the research consultancy for energy technologies
…shortage of gas, adds cost. For electricity generation our base case assumptions is that the average modern gas turbine will achieve 57% electrical conversion efficiency, while the average modern coal-fired…
…seeks to cut off capital for fossil fuels. This does not yield an energy ‘transition’, but a devastating energy ‘shortage’. Scaling up new technologies requires more capital, not less (see…
…A Short History? A precedent. CAFE standards for cars are the best-known, longest-running eco-labelling program. They go back to the 1973-4 oil crisis. Today, OEMs are required to use EPA-certified…
…fire. Sabine, Corpus and Freeport cut volumes by 70% peak-to-trough during the worst of the COVID crisis. The average project in our data set ramped up 4-5MTpa LNG trains at…
…developing world, as a function of some simplifying assumptions: GDP declines, flight cancellations, travel reductions and the pace of the crisis’s resolution. Please note this model has been superceded by our…
…forecasts were overestimated prior to the global financial crisis, underestimated by an average of 1.2Mbpd from 2013-2018, then COVID de-railed 2017-19 forecasts for 2020-2025, while since 2021, estimates for 2025…
…increasingly doing more work on sustainable forestry and screening nature-based CO2 removal projects. Energy crisis: stocking up on heating fuel? Somewhere in between the productivity of a medieval peasant and…
…(further details in the notes tab). Unfortunately, this means nitric acid prices will spike to $600/ton in a gas crisis or times of severe gas shortages. CO2 intensity is estimated…
Online retail could structurally accelerate by c9% due to the COVID-19 crisis, as is projected in this model. A full breakdown of inputs and underlying data are included. Individuals that…
…Arabia’s entire oil supplies vanishing from the market every year, then magically returning the next year. Or similar to Japan having to accommodate the Fukushima nuclear crisis every other year….