Oil markets: rising volatility?
…To answer these questions, we have aggregated oil production by country by month. Then we have reviewed the data line-by-line, excluded conscious decisions to raise/lower production in response to prices…
Bottlenecked grids: winners and losers?
…3). The biggest impacts are seen for the rise of the internet, manufacturing, and consumer prices, leading to inflation (pages 4-5). Most impacted are new energies categories that rely upon…
Data-centers: the economics?
…ComputePerformance tab). Reliability is also crucial to the economics of data-centers: uptime and utilization have a 5x higher impact on overall economics than electricity prices. This makes it less likely…
Midstream gas: pipelines have pricing power ?!
…gas prices are becoming increasingly volatile. These effects are all discussed on pages 2-3. In any other industry, these conditions — demand surprising to the upside, supply stagnating, and increasing…
Transformer shortages: at their core?
Transformers are needed every time voltage steps up or down in the power grid. But lead times have now risen from 12-24 weeks to 1-3 years. And prices have risen…