Search results for: “gas”
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Power capacity of a typical home?
A typical home in the developed world currently has a 10kW maximum power capacity before tripping its circuit-breaker (although it varies). This could easily double in the energy transition, due to phasing back gas heating, gas cooking and the addition of home charging stations for electric vehicles.
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Turquoise hydrogen from methane pyrolysis: economics?
Turquoise hydrogen is produced by thermal decomposition of methane at high temperatures, from 600-1,200◦C. Costs can beat green hydrogen. This data-file quantifies the economics (in $/kg), how to generate 10% IRRs, possible capex costs, and remaining challenges for commercialization.
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Form Energy: long-duration battery breakthrough?
Form Energy is aiming to commercialize a metal-air battery, for long-duration energy storage, using only safe and Earth-abundant materials. The first 1MW/150MWH system could be deployed by 2023. Compared to other patent libraries, we have found it harder to de-risk Form’s technology.
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Energy transition: top commodities?
This data-file summarizes our latest thesis on ten commodities with upside in the energy transition. The average one will see demand rise by 3x and price/cost appreciate or re-inflate by 100%. The data-file contains a 6-10 line summary of our work into each commodity.
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Integrated energy: a new model?
This 14-page note lays out a new model to supply fully carbon-neutral energy to a cluster of commercial and industrial consumers, via an integrated package of renewables, low-carbon gas back-ups and nature based carbon removals. This is remarkable for three reasons: low cost, high stability, and full technical readiness.
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US CCS: market sizing?
This data-file aims to bound the potential market-size for CCS in the US, which is around 500MTpa. Our bottom up calculations look industry-by-industry. To put this in perspective, we also quantified how many million tons of oil and gas have been extracted out of subsurface reservoirs in the US over the past 40-years.
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Compressor costs: a simple overview?
This data-file aims to give a helpful, basic overview of the $40bn pa compressor market, between centrifugal, reciprocating and screw compressors. A typical industrial unit is 50kW and costs $850/kW on an installed basis. Companies and efficiency calculations are also given.
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Energy crises: an overview from history?
This data-file tabulates the history of energy crisis, by profiling a dozen energy crises that were caused by shortages of coal, oil, gas or electricity, since the start of the twentieth century. On average, prices have increased by 2.3x during an energy crisis, and been followed by rationing.
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European energy use: by industry, by fuel, by country?
Europe comprises 7% of the world’s population, and 17% of its energy use. The purpose of this data-file is to disaggregate the energy use across 25 industries, six energy types and 28 countries. The data-file were updated in 2025, reflecting lagged Eurostat data from 2023.
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Russia: a breakdown of export revenues?
Russia’s total total exports ran at $425bn in 2019, comprising $225bn of oil, $55bn of gas, $50bn of metals, $20bn of coal, $30bn basic materials and $25bn of ag products. 55% of the total goes to Europe. This data-file gives a breakdown for 100 products across 200 countries, to allow for stress-testing.
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