Our research finds opportunities in energy technologies and the 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 an economic decarbonization of the entire energy industry by 2050, with a CO2 price that averages $40/ton.
Fossil fuels retain a role in the decarbonized energy system, but must be the cleanest, most efficient fossil fuels possible, and the remaining CO2 must be captured of offset.
Carbon offsets and nature-based solutions will emerge as a vast, $400bn market. They offer low-cost decarbonization and will displace higher-cost alternatives.
The Ascent of Shale. Continued improvements will give shale the capability to produce 25-30Mbpd of oil, at $25-30/bbl break-evens.
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.
We use a Monte Carlo approach, to tie together the themes above and forecast energy markets.