Transformer shortages: at their core?
…70%. Will these shortages structurally slow new energies and AI? Or improve transformer margins? Or is it just another boom-bust cycle? Answers are explored in this 15-page report. $549.00 – Purchase Checkout…
…70%. Will these shortages structurally slow new energies and AI? Or improve transformer margins? Or is it just another boom-bust cycle? Answers are explored in this 15-page report. $549.00 – Purchase Checkout…
…hundreds of planned projects in the capital improvement programmes of regional system operators. For example, MISO makes details available for all MISO transmission projects. What is challenging is finding meaningful…
…is discussed in the first portion of the video, estimated at 150GW globally in 2030, adding 1,000 TWH of new electricity demand. Together with other electrification initiatives, US electricity demand…
…for new gas pipeline capex, CCS pipeline capex and hydrogen pipeline capex are calculated, in each case, by multiplying incremental volumes x new pipeline diameter-kilometers needed per unit of volume…
Phosphoric acid production costs are $500-900/ton, for a 10% IRR on a new facility, with $1,000-2,000/Tpa of capex. This is using the ‘wet process’, where phosphate ores are reacted with…
Fears over the energy transition are now restricting investment in fossil fuels, based on our new paper, published in conjunction with the Oxford Institute for Energy Studies, linked here. They…
…assessing 300 technical papers across the shale industry in 2018. They are outlined in a new, 10-page note. $599.00 – Purchase Checkout Added to cart Across the board, we found 30% of…
…investment, and could displace 15Mbpd of future oil demand. These are the conclusions of our new, 16-page report… $589.00 – Purchase Checkout Added to cart We have diligenced 20 companies (above), operating…
The appetite to invest in new offshore oil projects has been languishing, due to fears over the energy transition, a preference for share-buybacks, and intensifying competition from short-cycle shale. So…
We categorised 300 of the Oil Majors’ technologies according to their technical maturity. We find the most exciting examples are not the most technically mature, but those on the cusp…