All the coal in China: our top ten charts?
Chinese coal provides 15% of the world’s energy, equivalent to 4 Saudi Arabia’s worth of oil. Global energy markets may become 10% under-supplied if this output plateaus per our ‘net…
Eaton: breakdown of revenues by product category?
…Nevertheless, our breakdown does yield some conclusions. Exposure to the energy transition. We think 25% of Eaton’s business is less directly exposed to the energy transition, albeit it is still…
How do commodities perform during recessions?
…-23% peak-to-trough, but in two-thirds of the recessions, energy prices continued spiking for an average of 6-months after the recession started, suggesting that energy shortages were a cause. Gold is…
Prime movers: efficiency of power generation over time?
…ever-rising energy efficiency in power cycles. Likewise, there are energy penalties for CCS. The data-file profiles the efficiency of power generation over time, noting 15 different technologies, their year of…
Super-alloys: what role in energy transition?
…gas turbines, jet engines (whether fueled by oil, hydrogen or e-fuels), vehicle parts, CCS, and geopolitical resiliency. Hence this 15-page report explores nickel-niobium super-alloys, energy transition upside, and leading companies….
Thermal power plant: loss attribution?
This data-file is a simple loss attribution for a thermal power plant. For example, a typical coal-fired power plant might achieve a primary efficiency of 38%, converting thermal energy in…
Energy technologies: the pace of progress?
This 12-page note looks back over 5-years of energy technology research. Progress has often been slower than we expected. Maturing early-stage technology takes 20-30 years. Progress slows as work shifts…
HJT solar: Indium summer?
…from solar? Some commentators argue that high cost materials, energy-intensive materials or CO2-intensive materials count against ramping up solar. Indium is a very high cost, energy intensive and CO2 intensive…
Industrial ecosystems: on the shoulders of giants?
…for economic forecasts and valuations. $499.00 – Purchase Checkout Added to cart Over the past five years, we have mapped 150 industrial value chains for our energy transition models. As a general…
DAC to the future?
…could be materially less than via green hydrogen (page 13). Can DAC costs get to $100/ton? Our DAC economic model captures the capex costs, utilization rates, energy use, energy cost…