The Most Powerful Force in the Universe?
…way to drive the energy transition will be to maximise carbon-adjusted investment returns. Our starting point is the chart below, which focuses on the power of compound interest, “the most…
…way to drive the energy transition will be to maximise carbon-adjusted investment returns. Our starting point is the chart below, which focuses on the power of compound interest, “the most…
…in, flexible risers, subsea power or pipe-lay. One large subsea EPC screens as ‘Top 5’ on most categories, but is facing strong competion across the board. Covered companies include: ABB,…
…Ceres, Giner, ITM, Plug Power), to evaluate which companies have the most IP in the industry, who has been accelerating and who is being overtaken (chart below). We also focus…
…than the underlying battery, after reflecting the balance of system, power equipment, controls and communication, systems integration, grid installation, EPC concentrators and development costs. For example, a lithium ion battery…
…improvement on helicopters, but still fall short of trucks, we estimate. Specifically, the Flying Whales airships consume 1.5MW at peak cruise speeds around 100kmph. This power consumption is equivalent to…
…into pulp/paper, wood fuel or biomass power, then our model ‘gives back’ the CO2 and does not allow credits to be booked. Timber prices are tracked here. Also note that…
…the data-file. After amortizing the CO2 emissions of producing the battery, the CO2 emissions per mile are 50% lower for an electric vehicle that is charged by the US power…
…cart We model the incentive price for each project, i.e., the power price that is needed to earn a 10% levered but unsubsizided return. There is little evidence for deflation….
…much as 850kg/boe. Generating 1MWH of power from natural gas emits 0.35T of CO2, versus 0.85T for coal (chart below, data here). But it has been criticized by some commentators…
…cost-deflation, utilization, power prices, gas prices and water prices. (gas- and water-intensity of the process should be noted). Related research. Carbon Engineering is commercializing a ‘wet process’ for DAC using…