Green hydrogen: the economics?
…green, and fully powered by renewables. Our base case input assumption for the cost of a hydrogen electrolyser is around $1,000/kW. We do expect electrolyser costs to deflate. However we also…
Decarbonize Heat?
…including heat pumps, renewables, biogas and hydrogen. The lowest cost and most practical solution is to double down on natural gas, alongside nature-based carbon offsets. Global gas demand for heating…
Levelized cost of electricity: stress-testing LCOE?
…gas plant, coal for a coal plant, hydrogen for a hydrogen plant, etc. By contrast, fuel costs are often zero for renewables. Again, these can readily be flexed in the…
Net zero Oil Majors: worth the cost?
…method to lower Scope 1&2 CO2 emissions is to power c10% of operations with renewables. This will also cost $850/Tpa of CO2 that is saved, based on our economic models…
HVDC power transmission: the economics?
…surpass batteries for integrating more renewables into grids. Our numbers are based on technical papers, a dozen past projects and a granular bottom-up breakdown of costs (both capex and opex)….
Decarbonization in Europe: but is there enough gas?
…tilts in Europe are summarized on pages 2-3, including renewables, coal phase outs, nuclear phase-down, electric transport, broader electrification, industrial efficiency, hydrogen and oil and gas exploration. The impacts on…
Decarbonizing global energy: the route to net zero?
…is not simple CCS, but an array of 35GTpa potential, spanning a dozen themes, evaluated in our work. Why not rely more on renewables in the roadmap? Our work already…
Wind and solar capacity additions?
…together, as they are ‘both renewables’. But in our view, they have no more in common than pasta and turnips, whose only real similarity in the world of starches is…
Energy economics: an overview?
…data-file model provides summary economic ratios from our different economic models across conventional fuels, conventional power, renewables, lower-carbon fuels, manufacturing processes, infrastructure, transportation and nature-based solutions. For example, EBIT margins…
Green hydrogen electrolysers in Europe: a database?
…controversies are visibly emerging around the powering of electrolysers (from the broader grid, rather than just from renewables), for use of the hydrogen and for delivery of ambitious, early-stage projects….