the research consultancy for energy technologies
…a clean economic development model. We think this presents opportunities for companies that align themselves with the ‘reforest and reinvest’ model, while it will contribute to pushing high cost options…
…profiled on page 12 (mainly private/venture companies). Other abatement options. We had previously hoped that simple CCS would accelerate rapidly from 2023 onwards. However, there is a risk that today’s…
…and increasingly for short-cycle shale. However, the share of these companies’ development capex in the US has averaged around 32% in the past three years. Development capex by region: losing…
…which greatly exceeds the best amines. This 15-page note lays out ten key questions, to help decision makers de-risk next-generation CCS membranes. The technology is early-stage. Companies are also noted….
…a general willingness to pay 100-200c/kWh for electricity. Companies with leading market share in diesel generators include Caterpillar, Generac, Cummins, Atlas Copco, AKSA, Aggreko. Please download the economic model, to…
…to identify the best projects (page 11). And we also discuss some leading examples from our database, including the underlying companies, both project sponsors, services, and technology providers (page 12)….
…power grid infrastructure, and possible upside for transmission utilities and companies constructing power transmission. It may also create rising demand for backup solutions, from batteries to CHPs to diesel generators….
…by companies such as Dell). Energy intensity of internet processes will almost certainly decline in the future, as traffic volumes rise. Again, we have pencilled in some estimates to our…
…gas turbines, jet engines (whether fueled by oil, hydrogen or e-fuels), vehicle parts, CCS, and geopolitical resiliency. Hence this 15-page report explores nickel-niobium super-alloys, energy transition upside, and leading companies….
…We have condensed the most important considerations onto pages 11-12. Leading companies in super-alloys are concentrated across a handful of specialists. Some are divisions of large industrial conglomerates, and others…