…calculate how much disruption lies ahead for the industrial gases industry? For blue hydrogen (or turquoise hydrogen), what volume of input natural gas is required in bcfd, and how much…
…chains, and in several types of new energies such as redox flow batteries or pumped hydro. We also think that some industrial facilities may be able to benefit from increasingly…
…‘Herfindahl Hirschman Index’, which are explained on pages 2-3, including examples from our database, such as industrial gases and the recent consolidation in US E&P. What is the typical concentration…
…help feeling that the world is careening towards a strange dichotomy between carbon-abolitionist nations and carbon-emitting industrial titans, somehow strangely reminiscent of the United States in the 1840s and 1850s….
…and industrial landscape, amidst the transition to net zero. The geographies that are most represented in our database of energy transition companies include the US (over 500 companies, 38% of…
Perfluorinated sulfonate (PFSA) membranes, such as Nafion, are the crucial enabler for PEM electrolysers, fuel cells and other industrial processes (e.g., chlor-alkali plants). The market is worth $750M pa. The…
…bottlenecks, with long delays to interconnect new loads? Everything changes. Hence this 16-page report looks across the energy and industrial landscape, to rank the implications across different sectors and companies….
…also increase the market for diesel gen-sets from 3GW pa to 7 GW pa. Hence we have been exploring companies in medium-scale commercial and industrial power generation, such as Generac….
…the US, the average residential household uses 10MWH pa, the average commercial business uses 70MWH and the average industrial facility uses 2GWH. Costs approximately halve when average power use per…
…models, as building any new piece of infrastructure requires access to that infrastructure, whether it is a wind farm, solar project, power transmission line or any other industrial facility. Our…