The Energy Mix: 2050 and 2100

…coal and gas demand, as well as global carbon emissions. We are positive on renewables, but fossil fuels retain a central role, particularly natural gas, which could ‘treble’ in our…

Perovskites: Lord of Light?

Perovskites are the fastest-improving solar innovation. The best test-cells hit a new record of 28% efficiency last year, with line-of-sight to the mid-30s, i.e., 2x more efficient than today’s…

Solar Innovation at Big Oil?

“If you invest with the same technology as everyone else, you may get the same returns as everyone else”. This adage matters for renewables, where we gather single digit IRRs…

Will renewable growth slow down from 2020?

The growth of renewables has been revolutionary, with wind and solar costs emerging towards the bottom of the global cost curve, scaling up at a pace of 270TWH pa. However,…

Gas-to-Power Project Economics

…interesting, as requisite power prices could be doubled if gas is marginalized as a ‘backup fuel’ to renewables; the model seems to support a role for gas in baseload generation….

Patent Leaders in Energy

…quantify our “Top Ten” patent leaders in energy. https://vimeo.com/357450011 This 34-page note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables….