the research consultancy for energy technologies
…options are mostly absurd. They point to inflation, industrial leakage and slipping global climate goals. But there may be a few glimmers of opportunity in LNG, nuclear and efficiency technologies….
…inflation consequences. Electrical Arcs and Amazing Switchgear? Our recent research is taking us down the rabbit hole of power-electronics, looking for capital goods opportunities associated with increasingly renewables-heavy grids. For…
Steel explains almost c10% of global CO2. Hence 2021 has seen the world’s first ‘green steel’ made using green hydrogen. Yet inflation worries us. At $7.5/kg H2, green steel would…
Steel explains almost c10% of global CO2. Hence 2021 has seen the world’s first ‘green steel’ made using green hydrogen. Yet inflation worries us. At $7.5/kg H2, green steel would…
…co-occur most often with energy rationing; followed by rising inflation, economic deterioration, stock market declines, increasing energy efficiency measures and even changes in patterns of human migration and geopolitical conflicts….
…will rise sharply in 2022. It will not resolve near-term energy shortages. But inflation will accelerate in ‘bottlenecked’ parts of the supply chain. Investors can help by debottlenecking those bottlenecks….
Perceptions in the energy transition are likely to change in 2022, amidst energy shortages, inflation and geopolitical discord. The biggest change will be a re-prioritization of US LNG. At a…
…energy and industrial shortages, it is likely that the same vehicle could cost closer to $50k, representing c40% inflation, mostly due higher costs of materials and bottlenecks in supply chains….
…the Inflation Reduction Act are already kickstarting a boom in blue value chains, from blue ammonia, to blue steel, to blue chemicals. This exciting theme is gathering momentum at a…
…use than today’s PERC cells. This 13-page note reviews TOPCon cells, which will take some sting out of solar re-inflation, tighten silver bottlenecks and may further entrench China’s solar giants….