Gas turbines: what market size in energy transition?

combined heat and power turbines

Combined heat and power systems are 20-30% lower-carbon than today’s gas turbines, as they capture waste heat. They are also increasingly economical to backstop renewable-heavy grids. Amidst uncertain policies, the…

Border taxes: a carbon curtain has descended?

World CO2 Intensity

As Europe advances its decarbonization agenda, a ‘border adjustment mechanism’ has now been proposed to mitigate carbon leakage. Its initial formulation is modest. But it will snowball. And ultimately divide…

Container freight: shipping economics?

Economics of container shipping

This data-file models the total costs of shipping a container c10,000 nautical miles from China to the West. Specifically, we calculate what freight rate is required to earn a 10%…

Commercial aviation: air travel economics?

air travel economics

This data-file estimates the economics of a commercial airliner, over the course of its life: i.e., what ticket price must be charged to earn a 10% IRR after covering the…

End game: options to cure energy shortages?

options to cure energy shortages

This 13-page note considers five options to cure emerging energy shortages in the gas and power sectors of countries working hard to decarbonize. Unfortunately, the options are mostly absurd. They…

US CO2 emissions by industrial facility size?

CO2 emissions by industrial facility size

This data-file has aggregated the annual CO2 emissions from 2,500 facilities, in eight industries, which explain one-third of all US CO2 emissions. Our aim is to quantify the emissions by…

Power electronics: market size in energy transition?

power electronics market

The purpose of this data-file is to summarize the main challenges in power electronics, products offering solutions, and how their deployment will evolve amidst the ramp-up of renewables and electrification….

Compressor costs: a simple overview?

Overview of compressor costs

This data-file aims to give a helpful, basic overview of the world of compressors. The global market is c$40bn per year, growing at a 3% CAGR, which may accelerate in…

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