Hydrogen evolution: outlook for industrial gases?
…which is 2.5% of total global CO2 emissions, at an average CO2 intensity of 12 tons/ton (page 5). There is no shortage of commentary into how the world should decarbonize….
Storage tank costs: storing oil, energy, water and chemicals?
…increasing the sizes of storage tanks to increase flexibility. Volatility is also growing in the global energy system, which may allow owners of midstream infrastructure to generate excess returns in…
Market concentration by industry in the energy transition?
…profitability? 50% correlations are found between concentration and operating margins over the cycle within these industries. Energy sectors covered in the database of market concentration by industry include global LNG,…
Thermal energy storage: heat of the moment?
…of another 50-100% efficiency gains in the next decade (here and here), deflating levelized costs (LCOPE basis) from 6-8 c/kWh today to 4 c/kWh in the global average utility-scale location….
Power grids: when will wind and solar peak?
…growing. Solar was 5% of all global electricity in 2022, and as much as 15% in leading countries; while wind was 7% of all electricity, and as much as 35%…
Energy transition companies?
…Having a long list of energy transition companies, in a single database, also enables some interesting analytics, into the Very Hungry Caterpillar of companies in the world’s fast-evolving global energy…
Enhanced geothermal: digging deeper?
…economics of geothermal from first principles. Is there a path to cost-competitive, zero-carbon baseload heat? $599.00 – Purchase Checkout Added to cart Geothermal power is produced from 200 geothermal fields globally, feeding…
Silver pastes for solar contacts?
…containing 15 g/kW-DC of silver electrical contacts, implies total silver consumption of 7.5kTpa, which is over 20% of the global silver market. Hence this work follows on from our screen…
Vapor deposition: leading companies?
…deposition equipment is worth $50bn pa and growing at 8% per year. Who stands out? $499.00 – Purchase Checkout Added to cart Vapor deposition uses 250-1,250ºC temperatures and vacuums as low as…
Electric adventures: conclusions from an EV road trip?
…to rush home and downgrade my previously published numbers, which see global EV sales ramping up from 14M vehicles in 2023 (10M BEVs, 4M PHEVs) to 50M by 2028 (model…