The potential of a Jevons Paradox in AI and energy

https://spaces.statista.com/a65dc708c30044ff9efd9a50c4267edc.pdf

Cumulative vehicle battery capacity by usage (TWh)

https://evision.eurelectric.org/wp-content/uploads/2025/03/20250305-eMobility-Flexibility_eVision_Serge-Colle_EY.pdf

Significant Manufacturing Capacity in China

https://www.apolloacademy.com/wp-content/uploads/2025/03/031125-Chart_v2.pdf

BESS outperforms on data center BTM core needs compared to other technologies

https://nac.naatbatt.org/wp-content/uploads/2025/02/E-5-Dexter-He-FOR-PUBLICATION.pdf

What might it cost to completely decarbonize the grid using only solar, wind and batteries?

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/grid-optimization-results-amv.pdf

Incumbents And/Or Public Companies $1B Market Cap/Valuation)

https://img.saurenergy.com/2025/03/volta-foundation-study_compressed_compressed.pdf

Heliocentrism: 15th Annual Energy Paper

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/heliocentrism-amv.pdf

Financing the energy transition: 2024 funding and financing

https://heathcoteinvestment.com/wp-content/uploads/2025/03/Nuveen-Presentation.pdf

Clean Tech Company Performance Statistics

https://www.cambridgeassociates.com/wp-content/uploads/2025/02/Cambridge-Associates-Clean-Tech-Company-Performance-Statistics-2Q24.pdf

Share of Scope 3 emissions across sectors

https://expomanufactura.com.mx/archivo/30/Miguel-Angel-Alcaraz.pdf

Who Makes the Car - ICE vs EV component systems

https://www.chicagofed.org/-/media/images/events/2025/ais/murphy-evs-damned-if-you-do-damned-if-you-dont.pdf?sc_lang=en

Water Stress

https://ir.citi.com/gps/ftIuVtY2w1CV3Lomp_Ygw-10ZSGBKX8HVbVlY5kjFiHeA_9xuKAuga5Q4dNP_P0Jx1XYrZL6kcVEGLnLvPtL1t2FO54PzMluTZwvE-aQGWxoDOgWmThDtwJbjixbNICj1DOVPT4awpE9fjZzXrmKPg%3D%3D

 

Global energy transition investment exceeded $2 trillion for the first time

https://assets.bbhub.io/professional/sites/24/951623_BNEF-Energy-Transition-Trends-2025-Abridged.pdf

Relative tradeoffs of various technologies which can all provide capacity for new data center-driven power demand

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/five-drivers/FinalReport.pdf

Despite Their Late Entry, Traditional ICE OEMs Are Now Charging Ahead With Ambitious Electrification Target

https://www.bdo.in/getmedia/7b6a52cb-916e-4416-8207-9f8124e304e4/EV-Publication-Final-Report-1.pdf

Where are the innovation opportunities?

https://www.greenfinanceinstitute.com/wp-content/uploads/2024/12/Dec24-what-next-for-financing-network-innovation.pdf

Movement of critical minerals around the world

https://reports.weforum.org/docs/WEF_Powering_the_Future_2025.pdf

The current state of emissions and climate technology investment

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/esg/cb-insights-innovation-economy-climate-tech-report-2024.pdf

Global resource production for key technologies is highly concentrated

https://www.newyorklifeinvestments.com/assets/documents/perspectives/gms-macro-pulse.pdf

Energy | Ultra-deep drilling

https://www.cbinsights.com/reports/CB-Insights_Game-Changers-2025.pdf

Decarbonization Radar

https://science.osti.gov/-/media/sbir/pdf/Commercialization-Resources/2024/Developing-Strategic-Cap-Table-Workshop-December-10-2024-FINAL-TO-POST.pdf

Annual capital spending on physical assets expected to grow by 30-60% until 2040

https://www.andi.com.co/Uploads/1.%20Global%20Perspective%20en%20formato%20solicitado%20v2_638654458566329958.pdf

US data center energy demand: Need to add three NYCs to the power grid by 2030

https://www.apolloacademy.com/wp-content/uploads/2024/12/120524_GlobalIndustrialRenaissance.pdf

Total global energy consumption: renewables vs all other sources

https://assets.kpmg.com/content/dam/kpmg/kz/pdf/2024/12/Energy-transition-investment-outlook.pdf

GenAI Raises Power Problems

https://www.semi.org/sites/semi.org/files/2024-11/05_Future%20of%20Energy%20Efficient%20Compute.pdf

CO₂ emissions: China trending higher. US and Europe trending lower.

