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  • Ground source heat pumps: the economics?

    Ground source heat pumps: the economics?

    A ground source heat pump approximately doubles the efficiency of home heating and cooling, through heat-exchange with the shallow earth, which remains at 10-15ยฐC temperatures year-round.ย This data-file captures the cost and CO2 savings.

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  • Coal miners: a screen of Western companies?

    Coal miners: a screen of Western companies?

    In 2022-25, bizarrely, we could be in a market where deployment of important energy transition technologies is being held back by energy shortages and metals shortages, which both pull on the demand for coal. This data-file screens fifteen of the largest Western coal producers.

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  • Air conditioning: energy demand sensitivity?

    Air conditioning: energy demand sensitivity?

    This data-file quantifies air conditioning energy demand. In the US each 100 variation in CDDs adds 26 TWH of electricity (0.6%) demand and 200bcf of gas (0.6%). Air conditioning already consumes 7% of all global electricity and could treble by 2050.

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  • Wind and solar: curtailments over time?

    Wind and solar: curtailments over time?

    Wind and solar curtailments now average 8% across different grids that we have evaluated in this data-file, and have generally been rising over time, especially in 2024. The key reason is grid bottlenecks. Grid expansions are crucial for wind and solar to continue expanding.

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  • Advanced Conductors versus ACSR: costs and companies?

    Advanced Conductors versus ACSR: costs and companies?

    Advanced conductors have 2x higher amperage capacities and temperature limits than standard Aluminium Conductor Steel Reinforced (ACSR) used in AC transmission lines. This data-file screens Advanced conductors versus ACSR on dimensions such as tensile strength, performance and costs, and also screens leading companies.

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  • Residential energy prices: reasons for optimism?

    Residential energy prices: reasons for optimism?

    Residential energy prices tend to run 4x higher than underlying wholesale energy prices. This is a very wide margin, as by contrast, typical commoditized products in supermarkets are usually only marked up by about 2x, compared to their wholesale prices. Today’s data-file compares retail prices vs wholesale prices across a dozen different categories. A remarkable…

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  • European energy: the burial of the dead?

    European energy: the burial of the dead?

    Europeโ€™s energy ambitions are now intractable: It is just not feasible to satisfy former climate goals, new geopolitical realities, and also power future AI data centers. Hence this 18-page report evaluates Europeโ€™s energy options; predicts how policies are going to change; and re-forecasts Europeโ€™s gas and power balances, both to 2030 and to 2050.

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  • Smart meter installations by region over time?

    Smart meter installations by region over time?

    Our smart meter data-file cpatures 1.1bn global smart meter installations by region and over time. Smart meters automate the submission of consumption data to the grid, while opening the door to real-time monitoring and load disaggregation, which can reduce total demand by 9% and peak demand by 13%. Opportunities are growing alongside AI. Leading companies…

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  • Renewables: share of global energy and electricity by country?

    Renewables: share of global energy and electricity by country?

    This data-file is an Excel “visualizer” for some of the key headline metrics in global energy: such as total global energy use, electricity generation by source and growing renewables penetration; broken down country-by-country, and showing how these metrics have changed over time.

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  • Global CCS Projects Database

    Global CCS Projects Database

    Over 400 CCS projects are tracked in our global CCS projects database. The average project is 2MTpa in size, with capex of $600/Tpa, underpinning over 400MTpa of risked global CCS by 2035, up 10x from 2019 levels. The largest CO2 sources are hubs, gas processing, blue hydrogen, gas power and coal power. The most active…

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