the research consultancy for energy technologies
…not work below $40/bbl oil prices (pages 12-14). Our conclusion is that policymakers should exclude high-carbon barrels from the oil market to avoid persistent, depressed oil prices, and stabilize oil…
…electric lighting? We find whale oil prices maintained a 25x premium to rock oil and outperformed other commodities as the whale oil market collapsed. As whaling declined, the prices of…
…copper prices, or very long term cotton prices. These have risen by 7-8x from 1800 levels by the present day. Note the extremely large upside volatility for cotton prices during…
…investment of $70trn is required and CO2 prices do not need to surpass $75/ton. Investing for an Energy Transition (Oct-19, 18-pages) Energy Transition Technologies: the pace of progress? (July-2020, 3-pages)…
…commodity prices, we need to fit a statistical distribution onto the commodity prices. Lognormal distributions provide a beautiful fit. Our confidence intervals for oil prices, gas prices and coal prices…
…the COVID pandemic. We see 3.5Mbpd of pent-up demand ‘upside’, acting as a floor on medium-term oil prices. $449.00 – Purchase Checkout Added to cart We have compiled a database covering the…
It is possible to decarbonize all of global energy by 2050. But $30/bbl oil prices would stall this energy transition, killing the relative economics of electric vehicles, renewables, industrial efficiency,…
…on higher oil prices. Our shale outlook is also summarized below. $899.00 – Purchase Checkout Added to cart What outlook for shale in energy transition? Shale is a technology paradigm where well…
…power generation. The model allows for some easy flexing of power prices (c/kWh), capex costs ($/kW), oil prices ($/bbl), delivered diesel costs ($/gal), O&M costs ($/kW/yr) and CO2 prices ($/ton)….
…at $45/bbl, 20% WACC at $60/bbl and 30% WACC at $90/bbl (the increasing sensitivity is a function of the PSC structure). Note these are life-of-the-project averages. If oil prices spiked…