Natural Gas
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Gas generation: timing the cycle?

Gas-fired power generating capacity is in a classic capital cycle. This 16-page report evaluates when the cycle will peak. Gas power demand wants to rise at 3.8% pa through 2050. But high CCGT prices may delay EM growth, bring in new entrants, and substitution towards reciprocating engines.
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Global gas generation capacity by region and over time?

Global gas generation capacity additions averaged 50 GW pa over the decade from 2015-2024, of which the US was 20%, Europe was 10%, Asia was 50%, LatAm was 10% and Africa was 10%. Yet global gas turbine additions could double to 90 GW pa in 2025-35. This data-file estimates global gas turbine capacity by region…
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Reciprocating gas engines: leading companies?

This data-file is a screen of leading reciprocating gas engine companies, covering an industry with 15GW pa of manufacturing capacity, EBIT margins averaging 10-20% (and rising), and an overlap with efficient engines used in diesel generators, marine, construction, mining and agricultural industries. Several companies stood out.
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The route to net zero: an energy-climate model for 2-degrees

We have modeled the global climate system from 1750-2065, to simplify the science of energy transition. ‘Net zero’ is achievable by 2050. Atmospheric CO2 remains below 450ppm, consistent with 2-degrees warming. Fossil fuel usage is 10% higher than today, but the fossil fuel industry is transformed.
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Global CCS Projects Database

Over 400 CCS projects are tracked in our global CCS projects database. The average project is 2MTpa in size, with capex of $800/Tpa. The largest CO2 sources are hubs, gas processing, blue hydrogen, gas power and coal power. The most active countries are the US, UK, Canada and Europe. However, slow project progress in 2025…
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Industrial heat: can heat pumps compete?

Could industrial heat pumps accelerate, especially due to excess renewables, thereby stoking load growth, and displacing natural gas? This 14-page report finds the economics are more challenging than expected. Heat pumps fare best in specific contexts. Load growth mainly hinges on AI.
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Gas turbine manufacturing by company by facility?

This data-file profiles gas turbines and gas turbine manufacturing capacity by company. 30 companies are profiled, including the ‘big three’ – GE Vernova, Siemens Energy and Mitsubishi Heavy. 100 gas turbines are profiles. And 25 gas turbine manufacturing facilities are also covered, in order to estimate gas turbine manufacturing capacity by region and by company.
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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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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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Global gas prices: by country?

Global gas prices by country are often measured at the world-famous delivery points for liquids futures contracts, such as Henry Hub and the Netherlands’ TTF. This data-file takes a broader approach, aggregating the annual gas prices by country across twenty geographies.
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