Ramp Renewables? Portfolio Perspectives.
It is often said that Oil Majors should become Energy Majors by transitioning to renewables. But what is the best balance based on portfolio theory? Our 7-page note answers this…
Global CCS Projects Database
This data-file captures 65 carbon capture and storage (CCS) facilities around the world, of which c30 are currently running, with capacity to sequester 40MTpa of CO2. Capacity should rise 2.5x…
Fuel Cell Patents: twenty years of progress?
This data-file tabulates the numbers of patents filed into different types of fuel-cells, from 2000-2020, globally and in key geographies: China, Japan, Korea and the US. $499.00 – Purchase Checkout Added to…
Ten Themes for Energy in the 2020s
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to…
Floating production systems versus subsea tiebacks: the costs?
This model estimates the line-by-line costs of an FPSO project, across c45 distinct cost lines, in order to quantify the potential savings of a tieback or a ‘fully subsea’ development….
Net zero Oil Majors: four cardinal virtues?
Attaining ‘Net Zero’ can uplift an Energy Major’s valuation by c50%. Specifically, this means emitting no net CO2, either from the company’s operations (Scope 1&2 emissions) or from the use…
Weatherization of homes: what methods and costs?
The “weatherization” of 2M American homes is part of Presidental candidate, Joe Biden’s proposed energy policy. The aim is to reduce energy costs, consumption and emissions. Hence, this data-file estimates…
Solid oxide fuel cells: what challenges?
This data-file reviews fifty patents into solid oxide fuel cells, filed by leading companies in the space in 2020, in order to understand the key challenges the industry is striving…
Methanol: the next hydrogen?
Methanol is becoming more exciting than hydrogen as a clean fuel to help decarbonize transport. Specifically, blue methanol and bio-methanol are 65-75% less CO2-intensive than oil products, while they can…
Industrial heat: the myth of electrify everything?
“Electrify everything then decarbonize electricity”. This mantra is popular, but dangerously incorrect for industrial heating. It raises output costs by 10-110% without any material CO2 savings. This 19-page note presents…