Truth To Power

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.

Episodes

February 18, 2026 9 mins

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 a staggering dependence on fossil ...

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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 Asia Pacific, 26% coming from the A...

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February 5, 2026 13 mins

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 impact of tariffs imposed by the US adm...

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January 28, 2026 7 mins

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 340GW installed in the region due in pa...

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January 21, 2026 9 mins

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 invested heavily in developing technolog...

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January 14, 2026 8 mins

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 close to 13 petawatt hours per year, an...

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January 7, 2026 7 mins

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 4.89TW globally with solar PV leadin...

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December 15, 2025 7 mins

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 project construction halted, there hav...

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December 3, 2025 7 mins

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 Portland General Electric entering th...

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November 11, 2025 7 mins

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. However, as assets age, the maintenance c...

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November 4, 2025 9 mins

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 investment in wind energy the USA, in...

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October 28, 2025 8 mins

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 on the energy yield benchmarking ind...

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October 22, 2025 15 mins

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 speakers and panelists spent a day a...

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October 7, 2025 9 mins

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 adequate grid capacity as well as limite...

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October 1, 2025 7 mins

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September 29, 2025 8 mins

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 end of asset life. Across the entir...

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September 17, 2025 8 mins

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a look at a recent revelation regarding the business activities of the US president and his family who are profiting from #windenergy while simultaneously bashing it and intentionally undermining the industry.

The Canadian Breaks wind farm was commissioned back in 2019. The original developers and owners of the project applied for production...

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September 10, 2025 8 mins

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro shares a preview of the upcoming #WindSummit event in Houston, Texas this October.

Topics will include:

* Impact of PTC loss on project repowering or refurbishment  * Asset profitability and maximizing payback  * Mitigating lightning damage  * Access to spare parts  * Managing OEM and ISP relationships  * The future of CMS technologies  * Impact o...

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September 2, 2025 7 mins

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro provide an analysis of the smoke screen the US government is running on #renewableenergy, and what the industry can do about it.

When governments behave like the US administration in choosing to behave towards the trillion-dollar renewable energy industry in the USA, it does not provide confidence to investors who expect a return on their investme...

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August 27, 2025 9 mins

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro provides an analysis of the operational impacts for renewable energy assets based on a loss of PTC driven refurbishment & repowering.

Today, some renewable energy asset owners in the USA have enjoyed re- qualifying their projects for PTCs after their first 10 years in operation. This extra PTC revenue led many owners to become highly dependent...

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