Saturday, March 8, 2025

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

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https://img.saurenergy.com/2025/03/volta-foundation-study_compressed_compressed.pdf
Tuesday, March 4, 2025

Heliocentrism: 15th Annual Energy Paper

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https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/heliocentrism-amv.pdf
Monday, March 3, 2025

Financing the energy transition: 2024 funding and financing

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https://heathcoteinvestment.com/wp-content/uploads/2025/03/Nuveen-Presentation.pdf
Sunday, March 2, 2025

Clean Tech Company Performance Statistics

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https://www.cambridgeassociates.com/wp-content/uploads/2025/02/Cambridge-Associates-Clean-Tech-Company-Performance-Statistics-2Q24.pdf
Wednesday, February 26, 2025

Share of Scope 3 emissions across sectors

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https://expomanufactura.com.mx/archivo/30/Miguel-Angel-Alcaraz.pdf
Sunday, February 9, 2025

Who Makes the Car - ICE vs EV component systems

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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

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https://ir.citi.com/gps/ftIuVtY2w1CV3Lomp_Ygw-10ZSGBKX8HVbVlY5kjFiHeA_9xuKAuga5Q4dNP_P0Jx1XYrZL6kcVEGLnLvPtL1t2FO54PzMluTZwvE-aQGWxoDOgWmThD...
Monday, February 3, 2025

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

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https://assets.bbhub.io/professional/sites/24/951623_BNEF-Energy-Transition-Trends-2025-Abridged.pdf
Sunday, January 26, 2025

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

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https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/five-drivers/FinalReport.pdf
Saturday, January 25, 2025

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

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

Where are the innovation opportunities?

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https://www.greenfinanceinstitute.com/wp-content/uploads/2024/12/Dec24-what-next-for-financing-network-innovation.pdf
Friday, January 17, 2025

Movement of critical minerals around the world

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https://reports.weforum.org/docs/WEF_Powering_the_Future_2025.pdf
Saturday, January 4, 2025

The current state of emissions and climate technology investment

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https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/esg/cb-insights-innovation-economy-climate-tech-report-2024.pdf
Wednesday, December 25, 2024

Global resource production for key technologies is highly concentrated

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https://www.newyorklifeinvestments.com/assets/documents/perspectives/gms-macro-pulse.pdf
Sunday, December 22, 2024

Energy | Ultra-deep drilling

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

Decarbonization Radar

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https://science.osti.gov/-/media/sbir/pdf/Commercialization-Resources/2024/Developing-Strategic-Cap-Table-Workshop-December-10-2024-FINAL-TO...
Thursday, December 19, 2024

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

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https://www.andi.com.co/Uploads/1.%20Global%20Perspective%20en%20formato%20solicitado%20v2_638654458566329958.pdf
Thursday, December 5, 2024

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

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https://www.apolloacademy.com/wp-content/uploads/2024/12/120524_GlobalIndustrialRenaissance.pdf
Wednesday, December 4, 2024

Total global energy consumption: renewables vs all other sources

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https://assets.kpmg.com/content/dam/kpmg/kz/pdf/2024/12/Energy-transition-investment-outlook.pdf
Wednesday, November 27, 2024

GenAI Raises Power Problems

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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.

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https://www.apolloacademy.com/wp-content/uploads/2024/11/11-27-chart-new.pdf
Thursday, November 21, 2024

Future Car Wars - EV penetration to ramp materially

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https://lsa.umich.edu/content/dam/econ-assets/Econdocs/RSQE%20PDFs/Murphy_Perspective_EV_Election.pdf
Friday, November 15, 2024

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

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

Hot topic in Hydrogen

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https://www.h2ub.com/wp-content/uploads/2024/11/H2UB-Market-Intelligence_2023-Q4_Excerpt.pdf
Thursday, November 14, 2024

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

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

The Era of Flat Power Demand is Over

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

U.S. Energy Transition Investment 2004-2023

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https://www.dallasfed.org/-/media/documents/research/events/2024/24energy/24energy-lamotte.pdf
Sunday, November 10, 2024

