Patent Leaders in Energy
Technology leadership is crucial in energy. It drives costs, returns and future resiliency. Hence, we have reviewed 3,000 recent patent filings, across the 25 largest energy companies, in order to…
Variable Power Tariffs Exacerbate Social Inequalities?
This data-file tabulates the impacts of variable electricity tariffs, after switching 4.622 households over from fixed electricity tariffs, across a large-scale sample in the United States. This theme is increasingly…
Ten Themes for Energy in the 2020s
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to…
Ten Themes for Energy in the 2020s
This short presentation describes our ‘Top Ten Themes for Energy in the 2020s’. Each theme is covered in a single slide. For an overview of the ideas in the presentation,…
Backstopping renewables: cold storage beats battery storage?
Phase change materials could be a game-changer for energy storage. They absorb (and release) coldness when they freeze (and melt). They can earn double digit IRRs unlocking c20% efficiency gains…
Energy transition: is it becoming a bubble?
Investment bubbles in history typically take 4-years to build and 2-years to burst, as asset prices rise c815% then collapse by 75%. In the aftermath, finances and reputations are both…
Moore’s law: causes and new energies conclusions?
Moore’s law entails that computing performance will double every 18-months. It was proposed in 1965. And since then, chips have consistently sustained this pace. We argue such exponential progress has…
Decarbonizing global energy: the route to net zero?
This 18-page report revises our roadmap for the world to reach ‘net zero’ by 2050. The average cost is still $40/ton of CO2, with an upper bound of $120/ton, but…