…Majors’ offshore wind investments. Commoditised, industry-standard technologies yield single-digit returns at best. Model it from a portfolio perspective, and the optimal portfolio allocation to undifferentiated renewables technology is just 5-13%…
It is possible to decarbonize all of global energy by 2050. But $30/bbl oil prices would stall this energy transition, killing the relative economics of electric vehicles, renewables, industrial efficiency,…
…green, and fully powered by renewables. Our base case input assumption for the cost of a hydrogen electrolyser is around $1,000/kW. We do expect electrolyser costs to deflate. However we also…
…including heat pumps, renewables, biogas and hydrogen. The lowest cost and most practical solution is to double down on natural gas, alongside nature-based carbon offsets. Global gas demand for heating…
…method to lower Scope 1&2 CO2 emissions is to power c10% of operations with renewables. This will also cost $850/Tpa of CO2 that is saved, based on our economic models…
…surpass batteries for integrating more renewables into grids. Our numbers are based on technical papers, a dozen past projects and a granular bottom-up breakdown of costs (both capex and opex)….
…tilts in Europe are summarized on pages 2-3, including renewables, coal phase outs, nuclear phase-down, electric transport, broader electrification, industrial efficiency, hydrogen and oil and gas exploration. The impacts on…
…is not simple CCS, but an array of 35GTpa potential, spanning a dozen themes, evaluated in our work. Why not rely more on renewables in the roadmap? Our work already…
This model aims to calculate global wind and solar capacity additions. How many GW of new capacity would be needed for renewables to reach 30% of the global energy mix…
…data-file model provides summary economic ratios from our different economic models across conventional fuels, conventional power, renewables, lower-carbon fuels, manufacturing processes, infrastructure, transportation and nature-based solutions. For example, EBIT margins…