…profitability, but not both; while a combination of increasing leverage and curtailment on renewables assets could leave many assets underwater. Implications are drawn out on pages 17-19, including five recommendations…
…conclude that geothermal energy is a natural fit for incumbent oil and gas companies to diversify into renewables, and arguably a much better fit than wind and solar (page 17)….
…has actually worsened. Finally, downside risks are quantified for future realized wind power prices. $499.00 – Purchase Checkout Added to cart This rise of renewables in the UK power grid is profiled…
…renewables with CHPs, PCMs and smart energy systems. If you read one research note into a non-obvious opportunity, we recommend this deep-dive below into additive manufacturing, which will re-shape every…
…an increasing risk of blowing ‘investment bubbles’ (pages 2-4) (2) Renewables’ grid volatility is also reaching new levels, creating a new opportunity to absorb excess power supplies (pages 5-7) (3)…
…model, it could be the vast ramp-up of renewable energy that eventually helps to phase out conventional energy. But our current models below do not suggest that renewables can reach…
…32% of the increase is in power to backstop renewables, 13% for industrial heat that is lower-carbon (than coal), 30% is for residential heat, 12% is for commercial heat and…
…whether China can source enough gas, especially LNG, to reduce its reliance on coal, as argued on page 16. The ramp-up in renewables is also vast, but realistic, we think….
…price. For decarbonization of ethylene production, proposals that have crossed our screens include increasing blends of renewables into the electricity mix, and even using small modular nuclear reactors to source…
…a CO2 intensity of 0.35kg/kWh across the grid (reflecting c20% renewables penetration), we estimate a gas cooker is c15% higher carbon overall, in a household where heating and air conditioning…