Utility-scale solar power: the economics?

This model indicates the economics of a typical utility-scale solar project, as a function of a dozen economic inputs: capex costs per MW, power prices, solar insolation, panel efficienccy, decline…

Round Trip Battery Efficiencies

This data-file derives the ‘net round trip efficiency’ of nine different battery solutions for storing energy. Rough costs are also estimated. Net round trip efficiency is calculated as the energy…

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…

Carbon offsets: costs and leading companies?

This data-file tabulates the costs of carbon offsets being offered to consumers and commercial customers by c30 companies. Prices are surprisingly low, ranging from $4-40/ton of CO2. Which projects are…

Leading Companies in Battery Recycling?

This data-file tracks over 6,000 patents filed into battery recycling technology, focusing in on 1,800+ post-2010, Western-filed patents. This matters as annual battery disposal requirements will ramp up to over…

Boeings and batteries?

We have applied the equations of flight to a Boeing 747. Fuel economy of 5-6 gallons per mile is calculated as a function of the plane’s mass, velocity, distance travelled…

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…

Energy Economics of e-Scooters

This data-file contains all our data on the energy economics of e-scooters, a transformational technology for urban mobility, where demand has exploded in 2018 and 2019. And for good reason….

Solar power: decline rates?

This data-file tabulates the ‘decline rates’ of 3,200 US solar power plants, which have reported data to the US EIA, using in-house web-scraping and aggregation software. Across the entire data-set,…

The Top Public Companies for an Energy Transition

This data-file compiles all of our insights into publicly listed companies and their edge in the energy transition: commercialising economic technologies that advance the world towards ‘net zero’ CO2 by…