Power grids: opportunities in the energy transition?
…45% today to 60% by 2050 (note here). Power demands of a typical home will also double from 10kW to 20kW in the energy transition (data here). Electricity demands of…
Industrial gases: out of thin air?
…and demand from new energy transition technologies is reviewed on page 4. The thermodynamic minimum energy demand to separate oxygen from air is 51 kWh/ton. But how realistic is it…
Global vehicle fleet: vehicle sales and electrification by region?
…long-term forecasts for global oil demand see gasoline and diesel demand from light vehicles falling by 65% by 2050, as electric vehicles replace combustion vehicles. In thermodynamic terms, EVs are…
Electric vehicles: breaking the ICE?
…LT oil demand surprise to the upside or downside? $499.00 – Purchase Checkout Added to cart Global oil demand is seen plateauing at 103Mbpd through 2030, then declining to 85Mbpd as part…
Indium producers: companies and market outlook?
…thickness in thin film layers for solar cells especially HJTs averages around 70-100 nm Rising demand for solar and digital technologies will easily quadruple global demand for indium from around…
HJT solar: Indium summer?
…Our forecasts see primary Indium demand rising 4x by 2050. Indium is 100x rarer than Rare Earth metals. It could be a bottleneck. This 16-page note explores the costs and…
California power generation over time?
…the demand is highly variable, troughing at 15GW in April-2022 and peaking at over 61GW in July-2021. Summer demand is almost 50% higher than winter demand due to air conditioning….
Wind and solar: curtailments over time?
…a grid’s total demand around 1% of the time when solar was providing c30% of the total grid, while wind would only start meeting 100% of a grid’s total demand…
Global oil production by country?
…past 20-years, matching the trend in global oil demand by country. The largest increases in oil production have come from the United States (+0.6Mbpd/year, due to US shale growth), Iraq…
Shale: restoring downstream balance? New opportunities in ethylene and diesel.
…coincide with a structural decline in plastics demand. All of this would block the outlet for shale’s light components and hinder its ascent (chart below, our model downloadable here). Fears…