Truth To Power

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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.

  1. 5d ago

    Truth to Power - Episode 68

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents the generation and efficiency of the global waste to energy market from the IntelStor Future of Renewables #marketresearch Report. Generation for waste to energy technology started the century at 17.7 terawatt hours per year with the Americas providing 47.4% of the total and Europe at 44.4%. The contribution from Asia Pacific has made the largest leap in the past 25 years, growing from 8.2% of the total to 73.2% of the total generation of more than 123 terawatt hours by 2025. The average capacity factor for the installed base of waste to energy technology shows that Europe holds the highest performance at 55.4% followed by the Americas at 44.9%. Despite the substantial installed capacity, Asia Pacific only achieved an average capacity factor of 31.5% while Africa & the Middle East has been disadvantaged by a lack of technical knowledge and operational experience as well as access to spare parts to improve the availability of the power generation source. From the year 2000 Europe’s waste to energy facilities decreased the average capacity factor from 59.3% to 55.4% by 2025. The Americas saw the highest drop-off from 65% to 44.9%. and is expected to decrease further by 2030. The Asia Pacific region went from an average of 36.3% in the year 2000 down to 31.5% by 2025 as they have scaled new capacity significantly. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

  2. Sep 23

    Truth to Power - Episode 67

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the installed capacity and market share of the global waste to energy market from the IntelStor Future of Renewables #marketresearch Report. The global market for waste to energy is 24.4GW as of the end of 2025 with capacity installed in 53 different countries around the world. Many countries which have cultivated a significant solid waste issue have explored this technology to help ensure the waste does not just build up or get buried. As with many other renewable energy technologies, China has shown a dominance in the waste to energy market by installing 62.9% of the total global capacity. Many countries such as India, would benefit from this technology to a greater degree, but they have yet to scale up significantly. By 2030, the Asia Pacific region should see 78.4% share with Europe reduced to less than 18% and the Americas at only 2.4%. Capacity additions for waste to energy have seen a recent spike, with more than 2 GW of global capacity added in 2025. At least 2 GW per year should be added in the Asia Pacific region plus 230 – 360 MW in Europe pear year. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

  3. Sep 16

    Truth to Power - Episode 66

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro investigates the feed in tariffs, public finance and capital efficiency of the global chemical heat & #hydrogen market from the IntelStor Future of Renewables #marketresearch Report. While there have been cutbacks since 2019, particularly in Africa & the Middle East, there is still around $600 million per year which is provided to support project developments. The funding provided in Africa & the Middle East is particularly concerning. Spread out since 2005 for a period of 13 years, the region has seen a total of US$14.2 billion on studies to investigate capacity ramp up in the region using either chemical heat or hydrogen based techniques. Overall, capital efficiency is relatively good for chemical heat and hydrogen with only $27,000 per installed megawatt being spent in the Asia Pacific region. That is comparable to the best performing renewable energy technologies when it comes to leveraging public finance. The total for Africa and the Middle East at US$244,000 / MW in public finance is somewhat deceptive. This figure only includes the capital pledged for the capacity actually installed. Since the bulk of the US$14.2 billion which has been allocated in Africa has not yet been installed, it is merely wasted expenditure at this point. This is one of the worst examples of wasted public funding allocation in the entire renewable energy sector, and something that needs to be more thoroughly investigated to ensure this has not been provided to countries with no potential for commercial exploitation of chemical heat or hydrogen technology. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

  4. Sep 9

    Truth to Power - Episode 65

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the generation and efficiency of the global chemical heat & #hydrogen market from the IntelStor Future of Renewables #marketresearch Report. In the year 2000 just 29.7 terawatt hours of chemical heat for power generation were produced, but by 2025, that increased to 160.12 terawatt hours. Europe led the market with more than 50% of the total generation back in the year 2000. By 2025 Asia Pacific took over the lead in generation with 46.5%, Europe dropped to 28.5% and the Americas improved from just under 10 % in the year 2000 to over 25% by 2025. Capacity factors indicate that Europe has had an average of 41.2%, but a wide variety of technological implementations has meant that other regions have seen performance under this level. Asia Pacific’s 37.6% reflects more recent deployment of less efficient hydrogen generation technology which then allows the hydrogen fuel to be used for power generation. This is inherently less efficient than a chemical heat process, which is largely used in Europe. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

