Renewables: can oil and gas assets “demand shift”?
…is demand shifting and who benefits? Demand-shifting is one of the most exciting opportunities for companies in the energy transition. Specifically, the idea is that renewables are going to get…
…is demand shifting and who benefits? Demand-shifting is one of the most exciting opportunities for companies in the energy transition. Specifically, the idea is that renewables are going to get…
…a c$150/bbl or c$150/ton abatement cost, and is this realistic? Leading companies are profiled on pages 17-19. We screened 15 companies in the space. Many are forging ahead with pilot…
Recycling lithium batteries could be worth $100bn per year by 2040 while supporting electric vehicles’ ascent. Hence new companies are emerging to recapture 95% of spent materials with environmentally sound…
…US Combined Heat and Power Market Size could vary by a factor of 100x. We find 30 companies well-placed in a possible $9trn global market through 2050. $399.00 – Purchase Checkout Added…
…Wind costs are most likely to move sideways, even as the industry builds larger turbines. Implications are explored for companies. $499.00 – Purchase Checkout Added to cart Deflating wind costs are explored…
…yet 70-80% lighter. Hence our 16-page note explores opportunities, economics, CO2 intensity, leading companies and one of the most amazing value chains of industrial civilization, which paradoxically depends upon fossil…
This data-file tabulates our subjective opinions on c20 different heat pump companies, and our own preferences to use their heat pump on a future European residential heating project. Factors we…
…even claimed by some tech companies (note here). This is despite nobody having a practical or economical solution to satisfy demand in the 30-70% of the times when wind and…
…the energy transition. We outline how centrifugal, reciprocating and screw compressors differ, the energy requirements of compression, compressor costs and leading companies. $199.00 – Purchase Checkout Added to cart Next we tabulate…
…attempt to electrify passenger cars, two-wheelers and even aerial vehicles in the future. Leading companies in axial flux motors are profiled on pages 13-15, based on reviewing 1,200 patents, and…