Global tin demand: upside in energy transition?
…which sees growing application in the rise of the internet, rise of EVs and rise of solar. Global tin supply and demand can be stress-tested in the model. $499.00 – Purchase Checkout…
Thermal energy storage: heat of the moment?
…What implications for solar, gas, lithium batteries and industrial incumbents? $599.00 – Purchase Checkout Added to cart Solar is the new energy source that excites us most, generating electricity from semiconductors, capable…
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…
Grid capacity: a wolf at the door?
…(page 6) that demand will surprise to the upside (page 7), anticipated resources may underestimate renewables’ volatility (page 8), planning has become politicized (page 9) and some regions will deteriorate…
Energy transition companies?
…to 60% of the world’s energy system by 2050, save energy – from variable frequency drives to power factor management – and to accommodate more volatility in renewable-heavy grids. Thus…
Midstream gas: pipelines have pricing power ?!
…of US midstream gas, and discussed on pages 11-12. Implications extend into power markets as well. Increasing market volatility is actually needed as a catalyst to expand energy storage. And…
Electrification: the rings of power?
…presented on pages 4-5. What about energy storage? Can batteries and hydrogen solve the various volatility issues, and increase the percentage share of renewables. Again, summarizing four years of research,…
Ten Themes for Energy in 2021?
…an increasing risk of blowing ‘investment bubbles’ (pages 2-4) (2) Renewables’ grid volatility is also reaching new levels, creating a new opportunity to absorb excess power supplies (pages 5-7) (3)…
US shale: outlook and forecasts?
…an initial production rate of 680bpd (IP30 basis), but liquids production has actually declined, especially during the volatility of the COVID years. We see a decline in 2024, a recovery…
Desalination by reverse osmosis: the economics?
…angle that excites over desalination costs is the possibility for demand shifting, as electricity is a major cost line, and desalination pumps can be run flexibly to backstop renewables’ volatility….