LNG in transport: scaling up by scaling down?

Next-generation technology in small-scale LNG has potential to reshape the global shipping-fuels industry. Especially after IMO 2020 sulphur regulations, LNG should compete with diesel. This note outlines the technologies, economics…

LNG as a Shipping Fuel: the Economics

This model provides line-by-line cost estimates for LNG as a shipping fuel, compared against diesel. We used industry data and academic studies to estimate the all-in costs for (a) trucking…

Long-Term LNG Supply: Path-Dependent?

Our LNG supply model looks project-by-project, across 115 LNG facilites: including c40 mature plants, c15 under development, c20 in design and c30 under discussion. Our base case supply estimates come…

De-carbonising carbon?

Decarbonisation is often taken to mean the end of fossil fuels. But it could become more feasible simply to de-carbonise fossil fuels. This 19-page note explores two top opportunities: next-generation…

Global shipping and the switch from fuel oil?

The 240MTpa shipping-fuels market will be disrupted from 2020, under IMO sulphur regulations. Hence, this data-file breaks down the world’s 100,000-vessel shipping fleet into 13 distinct categories. Fuel consumption is…

Fuel Cell Patents: twenty years of progress?

This data-file tabulates the numbers of patents filed into different types of fuel-cells, from 2000-2020, globally and in key geographies: China, Japan, Korea and the US. Research activity peaked in…

Global CCS Projects Database

This data-file captures 65 carbon capture and storage (CCS) facilities around the world, of which c30 are currently running, with capacity to sequester 40MTpa of CO2. Capacity should rise 2.5x…

The Top Public Companies for an Energy Transition

This data-file compiles all of our insights into publicly listed companies and their edge in the energy transition: commercialising economic technologies that advance the world towards ‘net zero’ CO2 by…