the research consultancy for energy technologies
…is demand shifting and who benefits? Demand-shifting is one of the most exciting opportunities for companies in the energy transition. Specifically, the idea is that renewables are going to get…
…shifting might involve turning an electrical load off when renewables are not generating, and turning it back on when renewables are generating. Or as a less extreme example, demand shifting…
…opportunity to improve margins of data-centers by demand shifting is covered in our recent research note here. Demand shifting at data-centers and other digital facilities could ultimately permit another 1-2%…
…efficiency losses are quantified for batteries and for hydrogen on pages 9-11. Demand shifting is a vastly superior solution. Pages 12-17 outline half-a-dozen demand-shifting opportunities that have been profiled in…
…route to fit more wind and solar into power grids. We are upgrading our renewables ceilings from 40% to 50%. This 22-page note outlines the growing opportunity in demand shifting….
…of share continues shifting from fuel oil (<10%) to diesel (>30%). Long term oil demand by product is shifting away from gasoline towards clean diesel, jet fuel and materials How…
…by 5-15% in increasingly renewables-heavy grids. This 14-page note ranges over 10,000 demand shifting opportunities, to identify five industries and fifteen mid-large cap companies that can benefit most. $899.00 – Purchase Checkout…
…lower load factors and resultant traffic congestion. $599.00 – Purchase Checkout Added to cart Upgrades to our granular 2020-2050 oil demand models, including headline numbers, are outlined on pages 2-3. Travel demand…
This data-file breaks down global oil demand, country-by-country, product-by-product, month-by-month, across 2017-2023. Global oil demand again hit new highs in 2023, driven by emerging world growth, especially across gasoline, jet…
…emerging world demand doubles from 300MTpa to 700MTpa (charts below). Global plastic demand CAGR? Our numbers are not aggressive and include a continued deceleration in the total global demand CAGR,…