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Power electronic capital goods: margins over time?
This data-file tracks power electronic capital goods company margins over time, rising from 10% in 2000-2010, to 12% in 2010-20 and then inflecting to a record 16% in 2025. The increase is mostly driven by higher- and medium-voltage categories, linked to re-accelerating load growth in the United States. Details on each company are in the…
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Seismic costs: 2D, 3D, onshore, offshore and microseismic?
Seismic survey costs are tabulated in this data-file based on public domain disclosures from E&Ps and seismic companies. Seismic costs can range from $4,000 to $1M per square kilometer, depending on the survey size, resolution, timing, and location. Key case studies are in the data-file.
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Industrial heat pump costs: economic model?
Industrial heat pump costs typically average 5c/kWh-th, when generating round-the-clock heat from 6c/kWh electricity, with a 3.5x Coefficient of Performance, and achieving a 60ºC heat lift. Our models do not yet show heat pumps, energized by excess renewables, outcompeting gas heat, especially for larger or higher-temperature applications. Costs can be stress-tested in this model.
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Autonomous-ready sensors: the LiDAR debate?
The sensors used for advanced driver assistance systems (ADAS), and increasingly for autonomous vehicles, offer useful lessons for AI, robotics and mining. Hence this 17-page report revisits the debate between LiDAR vs cameras, radar and ultrasound. Hardware must compete on cost and performance. But who benefits from deflation?
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Can solar provide round-the-clock power for data-centers?
This 15-page report models the costs of powering AI data centers, and other round-the-clock loads, using only solar and batteries, plus a “penalty” of 100-600 c/kWh for unmet demand. In some locations, solar+batteries will out-compete gas in the future? But an ocean of excess power gets thrown out?
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LiDAR: screen of companies and costs?
This data-file is a screen of leading LiDAR companies. Ten LiDAR companies have 85% share of this market, which was worth $1.7bn in 2024, and will support ADAS/autonomous vehicles, robotics and next-generation mining technologies. Pricing and profitability are compared for Chinese and US suppliers.
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Lithium: global demand forecasts?
This data-file estimates global lithium demand amidst the ramp of electric vehicles, the rise of AI/robotics, and integrates with our oil market models. The data are disaggregated across electric vehicles, new vehicle types, consumer electronics, grid-scale batteries and conventional material uses.
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Global CO2 emissions breakdown?
Global CO2 emissions rose from 32GTpa of CO2-equivalents in 1990 to 54GTpa in 2024, and are seen optimistically declining to 30GTpa by 2050, on a gross basis. This global CO2 emisisons breakdown covers 33 sources that each explain over 0.5% of global CO2e emissions, as a way of tracking emissions by source, by year, and…
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US electricity customers: sales, pricing, metering, load-shifting?
Characteristics of 164M US utility customers, consuming 4,000 TWH pa of electricity, are broken down in this data-file. The data help to explain the recent return to load growth in the US, but also show the pace of deployment of smart meters, demand response, load-shifting and real-time pricing tariffs, amongst residential, commercial and industrial customers.
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Electric vehicle charging: the economics?
An electric vehicle charging station typically needs to charge 20-25 c/kWh, to earn a 10% return on its up-front capex costs, as it buys power for 10c/kWh and sells it on to electric vehicles with 10-50% utilization rates. Larger, fast-chargers seem most economic. Especially where retail revenues support the economics of EV-charging.
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