Battery Storage Costs: the economics?
This model shows the full-cycle cost of storing a kWh of electricity, across ten different technologies that have been proposed to backstop renewables. The model allows you to flex input…
Satellites: the spy who loved methane?
…contact us. Renewables slow-down: Could it be soooner? Another theme for 2020 is whether renewables growth will slow down, as heartland markets reach grid saturation. This was the precedent when…
What oil price is best for energy transition?
It is possible to decarbonize all of global energy by 2050. But $30/bbl oil prices would stall this energy transition, killing the relative economics of electric vehicles, renewables, industrial efficiency,…
Energy Technologies and Energy Transition
…output, across 50 research notes and 40 online articles since April-2019. Energy Transition Technologies The most economic route to ‘net zero’ is to ramp renewables to 20% of the total…
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…
Decarbonized power: how much wind and solar fit into the optimal grid?
…further 2-5x to accommodate just 3-15% more renewables. The lowest-cost, zero-carbon power grid, we find, comprises c25% renewables, c25% nuclear and c50% decarbonized gas, with an incentive price of 9c/kWh….
Is the world investing enough in energy?
…meet future demand in 2025-30– whether emissions are tackled or not. The need for oil investment is most uncertain. More gas investment is needed in any scenario. And renewables investment…
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…
Under-investment risks in the energy transition?
…have elevated capital costsby 4-7% for oil and by c25% for coal, compared with the early 2010s. One consequence will be to concentrate capital into renewables, gas, and shorter-cycle oil projects…