Global New Energy Technologies Outlook 2025

Mapping the Future of the Energy Transition

The energy transition continues to accelerate. Solar, wind, battery storage, grid infrastructure, and biofuels are growing rapidly, supported by declining technology costs, regulatory tailwinds, and an expanding base of institutional and corporate investors. But while these sectors are maturing, they are also navigating an evolving set of geopolitical, market, and policy challenges.

In Global New Energy Technologies Outlook 2025, FFI Solutions Senior Energy Transition Analyst Drew Haluska provides a comprehensive, data-rich perspective on the current state and near-term trajectory of key new energy technologies. This whitepaper offers a detailed look at how capital is being allocated, what technologies are gaining traction, and which risks investors must consider in 2025 and beyond.

Key Takeaways

Massive Growth Across Technologies: Over 500 GW of new solar, 130 GW of wind, and 50 GW of battery storage capacity are expected in 2025, along with $400+ billion in grid infrastructure investments and more than 800 million BOEs of biofuels production.
China Leads in Scale and Manufacturing: With more than 80% of global solar panel production and dominance in battery and biofuel technology, China is central to the global clean energy supply chain.
Technology Costs Continue to Fall: U.S. solar module prices dropped to $0.29/W in late 2024, with similar cost declines across wind and storage, improving competitiveness versus fossil fuels.
Investment Momentum and Innovation: From corporate power purchase agreements (PPAs) by Amazon, Microsoft, and IKEA to breakthroughs in tandem solar cells and vanadium redox flow batteries, innovation is reshaping infrastructure, cost structures, and deployment speed.
Risks and Constraints Are Real: Grid congestion, trade policy uncertainty, supply chain vulnerabilities, and permitting bottlenecks continue to threaten project viability, especially in the U.S. and EU.

What’s Inside

Market Outlooks by Technology: In-depth regional and global assessments of solar, wind, battery storage, grid modernization, and biofuels sectors—including investment trends, cost dynamics, and technology innovations.
Detailed Sector Risk Analysis: Critical insights into regulatory challenges, supply limitations, and competitive dynamics shaping future deployment.
Corporate and Investor Activity: A look at how institutions and corporations are driving growth through project finance, procurement, and partnerships.
Emerging Technologies to Watch:
- Solar: High-efficiency tandem cells and solar tracker integration.
- Storage: Sodium-ion and vanadium redox flow batteries.
- Grid: HVDC lines, modular substations, and grid-forming inverters.
- Biofuels: Growth of SAF and RNG driven by evolving policies and mandates.

Why FFI Solutions

FFI is uniquely positioned to help clients efficiently navigate the complexities of Net Zero. Our team brings together the hands-on experience in investing, carbon, climate change and consulting necessary to view challenges through multiple lenses and propose solutions that are both ambitious and pragmatic.

Hands-on Investment + Experience

Experience as institutional allocators, fund managers, and researchers gives us real-world understanding of CIO and PM responsibilities.

Core Carbon Expertise

Over the last 9 years, we have expanded our expertise in carbon and energy transition research.

Proven Consulting Process

A proven, results-driven processes customized to an investor’s unique needs.