LED lighting: leading companies in LEDs?
…example, Philips Lighting was IPO’ed as Signify in 2016 and remains the largest integrated LED lighting company in the world. Industry leaders in LED lighting include listed companies in the…
LEDs: seeing the light?
…lighting. Costs, payback periods and IRRs are stress tested on pages 11-12. Light infantry: leading companies? 20 leading LED and lighting companies derive $40bn of cumulative revenues from across the…
Electromagnetic energy: Planck, Shockley-Queisser, power beaming?
…reason for preferring LED lighting as a more efficient alternative. LEDs can reach 60-90% efficiency. Planck’s Law and Solar Efficiency? Planck’s Law also matters for the maximum efficiency of a…
Vertical greenhouses: the economics?
…$7.5/kg produce pricing. However the CO2 intensity will depend heavily upon the CO2 intensity of the underlying grid, as our numbers assume 1,000kWh/m2/year of LED light is required. LED-lighting vertical…
Solar energy: is 50% efficiency now attainable?
…light strikes the cell. Concentrating solar light is also desirable as a way to lower costs, as multi-junction solar cells are expensive to produce. Concentrating the light from 1 square…
Long-Term LNG Demand: technology-led?
This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…
Perovskites: Lord of Light?
…cathode and a fluorided tin oxide anode. A 400nm film of this material can absorb almost all photons in visible light. (3) Costs should in principle be lower than today’s…
LEDs: seeing the light?
Lighting is 2% of global energy, 6% of electricity, 25% of buildings’ energy. LEDs are 2-20x more efficient than alternatives. Hence this 16-page report is our outlook for LEDs in…
Shale: restoring downstream balance? New opportunities in ethylene and diesel.
We have all heard the criticism that shale oil is “too light”, so its ascent will create a surplus of natural gas liquids and a shortage of heavier distillates. Less…
Electric vehicles: chargers of the light brigade?
This 14-page note compares the economics of EV charging stations with conventional fuel retail stations. They are fundamentally different. Our main question is whether EV chargers will ultimately get over-built,…