…is the LCOE of constructing new solar versus the LCOE of constructing new wind, hydro, nuclear, gas, coal, biomass, diesel gensets and geothermal (as discussed on page 3). However, when solar growth starts exceeding total electricity demand growth,…
…UK timber prices have risen at 2% pa in the last 30-years and 5.6% pa in the last 20-years. Future timber upside is seen from new wood products, with excellent…
…latest rises in ethane are being absorbed by new steam crackers on the US Gulf Coast. In 2018, Chevron and Exxon both started new facilities, which will each take in…
…up to 30% CO2, it has also sought to minimise the use of flexible risers, to protect against corrosion. New solutions… new challenges? Improved riser solutions feature prominently in Petrobras’s…
…City recently considered spending $119bn on a giant concrete Sea Wall, which would span 6-miles from the Rockaways in Queens, across New York Harbor, to New Jersey (the price tag…
Across three years of research into the energy transition, one of our most unexpected findings has been that game-changing, new technologies are less needed than we had originally thought. For…
…However, in 2022 and 2023, global oil demand hit new all-time highs. Global oil demand grew by +2.5Mbpd in 2023 to surpass 102Mbpd, a new all time peak, 1.5Mbpd higher…
Does policy de-risk new technology? This 10-page note is a case study. The Synthetic Fuels Corporation was created by the US Government in 1980. It was promised $88bn. But it…
Shell is the leading Major in driving new LNG demand, based on patent filings (chart above). As an example, we highlight a leading new technology to promote LNG demand in…
In 2019, TOTAL co-filed two patents with an airship-technology company, Flying Whales, aiming to lower the logistical costs of moving capital equipment into remote areas. An example is shown above….