Will renewable growth slow down from 2020?

The growth of renewables has been revolutionary, with wind and solar costs emerging towards the bottom of the global cost curve, scaling up at a pace of 300TWH pa. However, we find unsettling evidence that the market could slow down in the 2020s, as curtailment accelerates in heartland markets such as California, Germany and the UK. The rationale, and all the underlying data, are included in this Excel file.