Why the Thunder Said?
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
Perovskites: Lord of Light?
…at the cutting edge of next-generation renewables technology. Leading Majors want to drive the transition: strengthening their societal license to operate and capitalising on vast new opportunities in the future…
Good Batteries vs Bad Batteries?
…impressive uplifts in efficiency, when inefficient fuel use is displaced. As a general rule of thumb, a power plant might be c50% efficient, hence replacing the power plant with renewables…
Patent Leaders in Energy
…quantify our “Top Ten” patent leaders in energy. https://vimeo.com/357450011 This 34-page note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables….
Global LNG supply model: by project and by country?
…world that is persistently under-supplied with energy yet remains overly cautious of signing long-term contracts, and increasingly for LNG marketers, amidst the build-out of renewables, there is value in volatility….
CO2-Labelling for an Energy Transition?
…renewables, 26% by shifting to less CO2-intensive fossil fuels (which still grow in absolute terms to 2050), 27% through carbon capture initiatives and 30% through industrial efficiency gains and demand-side…
Shale growth: what if the Permian went CO2-neutral?
…initiatives, renewables, lifting and logistics. Pages 24-25 quantifies the sequestration potential from CO2-EOR, which could offset the remaining CO2 left after all the other initiatives above. Our conclusion is to…
European gas and power model: natural gas supply-demand?
…be flexed in the model, for stress-testing purposes, include the growth rates of renewables (wind and solar), the rise of electric vehicles, the rise of heat pumps, the phase-out of…
Gas power: levelized costs of combined cycle gas turbines?
…gas-fired power avoids c60% of the CO2. CO2 abatement costs are generally low. While a surprising finding in our recent research is that natural gas can economically backstop renewables such…
Fuel Cell Power Project Economics
…decarbonizing or carbon offsetting natural gas power. Economics are closest to commercialist for gas-fired SOFCs, and could be interesting with c50% deflation and greater reliability, particularly as renewables get overbuild….