the research consultancy for energy technologies
…average c4-years for large solar projects, 6-years for large offshore wind, 7-years for new pipelines, 7-years for new oil and gas projects, 9-years for new LNG plants and 13-years for…
…plant costs around 80-90% less than constructing a new one. It also costs around 25-50% less than constructing new wind and solar, using a rounded $1,000/kWe ballpark. Increasing the capacity…
…on a ‘risked basis’, for example, a 10MTpa project with 50% chance of proceeding is counted as 5MTpa. In other words, if a boom in US blue hydrogen outcompetes new…
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
…50-90% lower costs. Intriguingly, we have discovered Exxon and Shell are at the forefront of pursuing this new wind opportunity offshore, based on their patents and filings. [restrict] Oil Majors…
Electric Cars are being overtaken by new electric vehicles, which achieve c3x greater decarbonisation per unit of battery material. This metric matters if one believes that battery materials are a…
…new demand sources likely do not feature in consensus forecasts yet. In our view, this makes them worthy of attention. Upside from De-Carbonised Power Generation? The first opportunity is in…
Scaling up natural gas is among the largest decarbonisation opportunities on the planet. But this requires minimising methane leaks. Exciting new technologies are emerging. This 30-page note ranks producers, positions…
…down. Theme #3 outlines the maturation of the ESG movement, as new sectors and new opportunities come into its purview. Theme #4 explains how leading oil companies are likely to…
…to a gas-rich nation, such as the US or Middle East? (note here). Does the new investment require new costly infrastructure or deflate unit costs for pre-existing infrastructure? (note here)….