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

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https://iea.blob.core.windows.net/assets/66dacff6-7e07-421a-93fc-61ea225385bf/CleanEnergyMarketMonitorNovember2024.pdf
Saturday, November 2, 2024

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

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https://www.andi.com.co/Uploads/1.%20Global%20Perspective%20en%20formato%20solicitado%20v2_638654458566329958.pdf
Wednesday, October 30, 2024

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

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https://www.iso-ne.com/static-assets/documents/100016/2024-10-29_etwg_a06_iron-air_battery_technology_and_applications_overview_final.pdf
Sunday, October 27, 2024

Opportunity Blossoms: The Business of Curbing Nature Loss

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https://assets.bbhub.io/professional/sites/24/Nature-Opportunities-2024.pdf
Friday, October 25, 2024

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

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https://www.apolloacademy.com/wp-content/uploads/2024/10/102524-Chart_updated.pdf
Wednesday, October 23, 2024

Lithium-ion battery prices are falling again

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https://electrificationcoalition.org/wp-content/uploads/2024/10/State-of-EV-Market-2024_10_11.pdf
Saturday, October 19, 2024

Energy transition investment ($bn), historical

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https://www.dbresearch.com/PROD/RPS_DE-PROD/PROD0000000000536222/Latest_in_AI%3A_Nuclear_switch__Nobel_moment__AI_in_.PDF    
Monday, October 14, 2024

US power supply, TWh

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https://esbootcamp.naseo.org/data/energymeetings/presentations/Noffsinger.pdf
Saturday, October 12, 2024

Hydrogen production by technology and by region, 2021-2024

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https://static1.squarespace.com/static/5c350d6bcc8fedc9b21ec4c5/t/6706c8ea468cf45dea7ea777/1728497964326/IEA+GlobalHydrogenReview2024.pdf
Thursday, October 10, 2024

Organic Flow Batteries

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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

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

Underground Energy Storage

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https://www.sandia.gov/app/uploads/sites/256/2024/10/Main-Room_Session5_3_William-Taggart.pdf
Wednesday, October 2, 2024

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

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https://europe.uli.org/wp-content/uploads/2024/09/2024.10.03_ULI_PIC-Europe_2024_Optiml_Public-Deck.pdf
Monday, September 30, 2024

Summary of how our Plan and Performance final percentiles are calculated

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https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/nature-and-biodiversity/report.pdf
Friday, September 27, 2024

Supply chains continue to be geographically concentrated

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https://www.mckinsey.com/~/media/mckinsey/industries/energy%20and%20materials/our%20insights/global%20materials%20perspective%202024/global-...
Sunday, September 22, 2024

Energy demand is projected to increase

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https://www.fie.undef.edu.ar/ceptm/wp-content/uploads/2024/09/global-energy-perspective-2024.pdf
Tuesday, September 17, 2024

BCG AND CO2 AI CARBON EMISSIONS SURVEY 2024

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https://web-assets.bcg.com/dc/28/5f214e484c28a42874d53a6955d7/why-climate-leaders-are-seeing-bottom-line-results-sep-2024-edit-03.pdf
Friday, September 6, 2024

Zero emissions don't come without costs

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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

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https://www.apolloacademy.com/wp-content/uploads/2024/09/Sep0624-Chart-v2.pdf
Thursday, August 29, 2024

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

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https://www.monitoringanalytics.com/reports/PJM_State_of_the_Market/2024/2024q2-som-pjm.pdf
Friday, August 23, 2024

Are we really in an energy transition?

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https://arpa-e.energy.gov/sites/default/files/2024-08/Day1_15_Jackson_Staff.pdf
Thursday, August 15, 2024

What are the next-gen EV battery chemistries?

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https://institute.bankofamerica.com/content/dam/transformation/next-gen-tech-mobility.pdf
Wednesday, August 14, 2024

Climate funding diversified, but saw minimal growth in 2023

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