the research consultancy for energy technologies

  • Global plastic demand: breakdown by product, region and use?

    Global plastic demand: breakdown by product, region and  use?

    Global plastic is estimated at 530MTpa in 2025, rising to 1GTpa by 2050. This data-file is a breakdown of global plastic demand, by product, by region and by end use, with historical data back to 1990 and our forecasts out to 2050. Our top conclusions for plastic demand, by region, by product, by fate, are…

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  • Global gas supply-demand in energy transition?

    Global gas supply-demand in energy transition?

    Global gas supply-demand is predicted to rise from 400bcfd in 2023 to 650bcfd by 2050, in our outlook, as a complement to wind, solar, nuclear, and as global coal resources mature from the 2030s onwards. This data-file quantifies global gas demand and supply by country, across heating, power and industry.

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  • Biofuel technologies: an overview?

    Biofuel technologies: an overview?

    Biofuels are currently displacing 3.5Mboed of oil and gas. But they are not carbon-free, and their weighted average CO2 emissions are only c50% lower. This data-file breaks down the biofuels market across seven key feedstocks, to help identify which opportunities can scale for the lowest costs and CO2, versus others that require further technical progress.

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  • Vehicles: energy transition conclusions?

    Vehicles: energy transition conclusions?

    Vehicles transport people and freight around the world, explaining 70% of global oil demand, 30% of global energy use, 20% of global CO2e emissions. This overview summarizes all of our research into vehicles, and key conclusions for the energy transition.

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  • Carbon capture and storage: research conclusions?

    Carbon capture and storage: research conclusions?

    Carbon capture and storage (CCS) prevents CO2 from entering the atmosphere. Options include the amine process, blue hydrogen, novel combustion technologies and cutting edge sorbents and membranes. Total CCS costs range from $80-130/ton. This article summarizes conclusions from our carbon capture and storage research.

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  • Global coal supply-demand: outlook in energy transition?

    Global coal supply-demand: outlook in energy transition?

    Global coal supply-demand remained at all-time peak levels of 8.8GTpa in 2025, of which 7.6GTpa is thermal coal and 1.1GTpa is metallurgical. The largest consumers are China (4.9GTpa), India (1.3GTpa), other Asia (1.3GTpa), Europe (0.4GTpa) and the US (0.4GTpa). This model presents our forecasts for global coal supply-demand from 1990 to 2050.

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  • US shale: outlook and forecasts?

    US shale: outlook and forecasts?

    This model sets out our US shale production forecasts by basin. It covers the Permian, Bakken, Eagle Ford, Marcellus/Utica and Haynesville, as a function of the rig count, drilling productivity, completion rates, well productivity and type curves. The data-file was last updated in May-2025, revising liquids growth negative in 2025-26, which in turn tightens US…

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  • Sodium ion batteries: comparing costs versus LFP?

    Sodium ion batteries: comparing costs versus LFP?

    Sodium is 1,000x more abundant than lithium in the Earth’s crust and 99% cheaper. So will sodium ion batteries disrupt lithium ion batteries? Not until lithium carbonate prices treble to $40/kg. Or novel SIB electrode materials emerge. This 16-page SIB deep-dive de-risks our lithium market outlook.

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  • Residential heating costs: boilers, furnaces, electric and heat pumps?

    Residential heating costs: boilers, furnaces, electric and heat pumps?

    Residential heating costs are compared and contrasted in this data-file, for gas-fired combi boilers, gas furnaces and hot water tanks, oil furnaces and hot water tanks, purely electric heating systems including immersion heaters, air-source heat pumps and ground-source heat pumps. Capex, maintenance and input energy prices can be stress-tested.

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  • Global heat pump sales by country?

    Global heat pump sales by country?

    Global heat pump sales by country are tabulated in this data-file, for 14 countries/regions. Developed world heat pump sales rose at an 11% CAGR over the decade since 2012, reaching 6.5M units sold in 2022, but then unexpectedly fell by -10% to 2024. 2025 has seen the start of a recovery, with sales rising 4%…

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