Global gas: five predictions through 2030?
…to cart Our starting point for understanding Europe’s gas market in 2022 to 2030 is to consider the ramp up of new energies. We see enough growth from wind and…
Eaton: breakdown of revenues by product category?
…for power electronics, in order to integrate volatile wind and solar resources into grids, protect sensitive equipment and electrify more industrial and consumer processes. We have written excitedly about power…
Hydrofluoric acid: the economics?
…It is used to make fluorinated polymers, as feature in solar, batteries, wind and power cables. It is used to make cryolite, for aluminium refining, as is necessary for long-distance…
Fluorinated polymers: flying under the radar?
Fluorinated polymers are a ‘stealth bottleneck’ for the energy transition: used in solar back-sheets, battery binders/separators, wind blades, and across the hydrogen chain. But low down the bill of materials,…
Nuclear life extensions: costs and case studies?
…plant costs around 80-90% less than constructing a new one. It also costs around 25-50% less than constructing new wind and solar, using a rounded $1,000/kWe ballpark. Increasing the capacity…
Nature based solutions: CO2 removals in 2022?
…step-change feels similar to the contrast between modern renewables and the small, inefficient wind and solar plants being constructed in the mid-2000s. We offer up some predictions on page 11….
Decarbonizing global energy: the route to net zero?
…up to 200GTpa of CO2 abatement, with costs ranging from $0/ton to $1,000/ton (cost curves and big-picture numbers on pages 4-6). Commodity markets? The resultant balance of wind, solar, nuclear,…
Global energy: ten themes for 2023?
…will still be to ramp wind and solar ever faster (forecasts on page 4). This creates bottlenecks. In 2023, it will be crucial to distinguish between ‘soft bottlenecks’, ‘hard bottlenecks’…
Albedo of different landscapes: a challenge for reforestation?
…in Europe, finding 5-15pp higher absolute cloud cover during summer months over the forests (compared with surrounding cropland), and consistently higher cloud cover downwind of the forest. The downwind effect…
Methane slip: how much gas evades combustion?
…where our mid-point estimate is around 3.5% of the gas, but some studies have estimated leakage rates as high as 10%. Especially during high wind speeds, there is a danger…