the research consultancy for energy technologies
New energy policies will exacerbate inflation in the developed world, raising price levels by 20-30%. Or more, due to feedback loops. We find this inflation could also cause new energies costs…
Transformer costs must typically run at $8/kVA to earn a 10% IRR constructing a new transformer manufacturing facility, across capex costs, materials costs, specialized labor costs, and all built-up from…
…is ridiculously cheap, providing thermal energy at around 1c/kWh while also generating a 10% IRR on the new investment. 1 MWH pa of new energy can be produced for an…
…trucks are all highly energy-intensive. For example, a tank achieves a fuel economy of around 0.5 miles per gallon. Thus, Erwin Rommel wrote that “neither guns nor ammunition are of…
Dispersion in global gas prices has hit new highs in 2022. Hence this 17-page note evaluates two possible solutions. Building more LNG plants achieves 15-20% IRRs. But displacing industrial gas…
…pa of reactors (pages 2-3). History suggests that energy crises underpinned the first large wave of nuclear construction, where new capacity additions peaked in the half-decade from 1984-89. The evidence…
Silicon carbide power electronics will jolt the energy transition forwards, displacing silicon, and improving the efficiency of most new energies by 1-10 pp. Hence we wonder if this disruptor will…
…at $70bn upstream, and $50bn in LNG liquefaction facilities, and pulling on an extremely broad array of sub-industries, from compressors to pipelines to new technologies. We have screened examples of…
…our research is that new themes can emerge very quickly. For example, in the past twelve months, after passing IRA regulations, the US is seeing a boom in blue hydrogen,…
…reasoned explanations and comparison with the pace of other technology transitions, are on pages 4-5. Regulations support this unusually strong outlook. New regulations came into force in summer of 2023,…