the research consultancy for energy technologies
…prices, Manganese Oxide prices, Methanol prices, NaCN prices, Nickel prices, Nitric Acid prices, Paint prices, Palladium prices, PET prices, Phosphoric Acid prices, Platinum prices, Polyethylene prices, Polysilicon prices, Polyurethane prices,…
This data-file aggregates long-term historical commodity prices back to 1800, predominantly in the US, using academic records and census data. Historical commodity prices generally fell 30-70% in the 19th and…
…for the title chart shown above. This statistical distribution is intuitive, as prices are effectively uncapped to the upside during commodity shocks, but they are effectively capped to the downside,…
…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…
What happens to commodity prices during conflicts? This 10-page note charts how fourteen commodities were affected, across a dozen conflicts, going back to 1800. During major conflicts, 95% of commodities…
The commodity intensity of global GDP has fallen at -1.2% over the past half-century, as incremental GDP is more services-oriented. So is this effect adequately reflected in our commodity outlooks?…
…oil shock. (2) Supply-side paradox? A major reason to fear recession in 2022-24 is persistently high commodity prices. New investment is ultimately needed to normalize commodity prices in the late…
…prices from the World Bank pink sheets. We then translated these nominal prices into real terms using the US CPI. Next, we downloaded a list of recession dates from the…
…you can input gas prices, coal prices, CO2 prices and efficiency factors. It contains historical data on the CO2 abatement costs of coal-to-gas switching in the US, Europe and Asia….
…understandable, and comparable basis. This also avoids the risk of different models embedding potentially different cost escalation factors, impairing their comparability. But what about inflation? Yes commodity prices change over…