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…

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,…

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….

Variable Power Tariffs Exacerbate Social Inequalities?

…important as intermittent renewables reach saturation in developed world power grids. Residential electricity demand is inelastic, with a 20% price-increase yielding a mere 1% reduction in end-demand. Peakload demand fell…

Why the Thunder Said?

Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…

European Natural Gas Demand Model

This model estimates European gas demand in the 2020s, as a function of a dozen input assumptions, which you can flex. They include: renewables’ growth, the rise of electric vehicles,…