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

More wind and solar projects under construction in China than the rest of the world combined

https://www.apolloacademy.com/wp-content/uploads/2024/09/Sep0624-Chart-v2.pdf

Total price per MWh by category: January through June, 2023 and 2024

https://www.monitoringanalytics.com/reports/PJM_State_of_the_Market/2024/2024q2-som-pjm.pdf

Are we really in an energy transition?

https://arpa-e.energy.gov/sites/default/files/2024-08/Day1_15_Jackson_Staff.pdf

What are the next-gen EV battery chemistries?

https://institute.bankofamerica.com/content/dam/transformation/next-gen-tech-mobility.pdf

Climate funding diversified, but saw minimal growth in 2023

https://s3.ap-south-1.amazonaws.com/climake.co/The_State_of_Climate_Finance_in_India_2024.pdf

Demand scenarios and material intensity levels for new technologies, GW/M units

http://www.yrdcpcn.org.cn/upload/2024/0626/1758ede1-4353-4298-85f1-3d309ec33d64.pdf

In the near term, however, the US would need to plug the

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

A combination of technology, behavior change, incentives and enforcement could change energy peaks

https://institute.bankofamerica.com/content/dam/transformation/next-gen-tech-energy.pdf

Rising incomes in MICs accompanied by rising energy and emissions intensity

https://bfi.uchicago.edu/wp-content/uploads/2024/08/Day4_MariaVagliasindi_Growth-Academy-MV-August-2024.pdf

The Missing Middle in Climate

https://www.calpers.ca.gov/docs/board-agendas/202407/full/day-2/5/Presentation--Evolution-of-the-Private-Equity-Industry_a.pdf

Hard to Abate Sectors & Emissions II

https://www.citifirst.com.hk/home/upload/citi_research/rsch_pdf_30261955.pdf

Share of primary energy consumption from renewable sources, 2023

https://www.apolloacademy.com/wp-content/uploads/2024/07/072924-Chart.pdf

Circular plastics: Invest, reuse, repeat

https://institute.bankofamerica.com/content/dam/sustainability/circular-economy-plastics-recycling.pdf

The Climate x FinTech Ecosystem

https://media.licdn.com/dms/document/media/D4E1FAQGESMwL9V0m2Q/feedshare-document-pdf-analyzed/0/1720503046018?e=1721865600&v=beta&t=xs3puXceUgWHwmz9dqiwj4k5vWjVwQgH3We0Z-0peqc

Less so, in a world of everchanging short term risks

https://felaban.s3-us-west-2.amazonaws.com/memorias/C%C3%B3mo%20gestionar%20los%20riesgos%20en%20un%20entorno%20VUCA%20.pdf

Battery demand is projected to reach 8.1 TWh by 2035, mostly concentrated in China

https://www.lme.com/-/media/Files/Events/LME-Asia-week-2024/2024-presentations/Evolving-battery-material-trends-are-the-analysts-getting-it-right.pdf

Policies affecting cleantech activity

https://bef-research.com/wp-content/uploads/2024/07/eif_working_paper_2024_98.pdf

Relative European position vs leading or second-best region on a range of metrics

https://www.ipebs.it/wp-content/uploads/2024/05/MAURIZIO-DONATO.pdf

TSR top performers generally excelled over the past five years and last year

https://web-assets.bcg.com/94/00/f61839d0402882cb682499fc20f2/energy-vcr-slideshows-june-2024-edit-04.pdf

The Power of Cost Curves in Climate

https://www.calpers.ca.gov/docs/board-agendas/202407/full/day-2/5/Presentation--Evolution-of-the-Private-Equity-Industry_a.pdf

Semiconductor Manufacturing is the extreme example of this.

https://betterbuildingssolutioncenter.energy.gov/sites/default/files/2024-07/Quality%20on%20Tap%20-%20Slides.pdf

The US now produces more energy than it consumes

https://www.apolloacademy.com/wp-content/uploads/2024/07/070824-Chart.pdf

Generating capacity is rising. The EIA forecasts a rise of 3% in 2024 and 1% in 2025.

https://institute.bankofamerica.com/content/dam/bank-of-america-institute/economic-insights/powering-the-revolution.pdf

A Record Breaking Year

https://www.2150.vc/wp-content/uploads/2024/06/2150_Impact-report-2023_MASTER.pdf

Technologies beat commodities on costs

https://rmi.org/wp-content/uploads/dlm_uploads/2024/06/RMI-Cleantech-Revolution-pdf.pdf

The world now invests almost twice as much in clean energy as it does in fossil fuels.

https://iea.blob.core.windows.net/assets/b7f43616-e90d-4314-be5e-47f66a89a4b0/WorldEnergyInvestment2024.pdf

Financial flows in energy investment

https://iea.blob.core.windows.net/assets/50cfc402-1b4d-463f-86ee-4f39c42da35d/WorldEnergyInvestment2024MethodologyAnnex.pdf