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Search results for: “small scale LNG”

  • Advanced Conductors versus ACSR: costs and companies?

    Advanced Conductors versus ACSR: costs and companies?

    Advanced conductors have 2x higher amperage capacities and temperature limits than standard Aluminium Conductor Steel Reinforced (ACSR) used in AC transmission lines. This data-file screens Advanced conductors versus ACSR on dimensions such as tensile strength, performance and costs, and also screens leading companies.

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  • Global heat pump sales by country?

    Global heat pump sales by country?

    Global heat pump sales by country are tabulated in this data-file, for 14 countries/regions. Developed world heat pump sales rose at an 11% CAGR over the decade since 2012, reaching 7M units sold in 2022, but then unexpectedly fell by -10% in 2023, including YoY declines in 7 out of the 14 countries we are…

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  • Electric vehicles: the road to cost parity?

    Electric vehicles: the road to cost parity?

    Could electric vehicles deflate towards cost parity with ICEs in 2025-30, helping to re-accelerate EV adoption? This 13-page report contains a granular sum-of-the-parts cost breakdown for EVs vs ICEs. Then we consider battery deflation, power train deflation, small urban EVs, tax incentives, and the representativeness of low-cost Chinese EVs.

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  • Ideal Power: Bi-Directional Bipolar Junction Transistors?

    Ideal Power: Bi-Directional Bipolar Junction Transistors?

    Bi-Directional Bipolar Junction Transistors are an emerging category of semiconductor-based switching device, that can achieve lower on-state voltage drops than MOSFETs and softer, faster switching than IGBTs, to improve efficiency and lower component count in bi-directional power converters. This data-file screens B-TRAN patents from Ideal Power.

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  • Kraken Technologies: smart grid breakthrough?

    Kraken Technologies: smart grid breakthrough?

    Kraken Technologies is an operating system, harnessing big data across the power value chain, from asset optimization, to grid balancing, to utility customer services. We reviewed ten patents, which all harness big data, of which 65% optimize aspects of the grid, and 40% are using AI. This supports the deployment of distributed energy, renewables and…

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  • Microwave Chemical: electrical heating?

    Microwave Chemical: electrical heating?

    Microwave Chemical is a small-cap company, developing microwave-based heating solutions, across over a dozen use cases, from acrylic recyling, to producing food/cosmetic compounds, to carbon fiber (particularly interesting!). We reviewed a dozen of the company’s patents in this data-file, which is a Microwave Chemical technology review and finds a moat in efficient microwave heating.

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  • Commercial aviation: fuel economy of planes?

    Commercial aviation: fuel economy of planes?

    This data-file calculates the fuel economy of planes from first principles, using physics to calculate lift and drag, and comparing with actual data from aircraft manufacturers. The typical fuel economy of a plane is 80 passenger-mpg to carry 400 passengers, 8,000km at 900kmph, using jet fuel with 12,000 Wh/kg energy density. What sensitivities and decarbonization…

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  • Patent Leaders in Energy

    Patent Leaders in Energy

    Technology leadership is crucial in energy. But it is difficult to discern. Hence, we reviewed 3,000 patents across the 25 largest companies. This note ranks the industryโ€™s โ€œTop 10 technology-leadersโ€: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables. In each case, we profile the leading company, its edge and the proximity…

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  • Hybrid horizons: industrial use of batteries?

    Hybrid horizons: industrial use of batteries?

    Gas and diesel engines can be 30-80% less efficient when idling, or running at low loads. This is the rationale for hybridizing engines with backup batteries. Industrial applications are increasing, achieving 30-65% efficiency gains, across multiple industries. In 2018-19, the biggest new horizon has been in oil and gas, including hybrid rigs, supply vessels, construction…

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  • Global gas: catch methane if you can?

    Global gas: catch methane if you can?

    Scaling up natural gas is the largest decarbonisation opportunity on the planet. But this requires minimising methane leaks. Exciting new technologies are emerging. This note ranks producers, positions for new policies and advocates developing more LNG. To seize the opportunity, we also identify early-stage companies in methane measurement and mature public companies in the oilfield…

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