the research consultancy for energy technologies
…efficiency losses are quantified for batteries and for hydrogen on pages 9-11. Demand shifting is a vastly superior solution. Pages 12-17 outline half-a-dozen demand-shifting opportunities that have been profiled in…
…is demand shifting and who benefits? Demand-shifting is one of the most exciting opportunities for companies in the energy transition. Specifically, the idea is that renewables are going to get…
…industrial that can literally start printing money first, simply using smart logic and power electronics, but without having to make any major new capital investments. What is demand shifting? Demand…
…opportunity to improve margins of data-centers by demand shifting is covered in our recent research note here. Demand shifting at data-centers and other digital facilities could ultimately permit another 1-2%…
…is linked here. Please download the data-file to stress test your own long-run oil demand forecasts, and evaluate oil demand by category, oil demand by region and oil demand by…
…by 5-15% in increasingly renewables-heavy grids. This 14-page note ranges over 10,000 demand shifting opportunities, to identify five industries and fifteen mid-large cap companies that can benefit most. $899.00 – Purchase Checkout…
…it when solar is not generating. Our model has the total demand curve shifted by +/- 8% on average throughout the year. The need for demand shifting is highest in…
This data-file breaks down global oil demand, country-by-country, product-by-product, month-by-month, across 2017-2023. Global oil demand again hit new highs in 2023, driven by emerging world growth, especially across gasoline, jet…
…emerging world demand doubles from 300MTpa to 700MTpa (charts below). Global plastic demand CAGR? Our numbers are not aggressive and include a continued deceleration in the total global demand CAGR,…
…and my jet fuel demand will be counted as African jet fuel demand. If we then divide African jet fuel demand by the population of Africa, we will wrongly be…