https://www.apolloacademy.com/wp-content/uploads/2024/11/11-27-chart-new.pdf

Future Car Wars - EV penetration to ramp materially

https://lsa.umich.edu/content/dam/econ-assets/Econdocs/RSQE%20PDFs/Murphy_Perspective_EV_Election.pdf

Renewables will be a victim of their own success and operate mostly during periods with low prices

https://web-assets.bcg.com/8e/14/5ade799345629f5e43e1f94f6795/the-five-forces-transforming-power-markets-sept-2024-r.pdf

Hot topic in Hydrogen

https://www.h2ub.com/wp-content/uploads/2024/11/H2UB-Market-Intelligence_2023-Q4_Excerpt.pdf

United States has an abundance of "all of the above"

https://www.dallasfed.org/-/media/documents/research/events/2024/24energy/24energy-birdsall.pdf

The Era of Flat Power Demand is Over

https://www.dallasfed.org/-/media/documents/research/events/2024/24energy/24energy-gramlich.pdf

U.S. Energy Transition Investment 2004-2023

https://www.dallasfed.org/-/media/documents/research/events/2024/24energy/24energy-lamotte.pdf

Profit margins by clean energy sub-sector, first half year of 2023 and 2024

https://iea.blob.core.windows.net/assets/66dacff6-7e07-421a-93fc-61ea225385bf/CleanEnergyMarketMonitorNovember2024.pdf

Annual capital spending on physical assets expected to grow by 30-60% until 2040

https://www.andi.com.co/Uploads/1.%20Global%20Perspective%20en%20formato%20solicitado%20v2_638654458566329958.pdf

Multi-day Storage is a low-cost energy reservoir for the electricity grid

https://www.iso-ne.com/static-assets/documents/100016/2024-10-29_etwg_a06_iron-air_battery_technology_and_applications_overview_final.pdf

Opportunity Blossoms: The Business of Curbing Nature Loss

https://assets.bbhub.io/professional/sites/24/Nature-Opportunities-2024.pdf

US data center energy demand: Need to add three NYCs to the power grid by 2030

https://www.apolloacademy.com/wp-content/uploads/2024/10/102524-Chart_updated.pdf

Lithium-ion battery prices are falling again

https://electrificationcoalition.org/wp-content/uploads/2024/10/State-of-EV-Market-2024_10_11.pdf

Energy transition investment ($bn), historical

https://www.dbresearch.com/PROD/RPS_DE-PROD/PROD0000000000536222/Latest_in_AI%3A_Nuclear_switch__Nobel_moment__AI_in_.PDF  

 

US power supply, TWh

https://esbootcamp.naseo.org/data/energymeetings/presentations/Noffsinger.pdf

Hydrogen production by technology and by region, 2021-2024

https://static1.squarespace.com/static/5c350d6bcc8fedc9b21ec4c5/t/6706c8ea468cf45dea7ea777/1728497964326/IEA+GlobalHydrogenReview2024.pdf

Organic Flow Batteries

https://www.sandia.gov/app/uploads/sites/256/2024/10/Main-Room_Session5_8_Eugene-Beh.pdf

The CO2 Battery is highly competitive against other storage technologies

https://www.sandia.gov/app/uploads/sites/256/2024/10/MainRoom_Session3_Energy-Dome.pdf

Underground Energy Storage

https://www.sandia.gov/app/uploads/sites/256/2024/10/Main-Room_Session5_3_William-Taggart.pdf

optimize Capex & Opex, Energy, CO2e (Scope 1-3), Returns & Policy

https://europe.uli.org/wp-content/uploads/2024/09/2024.10.03_ULI_PIC-Europe_2024_Optiml_Public-Deck.pdf

Summary of how our Plan and Performance final percentiles are calculated

https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/nature-and-biodiversity/report.pdf

Supply chains continue to be geographically concentrated

https://www.mckinsey.com/~/media/mckinsey/industries/energy%20and%20materials/our%20insights/global%20materials%20perspective%202024/global-materials-perspective-2024.pdf

Energy demand is projected to increase

https://www.fie.undef.edu.ar/ceptm/wp-content/uploads/2024/09/global-energy-perspective-2024.pdf

BCG AND CO2 AI CARBON EMISSIONS SURVEY 2024

https://web-assets.bcg.com/dc/28/5f214e484c28a42874d53a6955d7/why-climate-leaders-are-seeing-bottom-line-results-sep-2024-edit-03.pdf

Zero emissions don't come without costs

https://institute.bankofamerica.com/content/dam/sustainability/role-of-nuclear-in-net-zero-transition.pdf