the research consultancy for energy technologies
…have reconsidered our global energy supply-demand balances on pages 4-6. Geopolitical tensions are now re-shaping the energy transition in 2024. The tensions and their consequences are described on pages 7-9….
…quality is increasingly important, as electricity demand grows, placing greater reliance on the power grids, which also increasingly feature non-linear loads such as variable frequeny drives, LEDs, EV chargers, data-centers,…
…is 70% lower than for new energies, across global oil production and global gas production, and even this is more a case of voluntarity than volatility (page 6). Energy demand…
…note refines our solar forecasts using a new methodology. Annual solar adds will likely plateau at 50-100% of total electricity demand growth in most regions. What implications and adaptation strategies?…
…where should we be looking and what will we find? In the most likely route to net zero by 2050, global electricity demand would grow by 2.5x, transmission and distribution…
Rising energy demands of AI are now the biggest uncertainty in all of global energy. To understand why, this 17-page note is an overview of AI computing from first principles,…
…10-year ordeal of permitting a new line? Raising voltage may have hidden challenges. But Advanced Conductors stand out in this 16-page report. And the theme could double carbon fiber demand?…