Remote possibilities: working from home?
The COVID-19 crisis will structurally accelerate remote working. The opportunity is explored in our 21-page report. It can save 30% of commuter journeys by 2030, avoiding 1bn tons of CO2…
Global coal production: supply outlook in energy transition?
…projected out to 2050. The real world may not follow a straight line of pragmatic progress, but instead fluctuate between fantasy and crisis. During times of energy crisis, such as…
Neodymium market: our top ten facts?
…is 0.003ppm. This all suggests that there is no shortage of Neodymium in the Earth’s crust, only a possible shortage of projects to extract and upgrade it economically from high-grade…
Energy crises: an overview from history?
This data-file tabulates the key features of a dozen energy crisis, caused by shortages of coal, oil, gas or electricity, since the start of the twentieth century; including the 1973-74…
How do commodities perform during recessions?
…-23% peak-to-trough, but in two-thirds of the recessions, energy prices continued spiking for an average of 6-months after the recession started, suggesting that energy shortages were a cause. Gold is…
Manufacturing utilization rates by industry?
…rates of different industries over time, based on a variety of data sources. Average US manufacturing utilization rates ran at almost 80% prior to the COVID crisis, to sustain c10-20%…
Energy Technologies and Energy Transition
…Our long-term outlook sees sharp demand growth for natural gas, while oil could also rebound rapidly after the COVID crisis. Hence we bridge to record under-supply in both commodities in…
Energy security: the return of long-term contracts?
…is showing its limitations. Challenge #1 for liquid spot markets is that prices can explode in a shortage. We review energy costs, price elasticity factors, and their consequences on pages…
Hydrogen evolution: outlook for industrial gases?
…which is 2.5% of total global CO2 emissions, at an average CO2 intensity of 12 tons/ton (page 5). There is no shortage of commentary into how the world should decarbonize….
Electric vehicles: motors and magnets?
…in Rare Earth metals production, while in times of shortage, OEMs will sacrifice efficiency by thrifting out bottlenecked materials and relying on induction or electromagnetic machines. For more details, please…