…$40/ton of CO2, with an upper bound of $120/ton, but this masks material mix-shifts. New opportunities are largest in efficiency gains, under-supplied commodities, power-electronics, conventional CCUS and nature-based CO2 removals….
…this masks material mix-shifts. New opportunities are largest in efficiency gains, under-supplied commodities, power-electronics, conventional CCUS and nature-based CO2 removals. Important note: our latest roadmap to net zero is from…
…is to explore three enormous questions that are increasingly on our minds: (1) How would the world look different if the record gas and power prices seen in winter-2021/22 were…
…CO2 and energy intensity of each of these materials in turn (pages 4-7). Specialized supply chains tighten most. We identify three specific industries which would effectively see unlimited pricing power…
…transition sees captures wind turbine capex costs, wind opex costs, wind EROEI, materials intensity, upscaling towards larger turbines, downstream implications for power grids, and other companies across the supply chain….
This 14-page note compares the economics of EV charging stations with conventional fuel retail stations. They are fundamentally different. Our main question is whether EV chargers will ultimately get over-built,…
…(20-25%), blue hydrogen (30%) and CCS (c33%). Generally these blends do not look too bad on costs, inflating a marginal cost around 8c/kWh for conventional gas power to around 9-10c/kWh….
…laid out on pages 12-13. To read about some of our ideas on how to cure emerging energy shortages in the gas and power sectors, please see our article here….
…an overview of economic ratios from different models across conventional power, renewables, conventional fuels, lower-carbon fuels, manufacturing processes, infrastructure, transportation and nature-based solutions, please see our article here. $199.00 – Purchase Checkout…
…majority of anecdotes and data-points for this article. Source: Yergin, D.(1990). The Prize: The Epic Quest for Oil, Money & Power. Simon & Schuster. London. I cannot recommend this book highly…