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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Episodes
Truth to Power - Episode 8 25.06.2025 8:16
On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro explores the improvement in wind energy asset profitability in the USA. In 2023, the USA had 20.3GW of #windenergy assets which were not going to break even during the lifetime of the project on the capital that was initially invested. In 2024, that dropped dramatically to 14.36GW of projects that are still below the pro...
Truth to Power - Episode 7 17.06.2025 11:46
On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro dives into the changes to the production tax credits and manufacturing tax credits in the proposed tax and budget bill in the USA. Since the inception of the renewable energy production tax credit back in the 1990’s the US government has provided more than $150 billion to energy producers in the form of a subsidy that ad...
Truth to Power - Episode 6 11.06.2025 9:41
On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro examines the potential for #offshorewind in Canada after the recent election which reaffirmed Mark Carney as the Prime Minister. His vision to invest in infrastructure and have Canada become and "energy superpower" has every potential of succeeding given the outright hostility from the United States towards energy techno...
Truth to Power - Episode 5 04.06.2025 7:02
On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro takes a deep dive into the money being jeopardized by the pending tax and budget legislation, and the lack of government accountability from #renewableenergy industry trade groups and lobbyists. Since the Inflation Reduction Act was passed, a total of $52.78 billion was committed to 181 different renewable energy equipme...
Truth to Power - Episode 4 28.05.2025 7:40
On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro deconstructs the patent infringement litigation between 3S Lift and Cooper New Energy on climb assist systems. This new litigation may end up costing Cooper millions in product sales, simply because they did not undertake an IP Risk Certification as part of their go to market launch strategy in the USA. To date, there ha...
Truth to Power - Episode 3 21.05.2025 8:09
On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro looks at the recent meetings of Brazilian President Lula da Silva in China, and the announcements made by Yunda Wind Power, CGN and Envision Energy to invest in the Brazilian market. More than $1.5 billion was committed to Brazil for renewable energy project development, research & development facilities as well as t...
Truth to Power - Episode 2 14.05.2025 7:43
On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro is diving into the Australian election and the impact it will have on the onshore and #offshorewind market. We're also re-affirming IntelStor’s #marketresearch forecast for the wind energy sector in Australia with a total of 115.8 GW projected by 2035. We've made certain assumptions on hydrogen demand as well as permitti...
Truth To Power - Episode 1 07.05.2025 8:03
On this week’s premier episode, we’re diving into IntelStor’s latest market research note on the impact of the US administration’s hostility towards the US offshore wind sector.
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