US Offshore Wind Economics?

This model outlines the economics of an offshore wind project, based on guidance for Equinor’s flagship, 816MW “Empire Wind”: an exciting development off New York, constructing c80 x c10 MW…

Oxy-combustion: economics of zero-carbon gas?

Oxy-combustion is a next-generation power technology, burning fossil fuels in an inert atmosphere of CO2 and oxygen. It is easy to sequester CO2 from its exhaust gases, helping heat and…

Major technologies to decarbonise power?

Leading Oil Majors will play a crucial role in decarbonising the energy system. Their initiatives should therefore be encouraged by policy-makers and ESG investors, particularly where new energy technologies are…

Wind: aim higher?

This data-file contains a simple model for how wind speeds and wind power co-vary with altitude. 2x greater power could likely be harnessed by a kite at 300m than a…

Ten Themes for Energy in 2020

Energy transition is maturing as an investment theme. ‘Obvious’ portfolio tilts are beginning to look over-crowded. Non-obvious ones are looking over-looked. This note outlines the ‘top ten’ themes that excite…