…incremental improvements than world-changing new technologies. We think 70% of the patents are for technologies that will advance the energy transition in some way, as discussed in the data-file. Lithium…
A new solar cell is vying to re-shape the PV industry, with 2-5% efficiency gains and c25-35% lower silicon use than today’s PERC cells. This 12-page note reviews TOPCon solar…
…two. Building new and excess capacity can cost 2x more than simply running existing capacity (pages 6-7). In one of the best jokes in quantum mechanics, an angry scientist protests…
…is historical precedent, prices must remain high to attract new investment, and buyers may stockpile bottlenecked materials. So can commodities de-couple from GDP and how will this affect different industries?…
…result, a new wave of exponentially better projects is emerging? $499.00 – Purchase Checkout Added to cart The market for nature based carbon offsets has a crucial role in the energy transition,…
…this energy has varying CO2 credentials. A key objective for the new energies industry is going to be deploying new technologies that can improve efficiency and lower the energy intensity…
…coming from shale, with continued upside in the US, and vast new potential in the Middle East, North Africa and possibly even European shale as a way of replacing Russian…
…from new forests and other nature-based solutions to climate change. These solutions need to prove they are real, incremental, measurable, long-lasting and have other social and ecological benefits, to score…
…up to 80-90% recoveries; but it is currently limited to specific mineralogies. An exciting prospect for the 2020s is that new technologies may unlock more minerals for bio-leaching. This data-file…
…in 13-pages, covering what we think decision makers in the energy transition should know. The theory underpins the appeal of electrification, ultra-efficient gas turbines, CHPs, advanced nuclear and new super-critical…