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Global uranium supply-demand?
Our global uranium supply-demand model sees the market adequately supplied in 2026-30, even as demand ramps from 170M lbs pa to 210M lbs pa in 2030. However, our project risking is generous and there may be supply disruptions. What implications for broader power markets, decarbonization ambitions, and uranium prices?
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ANYbotics: quadrupedal inspection robots?
ANYbotics’ quadrupedal inspection robot, ANYmal, has been ruggedized for industrial inspections. We reviewed ANYbotics’ patents and case studies, which suggest growing applications, a moat around the technology, and great upside for robots across energy, mining and manufacturing. Details and conclusions are in this data-file.
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Global population and GDP breakdown by country?
Global population and GDP are broken down in this data-file, across 10 key regions, with data back to 1960 and projections to 2050, as an input to all of our supply-demand models. Population rises at 0.7% pa from 8.0bn in 2023 to 9.7bn in 2050. Real global GDP rises at 2.5% from $105trn in 2023…
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Global nuclear capacity: by reactor, by country, over time?
Global nuclear capacity, by reactor, by country, and over time, are built up in this data-file, by reviewing the construction, operation and shutdowns of 800 global nuclear reactors. After running sideways for 20-years, at 2,800 TWH pa, global nuclear generation rises at c3% pa to 2030, and c3% pa to 2050, reaching 5,600 TWH pa.
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AI power delivery: hit by a bus?
Providing power to AI data centers was a key theme in 2025. But distributing power within them may be just as important for 2026+. More power-dense AI chips require upgrading in-rack buses from 54V to 800V. This 14-page report explores the challenges and opportunities of future AI power delivery architectures.
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Downstream oil companies: screen of refiners?
This data-file is a screen of 16 leading listed downstream companies, with 16Mbpd of refining capacity, currently valued at $200bn on an EV basis. Refining margins, costs, complexity, utilization and split between other business activities are summarized in the data-file.
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Global power price volatility tracker?
The volatility of power grids almost trebled in the decade from 2013-15 to 2023-2025, but actually eased back from 2022 to 2025. This data-file tracks the percentile-by-percentile distributions of power prices, each year, in seven major grid regions (Texas, California, US MidWest, Australia, the UK, Spain, and Germany) as an index of global power price…
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Power cables: carrying capacity and loss rates?
This data-file calculates the power carrying capacity of power cables, plus the resistive losses of power cables. Both are modeled as a function of their voltage, current density, copper and/or aluminium content, resistance and connection type. Underlying data are drawn from data we have tabulated on over 100 conductors, their ratings and costs.
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Ten Themes for Energy in 2026
2026 will be a year of recalibration. Long-standing theses/trends will break down: including for oil, LNG, geopolitics, EVs, solar, power markets and decarbonization. Energy markets swing from 1% oversupply in 2025, to undersupply in 2027. So which materials and strategies will fare best?
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Global oil demand: no peaking?
Global oil demand was once meant to peak out in 2024-30. But 2025 saw almost 1Mbpd of growth, to 104Mbpd. 2026 should see over 1Mbpd of growth, amplified by a YoY pullback in EV sales. Hence this 15-page report revisits peak global oil demand and sees global refinery utilization tightening by 3-5%.
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