the research consultancy for energy technologies
…in 2024. Rising costs would seem to incentivize self-generating especially amidst grid bottlenecks? The largest reason for rising costs is rising transmission and distribution capex to accomodate renewables, trebling from…
…have elevated capital costs by 4-7% for oil and by c25% for coal, compared with the early 2010s. One consequence will be to concentrate capital into renewables, gas, and shorter-cycle oil projects…
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
…at the cutting edge of next-generation renewables technology. Leading Majors want to drive the transition: strengthening their societal license to operate and capitalising on vast new opportunities in the future…
…impressive uplifts in efficiency, when inefficient fuel use is displaced. As a general rule of thumb, a power plant might be c50% efficient, hence replacing the power plant with renewables…
…10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables. In each case, we profile the leading company, its edge and the proximity of the competition….
…quantify our “Top Ten” patent leaders in energy. https://vimeo.com/357450011 This 34-page note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables….
…renewables, 26% by shifting to less CO2-intensive fossil fuels (which still grow in absolute terms to 2050), 27% through carbon capture initiatives and 30% through industrial efficiency gains and demand-side…
…initiatives, renewables, lifting and logistics. Pages 24-25 quantifies the sequestration potential from CO2-EOR, which could offset the remaining CO2 left after all the other initiatives above. Our conclusion is to…
…Hence variables that can be flexed in the model, for stress-testing purposes, include the growth rates of renewables (wind and solar), the rise of electric vehicles, the rise of heat…