the research consultancy for energy technologies
…due to Russia’s invasion of Ukraine. We see Europe potentially requiring 15bcfd of gas supplies through 2030, which is equivalent to 110MTpa of LNG supplies. Our European gas and power…
…service globally has effectively been halved by rapid growth of the bus fleet in China, Russia, Brazil, Indonesia, Mexico and Korea. Another challenge is that vehicles getting retired in the…
…GW today, for perspective. Leading countries include the US, with c100 GW of capacity, France with 60GW, China with 50GW and Russia with 30GW. Japan’s nuclear capacity is presently around…
…in Russia is said to be leaking 760kTpa. So, numerically, Nord Stream is not some kind of “climate bomb”, despite the media hysteria. This is all covered in our coal…
…solar to displace the equivalent of 14 bcfd from Europe’s 45bcfd gas market by 2030 (page 2). Who is in the firing line to be displaced? Russia’s gas supplies to…
…Or Europe having to accommodate a shut off of 25% of Russia’s gas every other year. One cannot help wondering whether this would connote very large energy price volatility or…
…Oman, Qatar, Russia, Saudi Arabia, Singapore, Trinidad, the UAE, the United States and the European region. Taking a straight-line average, wholesale global gas prices averaged $4/mcf in 2016-19, with an…
…modified and retro-fitted to inflict violence or damage. Similarly, in the military sphere, one expects large super-powers such as the US, Russia and China to develop leading military technologies, but…
…zero’ scenario. Alternatively, might China ramp its coal to cure energy shortages, especially as Europe bids harder for renewables and LNG post-Russia? Today’s note presents our ‘top ten’ charts on…
…events in 2022 have created a new appetite for self-reliance; avoiding excessive dependence upon particular suppliers, in case that relationship should sour in the future. China’s exports are 5x Russia’s….