the research consultancy for energy technologies
…and increasingly for short-cycle shale. However, the share of these companies’ development capex in the US has averaged around 32% in the past three years. Development capex by region: losing…
…a general willingness to pay 100-200c/kWh for electricity. Companies with leading market share in diesel generators include Caterpillar, Generac, Cummins, Atlas Copco, AKSA, Aggreko. Please download the economic model, to…
…to identify the best projects (page 11). And we also discuss some leading examples from our database, including the underlying companies, both project sponsors, services, and technology providers (page 12)….
…power grid infrastructure, and possible upside for transmission utilities and companies constructing power transmission. It may also create rising demand for backup solutions, from batteries to CHPs to diesel generators….
…by companies such as Dell). Energy intensity of internet processes will almost certainly decline in the future, as traffic volumes rise. Again, we have pencilled in some estimates to our…
…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….
…We have condensed the most important considerations onto pages 11-12. Leading companies in super-alloys are concentrated across a handful of specialists. Some are divisions of large industrial conglomerates, and others…
…market opportunity available to the usual suspects in hydrogen value chains. But we also see interesting wheels in motion in the steel industry. Five companies are discussed on pages 12-13….
…the different CO2 intensities or energy intensities of different companies. The best example is looking at acreage position by position in the US oil and gas industry, refiners, gas pipelines,…
…are also adopting this strategy (details in the data-file). There is some guesswork in the data-file. For some companies, clear data are available. For others, more painfully, googling the vehicle’s…