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Industrial robot costs: robotic economics?
There are 5M industrial robots deployed globally. A typical example costs $130k to install, does incur costs to run, but displaces 1.3 FTE jobs, saves 50% total costs, and thus achieves a payback of 1.5-years and a project-level IRR of 65%. This data-file captures the economics of deploying industrial robots.
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Rare Earth magnets: building attraction?
Will Rare Earth magnets shift from being commoditized and mostly Chinese-made, to a higher-value market, sustaining a moat for leading Western companies? Especially as demand inflects in the AI era? Our answers in this 14-page report are based on a site visit to Europe’s first large-scale Rare Earth magnet plant, and subsequent economic modeling.
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Global Air Conditioning demand by region over time?
Global air conditioning consumed 2,600 TWH of electricity in 2024, which is 8% of total global electricity demand, and seen rising +3% pa to 6,000 TWH by 2050. This data-file quantifies global AC sales by country, the global AC unit stock by country, and global AC electricity demand by country, to 2050.
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Global flow-meter market: types, advantages and challenges?
The global flow-meter market was worth $12bn in 2024, across 4M flow-meters, with an average price of $3k per unit, and typical accuracy of 0.5-1%. This data-file disaggregates the market by flow-meter type, highlighting the physics, advantages, challenges, pricing, volumes, market sizing and leading companies involved in each type.
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Steam generation: capex costs?
Steam power generation requires boilers, turbines, condensers and generators, which are often integrated into a steam generation “island” at coal, nuclear and CCGT power plants. Steam generation capex costs are estimated at $1,300/kW in this data-file, based on sampling component costs across 35 past projects.
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Renewables returns: what IRRs for wind and solar?
Core IRRs for 100 renewables projects are calculated in this 15-page report. Past renewables returns have averaged 5% for solar, 6% for wind. But recent solar returns have reached 8-11%, due to cost deflation. Solar growth will therefore continue, even as policy support softens? And could this put pressure on power prices if load growth…
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Renewable PPAs and strike prices: a database?
This data-file tabulates power purchase agreements, strike prices and contract-for-difference details, across 100 renewables projects (wind and solar) over the past decade. From this, we can also back-calculate project IRRs, using our broader economic models.
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Rare Earth magnet manufacturing: the economics?
The economics of Rare Earth magnet manufacturing are captured in this data-file. A $60/kg magnet price unlocks a 10% IRR at a new facility converting Rare Earths, steel and ferroboron into sintered NdFeB magnet products, repaying capex and cover other magnet manufacturing costs.
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The US CPI basket: how much is energy?
Energy is c15% of the US CPI basket, on average, from 2011-24. In other words, if energy prices suddenly doubled, this would ultimately create c15% inflation. c7% of the total is direct energy use and another 8% is energy embedded in other goods and services, as quantified in this look-through analysis.
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Wi-Fi networks: finding a hotspot?
Could the electricity demand of Wi-Fi networks surprise to the upside due to AI, as 100bn future devices relay 1-10Mbps of data, including for machine vision? This 15-page report outlines Wi-Fi energy economics from first principles. Vastly more network traffic can be supported, simply via efficiency gains.
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