the research consultancy for energy technologies
…And power grid bottlenecks could last a decade. Further acceleration of renewables may be thwarted. And we are re-thinking grid back-ups. $549.00 – Purchase Checkout Added to cart Power grid bottlenecks remind…
…constructing renewables assets, power grids, gas, CCS and broader infrastructure mega-projects. Track records, specialization and scale drive margins? $499.00 – Purchase Checkout Added to cart Global mega-projects tend to be delivered by…
…pa. Ramping renewables, nuclear and gas back-ups could halve Japan’s total grid CO2 intensity to below 0.25 kg/kWh by 2030. $599.00 – Purchase Checkout Added to cart After declining at -0.7% per…
…report argues LFP will dominate future batteries, explores LFP battery costs, and draws implications for EVs and renewables. $599.00 – Purchase Checkout Added to cart 2024 has offered up some exceptionally low…
“If you invest with the same technology as everyone else, you may get the same returns as everyone else”. This adage matters for renewables, where we gather single digit IRRs…
…meet future demand in 2025-30– whether emissions are tackled or not. The need for oil investment is most uncertain. More gas investment is needed in any scenario. And renewables investment…
…in this database. A breakdown of the top energy transition technologies: We see around 20% of all decarbonization coming from renewables (wind, solar, next-generation nuclear), efficiency technologies that do ‘more…
…the cost is much lower than if investment returns are sacrificed by divesting from industrial companies and funding renewables. For example, we recently tabulated the costs of carbon credits, being…
…Majors’ offshore wind investments. Commoditised, industry-standard technologies yield single-digit returns at best. Model it from a portfolio perspective, and the optimal portfolio allocation to undifferentiated renewables technology is just 5-13%…
It is possible to decarbonize all of global energy by 2050. But $30/bbl oil prices would stall this energy transition, killing the relative economics of electric vehicles, renewables, industrial efficiency,…