Electrification: the rings of power?
…Electricity rises from 40% of total useful energy today to 60% by 2050. Within the next decade, this adds $2trn to the enterprise value of capital goods companies in power…
CO2 compression: stranger things?
…– 200 bar of pressure? (page 10). These complexities matter because they suggest a strong moat for leading companies in turbomachinery, and some other CO2 specialists. Three public companies stand…
Flaring reduction: fire extinguishers?
…companies and technologies that will help to reduce flaring on page 7. Case studies of flaring reduction and leading companies involved? Approximately half of the challenge is in gathering and…
Hydrogen reformers: SMR versus ATR?
…page 14. Leading companies in SMR and ATR reactor designs, including our conclusions from Topsøe’s ATR patents, plus six listed industrial gas and chemicals/engineering companies, are reviewed on pages 15-16….
Industrial ecosystems: on the shoulders of giants?
…Coast stands out. It has a unique combination of geopolitical security and stability, low energy costs, a coastal location, world-class infrastructure, world class companies, and a credible long-term route to…
LEDs: seeing the light?
…lighting. Costs, payback periods and IRRs are stress tested on pages 11-12. Light infantry: leading companies? 20 leading LED and lighting companies derive $40bn of cumulative revenues from across the…
Why the Thunder Said?
…for >20Mbpd of Permian production, for natural gas to treble, for ‘digital’ to double Oil Major FCF, and for the emergence of new, multi-billion dollar companies and sub-industries amidst the…
Carbon capture and storage: research conclusions?
…costs are c$800/ton (model here). CO2 utilization for curing cement industry is being explored by Solidia and CarbonCure. Other CO2 utilization companies are screened here. The challenge in all of…
Shale: Upgrade to Fiber?
…acoustic sensing (DAS) using fiber-optic cables. It has now reached critical mass. DAS will have six transformational effects on the shale industry. Leading operators and service companies are also assessed….
Major technologies to decarbonise power?
…being developed, which will unlock further economic opportunities to accelerate the transition. In order to help identify the leading companies, this-data file summarises c90 patents for de-carbonising power-generation. It is…