the research consultancy for energy technologies
…in sectors linked to electrification, across utilities, power electronics and semiconductors. Some of the names that have stood out in our research are noted on pages 4-5. Consuming the metals…
…do think the terms of trade are shifting in favor of grid operators, power electronics, transmission infrastructure, developers that can use their own power and consumers that can demand shift….
…this masks material mix-shifts. New opportunities are largest in efficiency gains, under-supplied commodities, power-electronics, conventional CCUS and nature-based CO2 removals. Important note: our latest roadmap to net zero is from…