We argue CO2-labelling is the most important policy-measure that can be taken to accelerate the energy transition: making products’ CO2-intensities visible, so they can sway purchasing decisions. There is precedent…
It is possible to decarbonize all of global energy by 2050. But $30/bbl oil prices would stall this energy transition, killing the relative economics of electric vehicles, renewables, industrial efficiency,…
…each $1 dis-invested from fossil fuels must be replaced with $25 in renewables, to add the same new energy supplies. Future energy capex requirements are staggering. These are the conclusion…
Energy return on energy invested is a horrible metric: calculated differently in almost every study on the topic, and fairly difficult to delimit conceptually. Despite this, we have made an…
Costs of paper production are estimated at $700/ton, at a $2,000/Tpa paper mill, requiring 5,000 kWh/ton of useful energy, and emitting 2.6 tons/ton of CO2, of which 2.2 tons/ton is…
World’s largest energy assets by type. The size and risk of global energy assets are assessed in this data-file, which focuses in upon the largest energy assets in the world,…
How accurate are energy demand forecasts? Long-term forecasts for total global energy demand can easily be wrong by +/- 10%. Oil market forecasts tend to be amiss by 0.6% x…
The average US home uses 2,000 kWh of electricity for air conditioners each year. Air conditioning energy consumption is broken down from first principles in this data-file, as a function…
What is the market concentration by industry in energy, mining, materials, semiconductors, capital goods and other sectors that matter in the energy transition? The top five firms tend to control…
…Energy Nest and Antora Energy, plus fifteen other firms. This screen is discussed in our overview of thermal energy storage. It also feeds into our key conclusions on energy storage….