the research consultancy for energy technologies
…explanation of operating parameters in the model. Please download the data-file to stress-test sensitivities to capex costs, opex costs, gas efficiency, gas prices, power prices, CO2 prices and fiscal regimes….
…for the gas industry. The three benefits are superior volumes, pricing power and acceptance in the energy transition, as explained on pages 17-19. Leading projects are profiled on page 20,…
…Greater energy density often comes at the cost of safety risks (#5) or degradation. Greater longevity often comes at the cost of lower power and slower charging. So be wary…
…power markets are modelled on page 4, showing how demand will rise at c1% per year, plus the relative growth rates of renewables and gas. The impacts on gas markets…
…each company is focused. Covered companies include H2B2, Haldor Topsoe, Honda, H-Tec, Hydrogenics, ITM Power, Joi Scientific, Kobelco, NEL, Panasonic, Siemens, Sunfire, Tianjin Mainland, Toshiba, Toyota, Verde and Yangzhou Zhongdian….
…cart The importance of green hydrogen cost deflation is quantified on pages 2-4, using worked examples from the power industry, trucking industry and by comparison to blue hydrogen. Total installed…
Smart energy systems are capable of transmitting and receiving real-time data and instructions. They open up new ways of optimizing energy efficiency, peak demand, appliances and costs. Over 100M smart…
…of SOFCs could eventually become very exciting for low-carbon heat and power (model here). But our conclusion from the latest patents is that the technology is not yet on the…
…to reaching ‘Net Zero’, the greatest risks and opportunities that we have found in the transition, and the analysis that has most shaped our views. (1) The single most powerful…
…an increasing risk of blowing ‘investment bubbles’ (pages 2-4) (2) Renewables’ grid volatility is also reaching new levels, creating a new opportunity to absorb excess power supplies (pages 5-7) (3)…