the research consultancy for energy technologies
…of prior projects. Companies that may benefit from the theme are discussed on pages 16-17. They range from mega-cap turbine manufacturers to small-cap stocks and private companies with novel technologies….
…increasing at a 19% CAGR over the past ten-years, although the pace of progress is still c10x slower than for other technologies such as lithium ion batteries. Leading companies are…
…Added to cart Our rationale for comparing energy transition to prior investment bubbles is contextualized on page 2, based on discussions we have had with investors and companies in 2020….
…specific examples of gains in the offing. Specific companies’ focuses can also be seen from the patents. Covered companies include Canadian Solar, Hanergy, Jinko, LG, Miasole, Panasonic, SunPower et al….
…power and heat. Pilot projects are accelerating and new companies are forming. But the greatest challenge is execution, which may give a natural advantage to incumbent oil and gas companies….
…three triggers to burst the bubble. We continue to prefer non-obvious opportunities in the transition and companies with leading technologies. $599.00 – Purchase Checkout Added to cart (1) Climate policies are at…
…CO2 into CO and oxygen? $499.00 – Purchase Checkout Added to cart This data-file models the economics of CO2 electrolysis, including recent advances from leading industrial gas companies, and by analogy to hydrogen…
…CO2 credentials. Green methanol is more expensive for little incremental CO2 reduction, and indeed some routes to green methanol production are actually higher-CO2 (pages 16-18). Companies in the methanol value…
…specific case studies and cost-breakdowns on pages 12-13. CLT economics are attractive. We estimate 20% IRRs are achievable for new CLT production facilities on page 14. Leading companies are described…
…ranging from 150-800 kWh/ton of oxygen. The numbers can vary. Our estimates are built up using both bottom-up thermodynamic calculations, and a survey of data-points reported by companies and technical…