the research consultancy for energy technologies
…To build up our forecasts, the data-file captures hydrogen production by region in the US, Europe, Canada, Japan, Australia, LatAm, China, India, Other Asia and Africa. All estimated from 1990…
…the companies, 36% of the mentions), Europe (420 companies, 30%, 36%), China (115, 8%, 8%), Canada (95, 7%, 7%), Japan (70, 5%, 5%), Australia (36, 3%, 2%), Korea (35, 3%,…
…1GTpa higher than was foreseen 2-5 years ago, as China and India are prioritizing energy security above decarbonization. Implications for energy transition sentiment are discussed on pages 2-3, and we…
…margins, capex intensity and labor intensity (charts below). Companies can be differentiated by their technology focus and their geographic focus, with some prioritizing US expansions, and others retrenching to China….
…(pages 4-5). Hence global solar additions will likely face new challenges when solar growth exceeds total electricity demand growth. We discuss this issue, country by country, across China, India, the…
…in particular are profiled in the Companies tab, especially based in Korea, China, the US and Japan. A Korean small-cap company stood out from the patents as the most focused…
…in the model. Underlying data are from Japan’s Agency for Natural Resources and Energy. The data-file is also interesting to compare with our European, US, China and India energy models….
…12-page note explores energy self-sufficiency by country. We draw three key conclusions: into US isolationism; Europe’s survival; and the pace of EV adoption, both in China and in LNG-importing nations….
…Checkout Added to cart In 2018, Prysmian acquired General Cable in a $3bn deal, apparently outbidding China’s Hengtong, plus Nexans and NKT, who were also interested. Prysmian thus gained access…
…This 12-page note explores energy security by country. We draw three key conclusions: into US isolationism; Europe’s survival; and the pace of EV adoption, both in China and in LNG-importing…