150 core companies have been mentioned 700 times across all of our research since 2019; within a broader list of 1,300 total companies exposed to energy transition, diversified by geography, by size and by segment. This 12-page note draws conclusions about the most mentioned companies in our energy transition research.
We have started building a new database covering 1,300 companies exposed to energy transition, that have been mentioned 2,000 times, across all of TSE’s research, going back to 2019. It is a resource where decision-makers can quickly navigate to all of TSE’s thematic energy transition research that has directly mentioned a particular company. The methodology for constructing the database is explained on pages 2-4.
It is interesting to look at the sizes, geographies and sectoral focuses of the companies coming up in our research, and whether they are private, public large-caps, mid-caps or small-caps. The wide distribution shows that we are not trying to cover any particular geography or company type. If we write about a specific theme, we simply highlight the most relevant companies, whoever they happen to be. See pages 5-6.
It is even more interesting to index how many times different companies are directly discussed in our research. This may be because they are exposed to verticals that are seeing major changes in their terms of trade, as part of the energy transition, or verticals that we find particularly exciting for debottlenecking the energy transition. See pages 7-8.
Across our 2023 research, 50 companies have been discussed particularly often — across clean-tech, materials, capital goods, energy, mining, semiconductors and conglomerates. The note ends by highlighting the top 10 most discussed companies in our research from 2023, plus 5-25 line summaries of the findings in our underlying research. See pages 9-13.
Please note, this report is a summary of all of the work we have ever done historically at TSE, across 1,250 notes, data-files and models. Hence it is only available to TSE subscription clients. If you are not a TSE subscription client and you purchase this report, then we will set you up with a 1-year TSE written subscription.