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US power generation under development over time?
An all-time record of 260GW of new power generation capacity is currently under development in the US in 4Q25, enough to expand the US’s 1.3TW power grid by almost 15%. This data-file tracks US power generation under development, as a leading indicator for gas turbine, wind, solar and battery demand. The pipeline suggests tight power…
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Global gas generation capacity by region and over time?
Global gas generation capacity additions averaged 50 GW pa over the decade from 2015-2024, of which the US was 20%, Europe was 10%, Asia was 50%, LatAm was 10% and Africa was 10%. Yet global gas turbine additions could double to 90 GW pa in 2025-35. This data-file estimates global gas turbine capacity by region…
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AI: industrial applications by company?
This data-file tabulates industrial companies deploying AI, based on their patent filings. 200 leading industrial companies have filed 40,000 AI/ML-related patents in 2022-25, with 65% now developing their own AIs in-house. Examples are summarized. We will continue adding to and expanding this data-file over time.
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Solid state circuit breakers: another AI enabler?
Further upscaling of AI is only possible via improved power electronics. Hence this 17-page report explores solid state circuit breakers, which offer 1,000x faster fault protection and greater controllability. How do SSCBs work? What do they cost? Who benefits? And who is displaced?
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Suburbification: energy upside?
The internet/AI era is pushing people out of dense urban centers into suburbs and exurbs, whose residents use 2-5x more oil and energy. This 15-page report reviews population density data from 3,150 US counties. Suburbification and exurbification have already been adding 0.2-0.8% pa to oil demand, which is seen accelerating further.
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Global wood production: supply by country by year?
This data-file quantifies global wood production, country-by-country, category-by-category, back to 1960, using granular data from the FAO. 4bn m3 of wood is harvested per year (2GTpa by mass). There is a read-across for how commodities peak. And major upside for LNG.
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Reciprocating gas engines: leading companies?
This data-file is a screen of leading reciprocating gas engine companies, covering an industry with 15GW pa of manufacturing capacity, EBIT margins averaging 10-20% (and rising), and an overlap with efficient engines used in diesel generators, marine, construction, mining and agricultural industries. Several companies stood out.
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Helicopter economics: costs of helicopter transport?
This data-file captures helicopter economics. For an Airbus SuperPuma, which can carry c20 passengers, helicopter costs are estimated at $4,000/hour and $30/mile, for a c10% IRR on c$30M of capex costs. Economics can be stress-tested for different helicopter models and operating assumptions.
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Japan: nuclear restart tracker?
This data-file looks through 17 major nuclear plants in Japan with 45GW of operable capacity, covering the key parameters and restart news on each facility. Japan’s nuclear restart had ramped output back to 97TWH pa by 2025, and may rise by a further 80 TWH by 2030, to meet targets for 20% nuclear in the…
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Global energy demand: by region and through 2050?
This model captures global energy demand by region through 2050, rising from 80,000 TWH in 2019 to 140,000 MWH in 2050. Population rises 0.6% pa. Energy use per global person rises at 1.1% pa, from 11 MWH pp pa to 15 MWH pp pa. So total demand rises at c2% pa. Meeting the energy needs…
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