The Ascent of LNG?

LNG demand the bull case

…investment in unsanctioned LNG projects. [restrict] Consensus LNG demand? A simple model of global LNG demand is shown below (and downloadable here). It is created by extrapolating recent trends in…

Copper: global demand forecasts?

Global copper demand in the energy transition

…of transport. You can stress test half-a-dozen key input variables in the model. $499.00 – Purchase Checkout Added to cart This data-file estimates the growth in global copper demand in the energy…

Data-centers: electricity use and demand shifting?

Data-centers shift electricity demand

This data-file estimates data-centers’ electricity use and ability to demand shift. Large data centers how power demand in the range of 50-500MW. Around 40% of their electrical loads can demand

Residential energy consumption over time?

…other hand, new categories of demand, such as air conditioning and other appliances, have more than offset the efficiency improvements in individual devices such as refrigerators. Heating demand for houses…

COVID-19 Impacts on US Gasoline Demand?

Oil demand destruction due to COVID-19 coronavirus

…8x deeper demand destruction for gasoline. Such steep declines are not inconceivable, from a modelling perspective. They could underpin a c10Mbpd YoY collapse in global oil demand. How quickly could…

Carbon capture and storage: research conclusions?

…trucking small-scale CO2 for c$17/ton per 100-miles (note here, model here). Similarly, seaborne transport of CO2 costs $8/ton/1,000-miles (model here), and this also opens up a possibility for the LNG…

COVID-19 Impacts on Global Oil Demand?

covid 19 impact on global oil demand

The impacts of COVID-19 on global oil demand are extremely uncertain. However, this model aims to help you bound the uncertainties, disaggregating 2020 oil demand in the developed and the…

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