Scaling Up Renewables and Batteries

…increase incentive prices 5-25x. Natural gas is the best complement for renewables, with both between 25-50% of grid demand. What can help integrate more renewables into grids is demand-shifting, per…

Production profiles: renewables vs oil and gas?

…oil and gas go 2-3x further in the short-run. To meet the same initial demand from renewables, one must currently spend 2-3x more. Further renewables deflation of c50-70% is required…

Ramping Renewables: Portfolio Perspectives?

It is often said that Oil Majors should transition to renewables and become Energy Majors. But what is the best balance based on modern portfolio theory? Our 7-page paper answers…