologies now total 4...
Truth to Power - Episode 29 15.12.2025 7:50
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro digs into the ruling made yesterday by US Federal District Court Judge Patti Saris regarding the president’s executive order halting wind and solar permitting in the USA, and the impact on the US #offshorewind market. Since January when the executive order was issued and since April when Empire Wind saw their pro...
Truth to Power - Episode 28 04.12.2025 7:42
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro discusses the pending changes to the day-ahead market in California & Western US, and the impact that will have on renewable energy curtailments as well as capacity additions. As we approach 2026, the CAISO led initiative to establish what they call the Extended Day-Ahead Market (EDAM) has PacifiCorp and Po...
Truth to Power - Episode 27 11.11.2025 7:54
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro concludes the analysis IntelStor has completed on #windenergy asset profitability & the prospects for the O&M market in the USA. The average cost of maintenance for wind energy assets in the USA is $6.44 / MWhr produced. It’s pretty clear that as assets age they become more expensive to maintain. Howeve...
Truth to Power - Episode 26 04.11.2025 9:28
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro continues a deep dive on some of the analysis IntelStor has completed on #windenergy asset profitability & the prospects for the O&M market in the USA. A total of $63 billion has been doled out to wind energy IPPs since 1992. That investment by the US government has unlocked more than $750 billion in in...
Truth to Power - Episode 25 28.10.2025 8:39
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents an update on some of the analysis IntelStor has completed on #windenergy asset profitability & the prospects for the O&M market in the USA. A high power purchase agreement (PPA) price and a high net capacity factor (NCF) typically leads to high profitability. High NCF definitely has an impact o...
Truth to Power - Episode 24 23.10.2025 15:41
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro recaps the #WindSummit event in Houston, Texas last week and give an overview of the panel discussions and presentations on all the hottest O&M topics impacting the USA. It was a fantastic turnout for the first Wind Summit in the USA. There were more than 80 participants from 45 different companies. Over 30 s...
Truth to Power - Episode 23 07.10.2025 9:30
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a look at the anti-wind disinformation headlines in the United Kingdom and Spain. The UK saw wind energy curtailment payments of £1.3 million on a single day last week. Wind energy gets blamed for these payments despite the fact that wind energy is operating efficiently and the real problem is lack of adequ...
Truth to Power - Episode 22 01.10.2025 7:22
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro showcases the latest operations and maintenance cost forecast, and how OEMs, ISPs and asset operators can determine how much they can expect to spend on component repairs. In 2025, the #windenergy industry is poised to spend more than $2.92 billion on wind turbine repairs in the USA. Blades contribute the most...
Truth to Power - Episode 21 29.09.2025 8:18
On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a deep dive into the profitability of #windenergy assets in the USA on the back of the updated annual release of production data from the independent power producers via the EIA. The US wind energy market is now seeing an average of more than $1.13 million per installed MW of net profit through the planned...
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