Global average temperature data?
…sole modulator of global temperature. El Nino, solar cycles and ‘weather’ also play a role. And despite the annual volatility, the recent and most accurate data from 1970+ rise in…
Global gas: is there enough gas for energy transition?
Our roadmap to ‘Net Zero’ requires doubling global gas production from 400bcfd to 800bcfd, as a complement to wind, solar, nuclear and other low-carbon energy. This data-file quantifies global gas…
Global energy: ten themes for 2023?
This 14-page note lays out our top ten predictions for global energy in 2023. Brace yourself for volatility, a possible recession due to energy shortages, and deepening bottlenecks on accelerating…
Energy storage: top conclusions into batteries?
…often has no cost. And no efficiency losses. Some of our favorite examples are catalogued here. (5) Power grids: short-term first. The biggest challenges for ramping up wind and solar…
Power plants: average capacity?
This data-file aggregates granular data into the average size of different types of power plants: wind, solar, nuclear, gas, hydro, coal, biomass, landfill gas and geothermal, by looking across 23,000…
Capacitor banks: raising power factors?
Wind and solar power factor corrections could save 0.5% of global electricity, with $20/ton CO2 abatement costs at typical facilities in normal times, and 30% pure IRRs during energy shortages….
Fluorinated polymers: flying under the radar?
Fluorinated polymers are a ‘stealth bottleneck’ for the energy transition: used in solar back-sheets, battery binders/separators, wind blades, and across the hydrogen chain. But low down the bill of materials,…
Indium producers: companies and market outlook?
…thickness in thin film layers for solar cells especially HJTs averages around 70-100 nm Rising demand for solar and digital technologies will easily quadruple global demand for indium from around…
Offshore wind: the lion, the witch and the wardrobe?
…mysterious reason, energy commentators often like to lump wind and solar together, under the rubric ‘renewables’. Why though? In our view, solar and wind are really about as similar as…
New energies: the age of materials?
Over the past decade, costs have deflated by 85% for lithium ion batteries, 75% for solar and 25% for onshore wind. Now new energies costs are entering a new era….