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Global gas supply-demand in energy transition?
Global gas supply-demand is predicted to rise from 400bcfd in 2023 to 650bcfd by 2050, in our outlook, as a complement to wind, solar, nuclear, and as global coal resources mature from the 2030s onwards. This data-file quantifies global gas demand and supply by country, across heating, power and industry.
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Biofuel technologies: an overview?
Biofuels are currently displacing 3.5Mboed of oil and gas. But they are not carbon-free, and their weighted average CO2 emissions are only c50% lower. This data-file breaks down the biofuels market across seven key feedstocks, to help identify which opportunities can scale for the lowest costs and CO2, versus others that require further technical progress.
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Vehicles: energy transition conclusions?
Vehicles transport people and freight around the world, explaining 70% of global oil demand, 30% of global energy use, 20% of global CO2e emissions. This overview summarizes all of our research into vehicles, and key conclusions for the energy transition.
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Carbon capture and storage: research conclusions?
Carbon capture and storage (CCS) prevents CO2 from entering the atmosphere. Options include the amine process, blue hydrogen, novel combustion technologies and cutting edge sorbents and membranes. Total CCS costs range from $80-130/ton. This article summarizes conclusions from our carbon capture and storage research.
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Global coal supply-demand: outlook in energy transition?
Global coal supply-demand remained at all-time peak levels of 8.8GTpa in 2025, of which 7.6GTpa is thermal coal and 1.1GTpa is metallurgical. The largest consumers are China (4.9GTpa), India (1.3GTpa), other Asia (1.3GTpa), Europe (0.4GTpa) and the US (0.4GTpa). This model presents our forecasts for global coal supply-demand from 1990 to 2050.
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US shale: outlook and forecasts?
This model sets out our US shale production forecasts by basin. It covers the Permian, Bakken, Eagle Ford, Marcellus/Utica and Haynesville, as a function of the rig count, drilling productivity, completion rates, well productivity and type curves. The data-file was last updated in May-2025, revising liquids growth negative in 2025-26, which in turn tightens US…
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Ten themes for energy in 2H26
This 12-page report looks back at all of our research from the past year, to draw out our top ten conclusions in energy, industrials and materials. Energy volatility buoys solar and batteries. The ‘AI energy transition’ boosts the physical AI ecosystem more than the data center ecosystem?
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Solar power: decline rates?
This data-file tabulates the ‘decline rates’ of 6,600 US solar power plants, going back to 2001. Solar power decline rates average -1.5% up to year 12, after which decline rates increase. This matters for the economics of solar projects.
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Carbon markets: by category over time?
This data-file quantifies global carbon markets by category over time, including the EU ETS as an example of a compliance market, RECs, CCS and VERRA-certified “carbon credits”, across categories such as REDD, reforestation and other “carbon offsets”. We also draw analogies with charitable giving and forecast carbon markets out to 2050.
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Wind power: decline rates?
This data-file aggregates wind generation by facility, across the US, at 1,500 wind farms, going back 25-years. Wind power decline rates average 1.1% per year, then accelerate to 2% per year in years 10-20. However wind generation is also noisy, typically varying +/- 7% YoY. This matters for the economics and ultimate share of wind.
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