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…

Scaling Up Renewables and Batteries

This model aims to calculate the average costs and the incentive prices required to scale up renewables in a typical developed world grid, from 25% to 40%, then to 50%,…

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…

Battery Storage Costs: the economics?

This model shows the full-cycle cost of storing a kWh of electricity, across ten different technologies that have been proposed to backstop renewables. The model allows you to flex input…

Portfolio Construction for Energy Majors?

This data-model calculates risk-adjusted returns available for different portfolio weightings in the energy sector, as companies diversify across upstream, downstream, chemicals, corporate, renewables and CCS investments. The methodology is a…