Our research finds opportunities in energy technologies and energy transition, drawing on technical papers, patents, and economic modelling.
We screen new energy technologies with world-changing potential, including:
The Energy Transition. Our work points to a possible economic decarbonization of the entire energy industry by 2050, with a CO2 price that averages $40/ton. Although our latest outlook is that the world is not entirely on this path.
AI has gazumped decarbonization as the single most important theme, garnering interest, and likely re-shaping every energy, materials and industrial supply chain, as covered in our AI research.
The Ascent of Renewables will nevertheless deliver an enormous 50,000 TWH of energy by 2050, especially solar, but this also requires overcoming bottlenecks, in metals, materials and power grids.
Hydrocarbons retain a role in the future energy system. The Ascent of Gas and LNG will see clean-burning natural gas demand rising 1.5x in the energy mix by 2050, including the emergence of decarbonized gas.
The Industry Must Adapt. All of the changes above require incumbent companies to digitize, deflate, improve their use of technology, and offer products that consumers will actually pay for.
We Rank Companies’ technical capabilities, to quantify who is leading the field, based on a patent framework to help identify risks and identify companies with an edge.
Our “Top Technologies in Energy” are ranked here, tying all of our work together. We also screen which public companies and private companies tied to our thematic insights.