the research consultancy for energy technologies
…batteries have an effective energy density 80-90% below hydrocarbons. Hydrogen also has low energy density, even when ultra-compressed to 700-bar, while hydrogen also has the lowest flash point of any…
…power grid infrastructure, and possible upside for transmission utilities and companies constructing power transmission. It may also create rising demand for backup solutions, from batteries to CHPs to diesel generators….
…our research, the area that most comes to mind is in batteries. There is always a headline swirling somewhere about a disruptive battery breakthrough that will crater demand for some…
…like batteries, by scaling up and down to smooth out an increasingly volatile power grid? What implications for blue hydrogen, green hydrogen, Allam Cycle oxy-combustion, direct air capture energy economics?…
…house batteries and hydrogen plants. The marginal cost of cement production is estimated at $130/ton in this data-file, in order to achieve a 10% IRR, which is similar to the…
…average metal and material sees demand grow 3-30x in the energy transition, due to the growth of wind, solar, electric vehicles and batteries, and the current use factors in those…
…for key materials used in batteries, motors and traction inverters, such as lithium, fluorinated polymers, battery-grade nickel, graphite, copper, Rare Earth Metals and SiC. Retirement rates of vehicles depend on…
Electric vehicles are a world-changing technology, 2-6x more efficient than ICEs, but how quickly will they ramp up to re-shape global oil demand? This 14-page note finds surprising ‘stickiness’. Even…
…possible sorbents and membranes (pages 15-16). How will AI reshape lithium-ion batteries, nuclear fusion, green hydrogen value chains or nature-based solutions. We found it harder to de-risk breakthroughs using AI…
…by 3-30x in the energy transition. Vast new markets scale up in Wind, Solar, Electric Vehicles, Batteries, underlying Metals and Materials, next-gen Nuclear, Electrification, the Rise of AI, Hydrogen, CCS,…