the research consultancy for energy technologies
…and mining Materials and manufacturing sectors covered in the data-file include ASUs, autos, battery binders, carbon fiber, gas turbines, glass fiber, hydrogen, methanol, mining equipment, polyurethanes, vacuum pumps, VFDs, wind…
We model the economics of powering an oil platform from shore, using cheap renewable power instead of traditional gas turbines. This can lower upstream CO2 emissions by 5-15kg/bbl, or on…
…attempted to quantify the necessary increases. This will flow through to the cash margins of gas turbines, nuclear facilities, grid-scale batteries, demand shifting contracts and non-regulated utilities, per pages 16-17….
…different markets. Is your energy transition market sizing realistic? Well-established capital goods sectors include oil services ($300bn pa), compressors ($140bn pa), switchgear ($110bn pa), industrial valves ($100bn pa), gas turbines…
…emissions per barrel, including flaring policies, refining quality, midstream proximity, proprietary gas turbine technologies from ExxonMobil’s patents and leading digital technologies around the industry. Our conclusion is that leading companies…
…the sizes of around 1,000 US microgrids, with over 5GW of capacity, of which around 50% were constructed in the last decade, powered by CHPs (50%), gas turbines (17%), diesel…
…are thermal energy storage and demand shifting. While for economic reasons, we think clean natural gas turbines will ultimately end up being the most widely used backup for renewables’ volatility….
…how wind, solar, gas turbines and transmission & distribution line losses all degrade at higher temperatures, making power generation in heatwaves more difficult. Thus during a heat wave, this seemingly…
…boost efficiency of gas turbines and jet engines by around 5pp, mainly via improved materials (pages 9-10). How will AI reshape renewables? We think the efficiency of solar can double…
Super-alloys have exceptionally high strength and temperature resistance. They help to enable 6GTpa of decarbonization, across efficient gas turbines, jet engines (whether fueled by oil, hydrogen or e-fuels), vehicle parts,…