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…

A new case for gas: what if renewables get overbuilt?

Overbuilding renewables may have unintended consequences, making power grids more expensive and less reliable. Hence more businesses may choose to generate their own power behind the meter, installing combined heat…