Energy transition: key conclusions from 1Q24?
…and centers on materials value chains. Specific companies where we have reviewed product offerings or patent libraries in 1Q24 are reviewed on page 9. The most mentioned companies in our…
…and centers on materials value chains. Specific companies where we have reviewed product offerings or patent libraries in 1Q24 are reviewed on page 9. The most mentioned companies in our…
…arbitrage — would be a kingmaker. Perfect conditions for incumbents to generate excess returns. The peculiarity of the US gas pipeline industry is that the companies within this industry are…
…in their portfolio? This is not to speculate on M&A, but simply looking at the companies’ research activity last year… [restrict] Hence the chart below summarises 300 technical papers into…
…100 pyrolysis facilities globally. Our work included two site-visits and multiple patent reviews. Three early-stage companies hold particular promise. You can download our technology-screen here. Larger companies (BASF, OMV, BP,…
This note contains our ‘Top Five’ conclusions about the Oil Majors’ research partnerships, drawing off our database of 3,000 oil company patents. Different companies have importantly different approaches. We can…
This data-file tabulates super-computing capacity possessed by leading companies in the energy industry, based on public disclosures and internet sources: both directly owned by the companies, or available through partnerships…
…leaks and lower flaring intensity than small private companies. Half-a-dozen large listed companies stand out, with exceptionally low CO2 intensities. Please consult the data-file for cost curves (like the one…
…34 companies and 150 patents (chart below). Satellites were among the breakthrough technologies, with the capability to find methane leaks from space. This matters as c5% of super-emitting leaks comprise…
…to cart The balance has been shifting. During the oil downturn, large, industrial conglomerates effectively halved their pace of technology development, while some subsea service companies accelerated (chart below). The…
This data-file tracks wind turbine manufacturers, their market shares and their margins over time. By 2022, fifteen companies account for 98% of global wind turbine installations. This includes large Western…