  5. Sep 2

    Truth to Power - Episode 64

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro analyzes the installed capacity and market share of the global chemical heat & #hydrogen market from the IntelStor Future of Renewables #marketresearch Report. The global market for chemical heat and hydrogen is 72.7GW as of the end of 2025 in 57 countries. Significant deployments in the United States, Mexico and China total 72.3% of the entire global installed capacity. These countries have chosen to prioritize hydrogen storage and power generation deployments during the recent hype cycle of the technology. China’s 15.3 GW of capacity helped secure Asia Pacific’s 27.6% share, while much of Europe was previously dependent on chemical heat for power generation and has not yet deployed a significant amount of hydrogen. While there are still countries that are looking at the utilization of chemical heat for power generation, without the capacity from hydrogen this industry segment would only have approximately 20 GW installed globally. there should be between 4.7 and 6.7 GW of capacity installed annually over the next five years. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

  6. Aug 26

    Truth to Power - Episode 63

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro investigates the LCOE, feed in tariffs, public finance and capital efficiency of the global #offshorewind energy market from the IntelStor Future of Renewables #marketresearch Report. More recently, the average LCOE has gone well below US$100 / MWhr partly driven by China removing federal subsidies in 2021 and setting the technology on course for “cost parity” with coal, onshore wind and solar PV in their electricity markets. Offshore wind has the potential to achieve a LCOE that would be within 25 - 35% that of onshore wind with continued scale. Annual public investment for offshore wind has been spent almost entirely on project development, and until recently, almost exclusively in Europe. It is plausible that future developments in the Americas or Africa & Middle East regions would benefit from allocation of public finance so we would expect to see funding shift from Europe to newer countries which are at the beginning of their journey to add capacity. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

  7. Aug 19

    Truth to Power - Episode 62

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents the generation and efficiency of the global #offshorewind energy market from the IntelStor Future of Renewables #marketresearch Report. Generation of offshore wind energy has seen rapid growth in the past 15 years, as the industry increased from 100 MW installed to just under 100 GW installed. By 2030, the industry should achieve a total of 567 terawatt hours with 39% coming from Europe 33.7% coming from the Asia Pacific region and up to 27.2% from the Americas region. Average capacity factor analysis for offshore wind shows that the installed capacity in the Americas operates most efficiently with a capacity factor of just over 49%. By contrast, Europe’s average capacity factor at 26.8% indicates the impact of asset age on the degradation of performance. In the Asia Pacific region, which is dominated by China, the average capacity factor for offshore wind is just 25.5%. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

  8. Aug 12

    Truth to Power - Episode 61

    On this week's episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro digs into the installed capacity and market share of the global #offshorewind energy market from the IntelStor Future of Renewables #marketresearch Report. The global market for offshore wind is 99GW as of the end of 2025 with installation of the technology in just 19 different countries. The Asia Pacific region is dominated by China, resulting in more than 56.7 GW installed and 57.3% market share. Europe is second with a total of 41.1 GW installed for 41.6% market share. The region has planned capacity auctions in the United Kingdom Germany, the Netherlands, Denmark, France and Poland that will keep the industry segment growing. While the forecast for annual capacity additions had to be re-adjusted after the policy changes in the USA we remain confident that the world will see close to 150 GW of new capacity additions over the next five years. Europe has approximately 61 GW in their installation pipeline, while Asia Pacific is poised to almost double their current installed capacity with another 50.7 GW. The Americas had hoped to add substantially to this, but they may only manage 14 – 15 GW out of the 34.8 GW originally planned. This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/e98Z9qs3

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About

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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  • Creator
    IntelStor
  • Years Active
    2025 - 2026
  • Episodes
    70
  • Rating
    Clean
  • Copyright
    © Copyright IntelStor LLC 2025 All rights reserved.
  • Show Website
    Truth To Power