Decarbonization
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Renewables: share of global energy and electricity by country?
This data-file is an Excel visualizer for some of the key headline metrics around renewables’ share of global energy: such as total global energy use, electricity generation by source, wind penetration and solar penetration; broken down country-by-country, and showing how these metrics have changed over time, in an easy-to-compare visual format.
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Nuclear Power Project Economics
This data-file models the costs of nuclear power project, based on technical papers and past projects around the industry. An up-front capex cost of $6,000/kW might yield a levelized cost of 15c/kWh. But 6-10c/kWh is achievable via a renaissnace in next-generation nuclear.
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Next-generation nuclear companies: future fission and fusion?
This data-file screens c30 next-generation nuclear companies at the cutting edge of fission and fusion technology. The median one employs 100 people, is developing a 150MWe reactor, and could reach commerciality by 2035. But how has this landscape of companies progressed in the past few years?
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Energy transition: a new era? (driven by AI)
Energy transition remains among the most important and exciting topics in the world. But it is now less driven by Net Zero ambitions, and more so by digital and AI technologies. These offer world-changing possibilities; re-accelerating GDP, returns on capital, and commodities. This 13-page report captures our latest outlook on energy transition, and the opportunities…
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Wildfire suppression companies?
1-2bn acres of land burns globally each year, which could increase by over 35% due to climate change. Hence this data-file screens emerging companies in wildfire suppression, which are focused on preventing, detecting and containing wildfires. The most commonly used methods are drones and AI. Thus adapting to climate change requires more energy not less?
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Carbon markets: charity case?
Carbon markets incentivize renewable energy, CCS, DAC, nature-based solutions and other CO2 offsets. In the past, we naïvely assumed these would grow as much as needed to reach Net Zero by 2050. This 14-page note revises our forecasts, by analogy to other forms of charitable giving. We see voluntary carbon markets reaching $400bn pa by…
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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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Ten Themes for Energy in 2025?
This 11-page report sets out our top ten predictions for 2025, across energy, industrials and climate. Sentiment is shifting. New narratives are emerging for what energy transition is. 2025-30 energy markets look well supplied. The value is in regional arbitrage, volatility, grids, AI and solar.
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Energy transition: the triple challenge?
Energy transition is a triple challenge: to meet energy needs, abate CO2 and increase competitiveness. History has now shown that ignoring the part about competitiveness gets you voted out of office?! We think raising competitiveness will be the main focus of the new administration in the US. So this 15-page report discusses overlooked angles around…
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Fuel Cell Power Project Economics
This data-file models the economics of constructing a new fuel-cell power project: generating electricity from grey, blue or green hydrogen. The model is based on technical papers and past projects around the industry. Economics look challenging. Our base case estimate is a 24c/kWh incentive price.
Content by Category
- Batteries (96)
- Biofuels (44)
- Carbon Intensity (48)
- CCS (64)
- CO2 Removals (9)
- Coal (41)
- Commentary (65)
- Company Diligence (104)
- Data Models (922)
- Decarbonization (162)
- Demand (129)
- Digital (86)
- Downstream (47)
- Economic Model (221)
- Energy Efficiency (76)
- Hydrogen (63)
- Industry Data (308)
- LNG (56)
- Materials (86)
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- Midstream (45)
- Natural Gas (161)
- Nature (76)
- Nuclear (28)
- Oil (176)
- Patents (39)
- Plastics (44)
- Power Grids (156)
- Renewables (153)
- Screen (137)
- Semiconductors (35)
- Shale (58)
- Solar (72)
- Supply-Demand (53)
- Vehicles (95)
- Video (24)
- Wind (47)
- Written Research (407)