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Global electricity: by source, by use, by region?
Global electricity supply-demand is disaggregated in this data-file, by source, by use, by region, from 1990 to 2050, triangulating across all of our other models in the energy transition, and culminating in over 50 fascinating charts, which can be viewed in this data-file. Global electricity demand rises 3x by 2050 in our outlook.
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Levelized cost of electricity: stress-testing LCOE?
This data-file summarizes the levelized cost of electricity, across 35 different generation sources, covering 20 different data-fields for each source. Costs of generating electricity can vary from 2-200 c/kWh. The is more variability within categories than between them. Numbers can readily be stress-tested in the data-file.
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Renewables+gas LCOEs versus standalone gas turbines?
Levelized costs of electricity depend as much on the system being electrified as the energy sources used to electrify it. This data-file captures solar+gas LCOEs (in c/kWh), when meeting different load profiles, as a function of solar capex (in $/kW), gas prices (in $/mcf), and the relative utilization of solar vs gas.
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European gas and power model: natural gas supply-demand?
This data-file is our European gas supply-demand model. Balances are assessed in European gas and power markets from 1990 to 2035, reflecting all of our research into Europe’s energy transition. 2024-25 gas markets were supported by inventory draw-downs, but LNG imports step up from 110MTpa to 120MTpa through 2030, before softening again through 2035.
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Fervo Energy: enhanced geothermal technology?
Fervo Energy is a leader in enhanced geothermal systems, harvesting 400°F+ heat from hot, deep rock formations, as fluids flow from fracced horizontal injectors to fracced horizontal producers. This Fervo Energy technology review is based on reviewing a dozen patent families. Fervo draws on fiber optic sensing data to optimize the well completion process and…
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Electrical appliances: will AI accelerate efficiency gains?
500,000 AI-related patents were filed in 2025. But electrical appliance manufacturers were particularly active. Hence we used AI ourselves, in this 14-page report, to home in on 50 key patents, which will improve efficiency and flexibility of electrical appliances using AI – in HVAC, lighting, refrigerators, TVs, etc. – which make up 50% of the…
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India: electricity demand and power grid over time?
India’s electricity demand is growing by 6-8% (+100-140 TWH) per year, but 75% of the total still comes from coal, which has itself grown at a 6% CAGR in the past half-decade. India seems to be industrializing primarly around coal + solar, in relatively equal proportions?
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US shale gas: the economics?
US shale gas economics are captured in this data-file, requiring a $2.5/mcf hub-level gas price, for a 10% IRR, on a large, $17M shale gas well in a basin such as the Marcellus. The marginal cost for unlocking c3% pa production growth from key shale basins is likely in a range of $3-4/mcf, but the…
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China energy supply-demand model?
This data-file is our China Energy Model and China CO2 Model, disaggregating China’s energy demand by industry, across coal, oil, gas, wind, solar, hydro and nuclear, across c200 lines, from 2000-2060, with 20-input variables that can be stress-tested. By 2050, useful energy demand rises by 38%, electricity demand doubles, and CO2 falls back by 40%.
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Solar trackers: leading companies?
This data-file summarizes the leading companies in solar trackers, their market share, pricing (in $/kW), operating margins (in %), company sizes, sales mixes and recent news flow. Five companies supply 70% of the market, which is worth $10bn pa. But competition is intensifying from East-West dual-tile arrays and within the tracker industry.
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