the research consultancy for energy technologies
…the energy transition. See pages 7-8. Across our 2023 research, 50 companies have been discussed particularly often — across clean-tech, materials, capital goods, energy, mining, semiconductors and conglomerates. The note…
In 2018, we reviewed 250-years of energy transitions, arguing that another great energy transition is now on hand. It will occur over the next century. Thus for another hundred years,…
…portfolio tilts. Pages 7-13 profile seven game-changing themes, which can deliver both the energy transition and vast economic opportunities in the evolving energy system. These prospects cover electric mobility, gas,…
This data-file quantifies the energy costs of manufacturing solar panels, based on 10 studies and prior projects. We see the average solar project requiring 5MWH/kW, with a 2.3-year energy payback,…
This data-file compares the land intensity of energy technologies and energy transition technologies. Land use is estimated in acres per MW of power generation, or in tons of CO2-equivalents abated…
…the cheapest thermal energy source on the planet. In normal times, coal costs $60/ton (coal mining model here) and contains 6,250 kWh/ton of thermal energy, implying a cost of 1c/kWh-th….
What opportunities for glass fiber in the energy transition? Glass fiber makes up 50% of a wind turbine blade, lightens vehicles and insulates homes for 30-70% energy savings. Hence we…
…might look like, who might benefit, and some possible pushbacks. For an outlook on our top 10 energy commodities with upside in the energy transition, please see our article here….
…underlying energy demand would be re-shored too. Our current base case is that Western energy demand per capita has peaked and Western oil demand is in absolute decline. These markets…
…energy production explores important tail-risks for near-term energy balances and long-term energy transition. $499.00 – Purchase Checkout Added to cart There is no slack in the system for LNG outages in 2022-26….