the research consultancy for energy technologies
…the world is now grappling with gas shortages, which may encourage policymakers to re-prioritize nearer-term energy savings. We think renovation rates could treble. This 12-page note screens who might benefit….
New technologies for the energy transition range across renewables, next-gen nuclear (fission and fusion), next-gen materials, EV charging, battery designs, CCS technologies, electronics, recycling, vehicles, hydrogen technologies and advanced bio-fuels….
…especially at smaller scales. Our baseline is a cost of $15/ton, using c100kWh of energy per ton of CO2, which is approximately equivalent to a c3% energy penalty on the…
CO2 has unusual physical properties, which make small-scale liquefaction and transport much more viable than we had expected. The energy burden is 70% less than other industrial gases. Total CCS…
…as retailers look to improve their footfall and accelerate the energy transition. This means prospects may be best for charging equipment and component manufacturers. $499.00 – Purchase Checkout Added to cart To…
This 13-page on note presents 10 hypotheses on Russia’s conflict implications in energy markets. Energy supplies will very likely get disrupted, as Putin no longer needs to break the will…
The global nickel market will grow from $30bn pa to $300bn pa as part of the energy transition, including a 5x increase in volumes and 2x increase in prices. This…
Global graphite volumes grow 6x in the energy transition, mostly driven by electric vehicles, while marginal pricing also doubles. We see the industry moving away from China’s near-exclusive control. The…
…lignin and cellulose is already part oxidized, so there is less energy “left to release” as it is converted to CO2. Whereas natural gas derives c54% of its energy release…
…gas sweetening. Producing sulphur is not energy or CO2 intensive, at 0.1 tons CO2/ton of sulphur. The majority of this is inherited from oxygen enrichment, which improves yields, but in…