India: electricity demand and power grid over time?
…growth rate of 5% per annum (chart below). Russia’s invasion of Ukraine has not helped, as Europe’s sudden thirst for LNG has pulled gas away from emerging world geographies. India’s…
Offshore oilfields: development capex over time in Norway?
…cleaned data-set is available for download below. Across all energy sub-sectors, there are benefits to counter-cyclical investment, whether we are considering oil, gas, LNG, nuclear, wind, solar or power grids….
Global energy capex: building in boom times?
…times almost always rewards being early or counter-cyclical. Our first case study for building in boom times is the Australian LNG industry, where projects later in the queue cost 2x…
Energy transition in 1H24: 101 companies and the rise of AI?
…at other points in the past, albeit we think LNG will surprise to the upside and there is growing value in volatility, per page 10. The most mentioned companies in…
Air Products: ammonia cracking technology?
…network on the Gulf Coast, helium and LNG process technologies. It is expanding into blue hydrogen and green hydrogen + hydrogen transport. The NEOM Green Hydrogen project in Saudi Arabia…
Metal Organic Frameworks: sorting hat?
…challenges of separation processes such as refining, chemicals, LNG, hydrogen, biogas, desalination and CCS are summarized on pages 2-5. Separation is inherently an energy-consuming process, to overcome the Entropy of…