Japan gas and power: supply-demand model?
…year in the past decade, electricity demand will begin growing again, at +0.3% pa through 2030, due to the rise of electric vehicles and increasing electricity demand for data-centers linked…
Global PGM demand: breakdown by metal and use?
Core global PGM demand ran at 565 tons in 2023, which remains c6% lower than the all-time peak demand of 600Tpa in 2019. We model a recovery to 700 Tpa…
Global uranium supply-demand?
Our global uranium supply-demand model sees the market 5% under-supplied through 2030, including 7% market deficits at peak in 2025, as demand ramps from 165M lbs pa to 230M lbs…
Refrigerants: leading chemicals for the rise of heat pumps?
…market is shifting rapidly towards lower-carbon chemicals, including HFOs, propane, iso-butane and even CO2 itself. We still see fluorinated chemicals markets tightening. $399.00 – Purchase Checkout Added to cart Refrigerants are used…
Desalination by reverse osmosis: the economics?
…The UN expects this could rise to as much as 14% by 2025-30. So desalination will absorb a rising share of global energy demand and global electricity demand. Reverse osmosis…
Manufacturing utilization rates by industry?
…of energy consumption. Falling utilization rates also underpin a levelized cost paradox for renewables. Our favorite method to backstop the volatility of renewables is via demand shifting, which will help…
2050 oil markets: opportunities in peak demand?
…seven technology themes that can save 45Mbpd of long-term oil demand. We therefore find oil demand would plateau at 103Mbpd in the 2020s, before declining gradually to 87Mbpd in 2050….
Electric Vehicles Increase Fossil Fuel Demand?
It is widely believed that electric vehicles will destroy fossil fuel demand. We find EVs will increase fossil fuel demand by 0.7Mboed from 2020-35. EVs only start lowering net fossil…
Oil demand: the rise of autonomous vehicles?
We are raising our medium-term oil demand forecasts by 2.5-3.0 Mbpd to reflect the growing reality of autonomous vehicles. AVs eventually improve fuel economy in cars and trucks by 15-35%…
Oil demand: how much can you save in a crisis?
…guidance to reduce oil demand in a crisis. $299.00 – Purchase Checkout Added to cart Hence this data-file tabulates proposals from the IEA to quantify how these reductions (5-10Mbpd globally) could be…