the research consultancy for energy technologies
…EVA encapsulants in solar panels, to the resins in wind turbine blades, to strong and light-weight components in more efficient vehicles, to polyurethane insulating materials surrounding substantively all electric components,…
Global energy investment will need to rise by c$220-270bn per annum by 2025-30, according to the latest data from the IEA, which issued its ‘World Energy Investment’ report this week….
We define a “good battery” as one that enhances the efficiency of the total energy system. Conversely, a “bad battery” diminishes it. This distinction matters and must not be overlooked…
…versus gasoline cars and EVs Relative time taken to charge scooters versus EVs using solar panels The proportion of scooter trips that replace gasoline car trips in eight cities Profiles…
Technology leadership is crucial in energy. It drives costs, returns and future resiliency. Hence, we have reviewed 3,000 recent patent filings, across the 25 largest energy companies, in order to…
…be flexed in the model, for stress-testing purposes, include the growth rates of renewables (wind and solar), the rise of electric vehicles, the rise of heat pumps, the phase-out of…
…(chart below, note here). Leaders not followers. 2018 did include some encouraging solar innovations from Oil Majors, as reviewed in our data-file (below). But as we start reviewing 2019’s patent…
…We have produced similar charts for other turbine manufacturers as well. Vestas Revenues and Margins Other margin drivers? Wind is less economically competitive than solar and more prone to cost…
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to…
…reduced through wind, solar, nuclear and efficiency improvements; high-carbon fossil fuels like coal are entirely switched to >50% lower carbon fossil fuels like gas; and a large portion of the…