Power grids: down to the wire?
…markets by c15%. Slow recent progress may lead to bottlenecks, then a boom? This 12-page note quantifies the rising demand for circuit kilometers, grid infrastructure, underlying metals and who benefits?…
Energy economics: engineering wonders?
…is simple, the most likely reason is that you do not understand the complexity of the problem. We have built over 160 economic models, of different technologies in the energy…
Vehicle fleets: service life and retirement age by vehicle type?
…service and contribute to global oil demand? To answer this question, we have compiled data into different vehicle types. One method to estimate the average service life of a vehicle…
Industrial gas separation: swing producers?
Swing Adsorption separates gases, based on their differential loading onto zeolite adsorbents at varying pressures. The first PSA plant goes back to 1966. Today, tens of thousands of PSA plants…
Omniscience: how will AI reshape the energy transition?
…digital energy consumption (pages 2-3). This will create upside for global energy demand in the short-term. But 80-90% of primary energy is also wasted in today’s global energy system. And…
Polyester: production process?
…NGL during the fractionation of natural gas. There are three sources of upside for PET in the energy transition. Most interestingly, the electrification of vehicles will lower demand for motor…
Global decarbonization: speeding up or slowing down?
This 16-page report beaks down global CO2 emissions, across six causal factors and 28 countries and regions. Global emissions rose at +0.7% pa CAGR from 2017-2022, of which +1.0% pa…
AirJoule: Metal Organic Framework HVAC breakthrough?
…see our overview of air conditioning energy demand. Metal Organic Frameworks are a type of sorbent with a high surface area, able to adsorb water from air. To re-release that…
Smooth operators: who benefits from volatile power grids?
…can lower electricity costs by 2-3c/kWh and uplift ROCEs by 5-15% in increasingly renewables-heavy grids. This 14-page note ranges over 10,000 demand shifting opportunities, to identify who can benefit most….
Crude to chemicals: there will be naphtha?
Oil markets are transitioning, with electric vehicles displacing 20Mbpd of gasoline by 2050, while petrochemical demand rises by almost 10Mbpd. So it is often said oil refiners should ‘become chemicals…