Shoals Technologies Group manufactures electrical balance of system solutions for solar energy projects, focused on promoting reliability, safety and ease of installation. The company went public in January-2021, raising $1.9bn…
We have modelled the full-cycle economics of a green hydrogen value chain to decarbonize trucks. In Europe, at $6/gallon diesel prices, hydrogen trucks will be 30% more expensive in the…
Electrification is the largest, most overlooked, most misunderstood part of the energy transition. Hence this 10-page note aims to explain the upside, simply and clearly. Electricity rises from 40% of…
This data-file tracks wind patents, across 20 traditional energy companies, comprising cap goods conglomerates, Oil Majors and Offshore Oil Services. The aim is to assess which companies have differentiated IP…
There is only one way to decarbonise the energy system: leading companies must find economic opportunities in better technologies. No other route can source sufficient capital to re-shape such a…
20% of Europe’s renewable electricity currently comes from biomass, mainly wood pellets, burned in facilities such as Drax’s 2.6GW Yorkshire plant. But what are the economics and prospects for biomass…
There is only one way to decarbonise the energy system: leading companies must find economic opportunities in better technologies. No other route can source sufficient capital to re-shape such a…
This model indicates the economics of a typical utility-scale solar project, as a function of a dozen economic inputs: capex costs per MW, power prices, solar insolation, panel efficiency, decline…
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…
This is a simple model calculating the economics of a typical rooftop solar water heater, which can save around 1T of CO2 per household per year and lower water heating…