Smart Energy: technology leaders?
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…
LEDs: seeing the light?
…and use in digital devices. We have screened 20 mature and (mostly) profitable pure plays. $599.00 – Purchase Checkout Added to cart LEDs generate light as a direct current passes across a…
Bill of materials: electronic devices and data-centers?
…Steel is the joint largest material exposure for electronic devices, although this is unsurprising, as steel is the most-used structural material on the planet, and in digital devices as well,…
CO2 intensity of materials: an overview?
…we cannot plot the data in kWh/ton or CO2/ton. This includes the CO2 of different forms of transportation, digital processes, or hydrogen. Agricultural commodities are also not captured in the…
New energies: filter feeder?
The $1bn pa harmonic filter market likely expands by 10x in the energy transition, as almost all new energies and digital technologies inject harmonic distortion to the grid. This 17-page…
Efficient frontiers: improvements from a CO2 price within oil and gas?
…$100/ton, including implications for oil producers, is presented on pages 10-11. Further efficiency gains, such as preventing methane leakages, adopting more digital solutions, and electrifying frac fleets are presented on…
Power grids: opportunities in the energy transition?
…and controllability of electrified technology is usually 3-5x higher than comparable heat engines. It is analogous to the shift from analogue to digital. 40% of the world’s useful energy is…
Global tin demand: upside in energy transition?
…Demand forecasts can be stress-tested in the data-file, varying with GDP (chart below), future growth of solar, EVs and digital devices, phasing out of lead acid batteries for other battery…
Shale oil: fractured forecasts?
…We spent summer of 2017, reading several hundred technical papers from the US shale industry, and published a 200-page book arguing shale was a “new technology paradigm, a digital revolution,…
Vestas: where’s the IP?
…on the largest nameplate capacity. Vestas’s patents focus on reliability, operability, digital monitoring, ease of installation, ease of maintenance and the longevity of turbines. It leads the industry by 20-100%…