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  • Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?

    Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?

    This data-file contains energy transition market sizing analysis, for hydrocarbons, new energies, capital goods and materials in $bn pa, integrating over 1,000 items of energy transition research and our latest roadmap to net zero. In aggregate, energy, materials and transition-related markets double from $25 trn pa to $50 trn pa.

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  • Power from Shore: the economics?

    Power from Shore: the economics?

    We model the economics of powering an oil platform from shore, using cheap renewable power instead of traditional gas turbines. This can lower upstream CO2 emissions by by around 70%, saving 5-15kg/bbl, for a cost of $50-100/ton. NPVs can be positive with low WACCs and high gas prices, but the primary aim is low-cost decarbonisation.

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  • Greenfield LNG: Does Exxon have an edge?

    Greenfield LNG: Does Exxon have an edge?

    For large-scale capital projects in a commodity industry, harnessing better technologies tends to unlock better returns. Hence this 7-page note evaluates ExxonMobilโ€™s technology for constructing greenfield LNG plants, particularly in remote geographies. Its technical leadership stands out from our analysis of 3,000 patents across the industry. This matters as Exxon progresses new LNG investments in…

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  • Investment casting: the economics?

    Investment casting: the economics?

    Investment casting is fast and scalable, especially when producing hundreds-thousands of metal parts. $5/kg unlocks a 10% IRR on a 70% utilized metal-casting plant with $2,000/Tpa of capex, producing a typical 10kg aluminium product. This data-file captures the costs of investment-cast products, which can be stress-tested. 115MTpa of metals are cast every year, of which…

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  • Additive manufacturing: technology leaders?

    Additive manufacturing: technology leaders?

    Additive manufacturing companies are screened in this data-file, across 20 technology leaders. We have also tabulated 25 case studies, where AM reduces weight by 40%, cost by 50%, and lead-time by 60%. The industry remains highly competitive. But could it be turning a corner? Especially for metal components in capital goods and aerospace?

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  • Rare Earth mining and refining: the economics?

    Rare Earth mining and refining: the economics?

    The costs of Rare Earth mining and refining are captured in this model, requiring a $70/kg blended product price, to generate a 20% IRR on $150,000/Tpa of capex. Primary energy intensity exceeds 100 MWH/ton and CO2 intensity exceeds 20 tons/ton. Economics are particularly sensitive to ore grade, recovery rates and chemical costs.

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  • US nuclear generation by company?

    US nuclear generation by company?

    US nuclear generation of 800 TWH pa has come from 94 reactors, at 65 nuclear plants, owned by c50 companies, with 102 GW of current capacity. This data-file breaks down the industry by plant and by owner/operator, and assesses the restart potential of shuttered nuclear plants.

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  • LNG plant compressors: chilling goes electric?

    LNG plant compressors: chilling goes electric?

    Electric motors were selected, in lieu of industry-standard gas turbines, to power the main refrigeration compressors at three of the four new LNG projects that took FID in 2024. Hence is a major change underway in the LNG industry? This 13-page report covers the costs of e-LNG, advantages and challanges, and who benfits from shifting…

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  • Grid connection sizes: residential, commercial and industrial?

    Grid connection sizes: residential, commercial and industrial?

    What are the typical sizes of grid connections at different residential, commercial and industrial facilities? This data-file derives aggregates estimates, from the 10kW grid connections of smaller homes to the GW-scale grid connections of large data-centers, proposed green hydrogen projects and aluminium plants.

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  • Super-alloys: what role in energy transition?

    Super-alloys: what role in energy transition?

    Super-alloys have exceptionally high strength and temperature resistance. They help to enable 6GTpa of decarbonization, across efficient gas turbines, jet engines (whether fueled by oil, hydrogen or e-fuels), vehicle parts, CCS, and geopolitical resiliency. Hence this 15-page report explores nickel-niobium super-alloys, energy transition upside, and leading companies.

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