the research consultancy for energy technologies
New energy policies will exacerbate inflation in the developed world, raising price levels by 20-30%. Or more, due to feedback loops. We find this inflation could also cause new energies costs…
In the under-supplied world of 2022-30, raising interest rates might not mute inflation, but could actually deepen it. By deterring the investments needed to cure inflation itself. Each 1% increase…
This data-file aims to estimate how much inflation is likely to result from policies to decarbonize the global economy. Specifically, we have used our models to flow through the impacts…
…costs dependent upon tomorrow’s inflation. Paradoxically, if inflation expectations rise, then real levelized costs seem to fall. For example, imagine a project that needs 8 c/kWh over the life of…
…as bottlenecks and cost-inflation need to be kept in check. Hence this short note outlines our ‘top ten facts’ on the neodymium market. (1) What is neodymium? Neodymium is the…
Blue hydrogen value chains are starting to boom in the US, as they are technically ready, low cost, and are now receiving enormous economic support from the Inflation Reduction Act….
…upside for specific raw materials. Recent raw material inflation has already increased transformer costs c12% in 2021. Deploying more renewables will create mild inflation in transformer costs (in c/kWh) for…
Gold and silver are stores of value, especially in a world of persistently high inflation and low rates. Silver is also likely to be the main bottleneck for solar in…
…cells, which will take some sting out of solar re-inflation, tighten silver bottlenecks and may further entrench China’s solar giants. $499.00 – Purchase Checkout Added to cart This report starts with our…
…outlook for US corn ethanol is laid out on pages 4-5, including typical costs, CO2 intensity, feedstock inflation and possible impacts on the gasoline market. We wonder whether world events,…