the research consultancy for energy technologies
New AI data-centers are facing bottlenecked power grids. Hence this 15-page note compares the costs of constructing new power lines, gas pipelines or fiber optic links for GW-scale computing. The…
Cutting-edge LNG technologies can deliver 15% pre-tax IRRs, taking in $3/mcf gas and selling $10/mcf LNG: even after scaling down to nano-sized 4kTpa units. This data-file shows our workings, across…
Multiple records have just been broken for an LNG-powered ship, as construction completed at Heerema’s “Sleipnir” heavy-lift vessel (charted above). It substantiates our recent deep-dive note, which sees 40-60MTpa upside…
…basins, using a factor breakdown. Total production in month T1 = Total production in month T0 + new additions – base declines. To calculate new monthly additions, we multiply (a)…
What is the best way for investors to decarbonise the global energy system? We argue this outcome is achievable by 2050. But a new ‘venturing’ model is needed, to incubate…
…of new passenger cars (i.e., sedans) in the United States has doubled over the past half century, from 15mpg in 1976 to 33mpg in 2022 (+120%, +1.8% pa, yellow line…
…upon IRRs and their sensitivity to input variables. Examples of CHP installations are presented on page 15, to identify details and characteristics of prior projects. Companies that may benefit from…
…stations side-by-side, here. If we take the example below, in New York’s Central Park, the adjusted/homogenized and unadjusted data are not materially different, especially in recent years. Although the uncertainty…
This model aims to calculate global wind and solar capacity additions. How many GW of new capacity would be needed for renewables to reach 30% of the global energy mix…
Perceptions in the energy transition are likely to change in 2022, amidst energy shortages, inflation and geopolitical discord. The biggest change will be a re-prioritization of US LNG. At a…