The Ascent of LNG?
…note outlines 200MTpa of potential upside to consensus LNG demand, via de-carbonised power and shipping fuels. LNG demand could thus compound at 8% pa to 800MTpa by 2030, justifying greater…
Britain’s industrial revolution: what happened to energy demand?
…revolution were inefficient. This note presents our top five conclusions from evaluating the data. Five Conclusions into Energy Demand from the Industrial Revolution (1) Context. Useful energy demand per capita…
Oil demand: making millions?
…demand, where risks lie for oil markets, and where opportunities are greatest to drive decarbonization. We still think global oil demand plateaus around 105Mbpd mid-late in the 2020s, before declining…
Variable Power Tariffs Exacerbate Social Inequalities?
…reduction in end-demand. Peakload demand fell by 4%. However, socially “vulnerable” consumers suffered disproportionately, only achieving a 2% decrease in peakload demand. Hence, while monthly power prices rose by 18%…
On the road: long-run oil demand after COVID-19?
…lower load factors and resultant traffic congestion. $599.00 – Purchase Checkout Added to cart Upgrades to our granular 2020-2050 oil demand models, including headline numbers, are outlined on pages 2-3. Travel demand…
India: electricity demand and power grid over time?
India’s electricity demand is growing by 6-8% per year (+100-140 TWH per annum). But 75% of India’s power still comes from coal, which has itself grown at a 5% CAGR…
Electricity demand for electric vehicles?
…demand, as part of our roadmap to net zero. This data-file quantifies electricity demand for EVs by region and over time, including data into the real-world fuel economy of EVs….
Commodity intensity of global GDP in 30 key charts?
…could even slow from here. While surprisingly many other commodities show demand increasing in line with, or above GDP growth. $399.00 – Purchase Checkout Added to cart Each $M of global GDP…
Disrupting Agriculture: Energy Opportunities?
…direct CO2 savings of 400MTpa, enough to offset 10% of US oil demand; 2bcfd of upside to US gas demand; and enough land would be freed up to decarbonise all…
Lithium: global demand forecasts?
This data-file estimates global lithium demand under our roadmap to net zero, and integrates with our oil market models. The data are disaggregated across electric vehicles, new vehicle types, consumer…