Labor intensity of energy?

…Oil-fired transportation is less efficient at 135 workers per TWH, rising to 730 per TWH if you include service station staff. Renewables have a jagged profile. A typical wind and…

Portfolio Construction for Energy Majors?

This data-model calculates risk-adjusted returns available for different portfolio weightings in the energy sector, as companies diversify across upstream, downstream, chemicals, corporate, renewables and CCS investments. The methodology is a…

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…

Green hydrogen: the economics?

…green hydrogen project. The most challenging input is not cost or efficiency, but utilization rate, if a green hydrogen project is to be truly green, and fully powered by renewables….

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…