Written Research
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Battery swapping: off to the races?
Battery swapping has seen a sudden surge of interest, especially for cars in China, some heavy vehicles, and two-wheelers throughout emerging markets. Can the theme re-accelerate EVs? This 19-page report finds many advantages, controversies over costs, and profiles leading companies.
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Energy and national security: network risk?
National security risks are rising in developed world energy systems, as geopolitics grow more adversarial, and cyber-attacks are at new highs. This 16-page report finds that electrification is on balance making energy systems more vulnerable, then outlines mitigation measures, and opportunities?
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Computer memory: aide memoire?
Three types of computer memory dominate modern information processing: Flash, DRAM and SRAM. This 5-page note simply covers each one, how it works, what it costs, advantages, disadvantages, market sizes and leading companies. AI likely boosts all three, but can more SRAM unlock big efficiency gains?
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Perovskite solar: beyond silicon?
Will the next chapter of solar’s ascent come from perovskite-tandem cells, followed by perovskite-on-perovskites? This 18-page report finds more momentum than we expected. There is potential for 30% cost deflation, new solar applications (in buildings/vehicles), and a disruption of PV silicon?
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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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Photons vs electrons: laser quest?
Some commentators say the 21st century will be the ‘age of the electron’. But in computing/communications, the photon has long been displacing the electron. This 17-page note gives an overview. It matters as moving data is 50-90% of data center energy use. We contrast fiber vs copper; and explore AI power, optical computing, and a…
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Load bearing: will solar+gas be cheaper than gas alone?
The costs to power a real-world load – e.g., a data center – with solar+gas will very often be more expensive than via a standalone gas CCGT in the US today. But not internationally? Or in the future? This 9-page note shows how solar deflation and load shifting can boost solar to >40% of future…
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LNG plant compressors: chilling goes electric?
Electric motors were selected, in lieu of industry-standard gas turbines, to power the main refrigeration compressors at three of the four new LNG projects that took FID in 2024. Hence is a major change underway in the LNG industry? This 13-page report covers the costs of e-LNG, advantages and challanges, and who benfits from shifting…
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Energy transition: solar and gas -vs- coal hard reality?
This 15-page note outlines the largest changes to our long-term energy forecasts in five years. Over this time, we have consistently underestimated both coal and solar. Both are upgraded. But we also show how coal can peak after 2030. Global gas is seen rising from 400bcfd in 2023 to 600bcfd in 2050.
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