…increasing the sizes of storage tanks to increase flexibility. Volatility is also growing in the global energy system, which may allow owners of midstream infrastructure to generate excess returns in…
…down the capex costs of pumps, other pump opex, pump energy consumption and the efficiency of pumps from first principles. $499.00 – Purchase Checkout Added to cart This data-file captures the energy…
Energy transition is the largest construction project in human history. But building in boom times is associated with 2-3x cost inflation. This 10-page note reviews five case studies of prior…
…platinum and palladium, the long-term demand drivers for PGMs in energy transition, and profiles leading PGM producers. $599.00 – Purchase Checkout Added to cart Our electric vehicle outlook has been revised down…
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…Paradox” that more efficient energy technology has historically increased energy demand. [/restrict] Please log in to view this content Username or Email * Password * Log In Our conclusion is…
This data-model calculates risk-adjusted returns available for different portfolio weightings in the energy sector, as companies diversify across upstream, downstream, chemicals, corporate, renewables and CCS investments. The methodology is a…
Energy transition is maturing as an investment theme. ‘Obvious’ portfolio tilts are beginning to look over-crowded. Non-obvious ones are looking over-looked. This note outlines the ‘top ten’ themes that excite…
Additive manufacturing (AM) can eliminate 6% of global CO2, across manufacturing, transport, heat and supply chains. This 21-page note on how additive manufacturing benefits the energy transition via 3D printing…
35bn tons of desalinated water are produced each year, absorbing 250 TWH of energy, or 0.4% of total global energy consumption. These numbers will likely rise, due to demographic trends,…