Demand
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Global energy: supply-demand model?
This global energy supply-demand model combines our supply outlooks for coal, oil, gas, LNG, wind and solar, nuclear and hydro, into a build-up of useful global energy balances in 2023-30. Energy markets can be well-supplied from 2025-30, barring and disruptions, but only because emerging industrial superpowers will continuing using high-carbon coal.
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European energy: the burial of the dead?
Europe’s energy ambitions are now intractable: It is just not feasible to satisfy former climate goals, new geopolitical realities, and also power future AI data centers. Hence this 18-page report evaluates Europe’s energy options; predicts how policies are going to change; and re-forecasts Europe’s gas and power balances, both to 2030 and to 2050.
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Drone deployment: vertical take-off?
Drones cost just $1k-100k each. They may use 95-99% less energy than traditional vehicles. Their ascent is being helped by battery technology and AI. Hence this 14-page report reviews recent progress from 40 leading drone companies. What stood out most was a re-shaping of the defense industry, plus helpful deflation across power grids, renewables, agriculture,…
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Microwave Chemical: electrical heating?
Microwave Chemical is a small-cap company, developing microwave-based heating solutions, across over a dozen use cases, from acrylic recyling, to producing food/cosmetic compounds, to carbon fiber (particularly interesting!). We reviewed a dozen of the company’s patents in this data-file, which is a Microwave Chemical technology review and finds a moat in efficient microwave heating.
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AI energy: industrial demand and the Jevons effect?
Increasingly efficient AI should unlock ever more widespread and more sophisticated uses of AI. This is shown by reviewing 40,000 patents from 200 industrial companies. This 15-page report summarizes notable companies, patent filings, and updates our 2030 forecasts for AI energy.
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eHighways: trucking by wire?
eHighways electrify heavy trucks via overhead catenary wires. They have been de-risked by half-a-dozen real-world pilots. High-utilization routes can support 10% IRRs on both road infrastructure and hybrid trucks. This 15-page report finds benefits in logistics networks and for integrating renewables?
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Kardashev scale: a futuristic future of energy?
A Kardashev scale civilization uses all the energy it has available. Hence this 16-page report explores ten futuristic uses for global energy, which could absorb an additional 50,000 TWH pa by 2050 (60% upside), mainly from solar. And does this leap in human progress also allay climate concerns better than pre-existing roadmaps to net zero?
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Cool concept: absorption chillers, data-centers, fuel cells?!
Absorption chillers perform the thermodynamic alchemy of converting waste heat into coolness. Interestingly, their use with solid oxide fuel cells may have some of the lowest costs and CO2 for powering and cooling AI data-centers. This 14-page report explores the opportunity, costs and challenges.
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Decarbonize shipping: alternative fuel costs?
This data-file screens the costs of alternative shipping fuels, such as LNG, blue methanol, blue ammonia, renewable diesel, green methanol, green ammonia, hydrogen and e-fuels versus marine diesel. Shipping costs rise between 10% to 3x, inflating the ultimate costs of products by 0.1-30%, for CO2 abatement costs of $130-1,000/ton. We still prefer CO2 removals.
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Global energy demand: false ceiling?
Wealthier countries’ energy use has historically slowed, then plateaued after reaching $40k of GDP per capita. Could this effect cause global energy demand to disappoint? This 15-page report argues it is unlikely. Adjust for the energy intensity of manufacturing and imports, and energy use continues rising with incomes.
Content by Category
- Batteries (85)
- Biofuels (42)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (38)
- Company Diligence (87)
- Data Models (805)
- Decarbonization (156)
- Demand (106)
- Digital (51)
- Downstream (44)
- Economic Model (196)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (269)
- LNG (48)
- Materials (79)
- Metals (70)
- Midstream (43)
- Natural Gas (144)
- Nature (75)
- Nuclear (22)
- Oil (162)
- Patents (38)
- Plastics (44)
- Power Grids (119)
- Renewables (149)
- Screen (109)
- Semiconductors (30)
- Shale (51)
- Solar (67)
- Supply-Demand (45)
- Vehicles (90)
- Wind (43)
- Written Research (340)