the research consultancy for energy technologies
…underpins combined cycle gas turbines, combined heat and power, EGRs, and even next generation combustion technologies based around super-critical CO2, and next-generation nuclear using molten sodium or salt. Further data…
…not enough to produce wind and solar. You must construct power grid infrastructure too. This is also capital intensive, and prone to re-inflating with higher interest rates (page 9). Developing…
…shortage, and a solar bottleneck. Well-run incumbents may enjoy pricing power, and may be able to avoid bottlenecks. Leading integrated producers of silver and gold are charted and summarized on…
…data also show operating lives of nuclear plants, and construction times of nuclear plants, which average 7.5 years from breaking ground through to first power; across different reactor designs and…
…on the use of modern power tools, the type of wood, and the experience of the person. Here I am illustrating the point below, after a stint working at a…
…power grids research). Our recent research explores $2trn of medium-term upside for capital goods companies as a result of electrification in the energy transition. What share for wind and solar?…
…what we think decision makers in the energy transition should know. The theory underpins the appeal of electrification, ultra-efficient gas turbines, CHPs, nuclear HTGRs and new super-critical CO2 power cycles….
…natural gas, after generating renewable electricity, electrolysing water into hydrogen and storing the hydrogen. Levelized costs of electricity then reach 60-80c/kWh, for generating clean electricity in a fuel cell power…
…properties, which helps to fine-tune appropriate risking factors for vanilla CCS, blue hydrogen, CO2-EOR, CO2 shipping, super-critical CO2 power cycles. There is also a wide moat around leading turbomachinery companies….
…the well site then requires compressors, pipelines, small-scale LNG, CNG or using gas in basin, e.g., for dual-fuel rigs or frac services or in-basin power generation. Sometimes it is not…