Thermal energy storage: leading companies?

…help integrate solar and wind into power grids, by absorbing excess generation that would otherwise be curtailed, and then re-releasing the heat later when renewables are not generating. Across the…

Global steel supply-demand model?

Global steel demand

…CCS infrastructure. These numbers are dominated by the expansion of the global power grid. And by building out renewables, primarily wind. Another major trend in our analysis is shifting towards…

Oil markets: rising volatility?

There have been a total of 80 oil market volatility events from 2003 to 2023, with an average magnitude of +/- 320kbpd. The largest drops in oil production were due to sanctions or unrest.

…shale have historically buffered out the volatility, so annual oil output is 70% less volatile than renewables’ output. This 10-page note explores the numbers and the changes that lie ahead?…

Midstream gas: pipelines have pricing power ?!

High utilization can provide hidden upside for transmission operators

…it: gas use is rising, on grid bottlenecks, volatile renewables and AI; while new pipeline investments are being hindered. So who benefits here? Answers are explored in this 13-page report….

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