Nature based solutions: CO2 removals in 2022?
…price inflation in 2023. But we are also aware of a new generation, of especially high-quality projects, coming to the market. The step-change feels similar to the contrast between modern…
Blue steel: construction boom?
…hydrogen and blue ammonia. Both currently seem to be booming in the US, following new incentives in the Inflation Reduction Act (IRA). And we think there are five factors underpinning…
Decarbonizing global energy: the route to net zero?
…world is now in an era of pervasive shortages, meaning slower progress, re-inflation, higher risking (pages 9-10). Our full roadmap to net zero is summarized on pages 11-17. The goal…
Global energy: ten themes for 2023?
…Especially for shale (page 9). Should it be for ever-greater shareholder returns, funding more growth to alleviate energy shortages, decarbonization, or eaten up by re-inflation in the energy services industry?…
LNG: top conclusions in the energy transition?
…LNG supply model. We have also screened LNG shipping companies. But the question that fascinates us most is whether upcoming project sponsors can avoid the cost inflation that marred the…
Silver and gold: medal winners?
Gold and silver are stores of value, especially in a world of persistently high inflation and low rates. Silver is also likely to be the main bottleneck for solar in…
Hydrogen: overview and conclusions?
…in 1980 amidst the oil shocks, which in today’s money is similar to the $325bn Inflation Reduction Act. It completely missed its targets of unleashing 2Mbpd of synfuels by 1992,…
Energy policy: unleashing new technologies?
…the energy-climate portion of 2022’s Inflation Reduction Act. We explore other similarities between energy policies in the 1980s, the creation of the SFC, and emerging policies in the energy transition…
Boston Metal: molten oxide electrolysis of steel?
…4GTpa, or 8% of the global total (data here). We think a key challenge for decarbonizing steel is to avoid large inflation in steel costs, which would cascade through to…
CCS challenges: by any amines necessary?
…CO2 trucks, CO2 shipping and CO2 disposal — on page 2. What now? Conventional CCS is likely to accelerate, due to reforms to the 45Q, in the US Inflation Reduction…