Smart Energy: technology leaders?
Smart energy systems are capable of transmitting and receiving real-time data and instructions. They open up new ways of optimizing energy efficiency, peak demand, appliances and costs. Over 100M smart…
Bill of materials: electronic devices and data-centers?
…Steel is the joint largest material exposure for electronic devices, although this is unsurprising, as steel is the most-used structural material on the planet, and in digital devices as well,…
Vestas: where’s the IP?
…on the largest nameplate capacity. Vestas’s patents focus on reliability, operability, digital monitoring, ease of installation, ease of maintenance and the longevity of turbines. It leads the industry by 20-100%…
Efficient frontiers: improvements from a CO2 price within oil and gas?
…$100/ton, including implications for oil producers, is presented on pages 10-11. Further efficiency gains, such as preventing methane leakages, adopting more digital solutions, and electrifying frac fleets are presented on…
Global average temperatures: are the data robust and reliable?
…has occurred since that time-period. However this is mostly because of bad data back in the pre-digital world of the 1980s. In fact, NASA’s 1981 data-set did not include any…
New energies: filter feeder?
The $1bn pa harmonic filter market likely expands by 10x in the energy transition, as almost all new energies and digital technologies inject harmonic distortion to the grid. This 17-page…
Global tin demand: upside in energy transition?
…Demand forecasts can be stress-tested in the data-file, varying with GDP (chart below), future growth of solar, EVs and digital devices, phasing out of lead acid batteries for other battery…
Shale oil: fractured forecasts?
…We spent summer of 2017, reading several hundred technical papers from the US shale industry, and published a 200-page book arguing shale was a “new technology paradigm, a digital revolution,…
LEDs: seeing the light?
…and use in digital devices. We have screened 20 mature and (mostly) profitable pure plays. $599.00 – Purchase Checkout Added to cart LEDs generate light as a direct current passes across a…
LEDs: seeing the light?
…save energy, especially in solar-heavy grids. But demand is also rising due to ‘rebound effects’ and use in digital devices. We have screened 20 mature and (mostly) profitable pure plays….