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Roadmap to net zero: 2025 and beyond?
This 19-page report explores the world’s progress towards net zero, amidst the harsh economic reality of 2025+. Which decarbonization technologies are still progressing, which are scaling back, and why? What if the current trajectory is ultimately seen to be enough?
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Autonomous vehicles: the economics?
This data-file explores the costs of autonomous vehicles. An autonomous vehicle traveling c100,000 miles per year, at 20% capacity utilization, must charge a fee of $0.6/mile, in order to generate a 10% IRR on c$100k of vehicle acquisition capex.
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Global vehicle sales by manufacturer?
Global vehicle sales by manufacturer are broken down in this screen. 25 companies produce 85% of the world’s vehicles, led by Toyota, VW, Stellantis, GM and Ford. The data-file contains key notes on each company. In 2025, 35% of companies slowed their deployment of electric vehicles, while 95% accelerated their focus on autonomous vehicles.
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Energy storage: to infinity and beyond?
Lithium ion batteries are now so deeply entrenched that we doubt any new electrochemistry can supplant them. This 23-page report asks where are the opportunities now in batteries? Could any futuristic batteries with quasi-infinite capacity, such as quantum batteries, power inter-seasonal storage or long-distance aviation?
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Digital twin case studies: what impacts?
What are the impacts of deploying digital twins, and will their be more deployment in the AI era? This data-file has aggregated 25 digital twin case studies. The average deployment increases output by 7%, reduces costs by 16% and unlocks c20% energy savings. Details, companies and contexts are in the data-file.
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Battery integrators: leading companies in BESS?
A dozen companies act as the “battery integrators” for 90% of all grid-scale battery storage systems (BESS), packaging lithium ion cells into fully functional, containerized modules, which can be deployed and grid-connected. 2025 economics included over $30bn of revenues, $250/kWh selling prices and 8.5% operating margins. But competition is intensifying.
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Lancium: can AI data-centers load shift?
Lancium data center technology is used to develop Clean Campuses, which can separate large compute requirements into critical and flexible clusters. The flexible clusters tackle non-time critical loads, often powered directly by microgrids, and providing a Controllable Load Resource, which can demand shift to smooth the volatility of renewables? Hence we reviewed Lancium’s patents.
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AI data centers: bit count?
How many data centers will there be? How big will the biggest AI data centers be? Where should they be located? And do recent announcements connote upside or downside risks? This 15-page report forecasts the build-out of AI data centers, using bottom-up data, statistical distributions and economic modeling.
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Data-centers: the economics?
The capex costs of data-centers are typically $10M/MW, with opex costs dominated by maintenance (c40%), electricity (c15-25%), labor, water, G&A and other. A 30MW data-center must generate $100M of revenues for a 10% IRR, while an AI data-center in 2025+ may need to charge $10/EFLOP of compute.
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Thermal energy storage: cost model?
This data-file captures the costs of thermal energy storage, buying renewable electricity, heating up a storage media, then releasing the heat for industrial, commercial or residential use. Our base case requires 13.5 c/kWh-th for a 10% IRR using molten salt or sand, and as little as 5c/kWh-th when using low-cost graphite/petcoke modules.
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