We wrote in an earlier blog that the Paris Agreement’s goal to limit global warming to well below 2 °C compared to pre-industrial levels will be challenged by decarbonization of several hard-to-abate sectors. The chemical industry is both one of the largest consumers of energy globally and a hard-to-abate sector. A large portion of carbon […]
“Green premiums”: A new approach to energy transition investments
Nearly two-thirds of global greenhouse gas emissions can be attributed to CO2 from fossil fuel combustion and industrial processes. A report from the Intergovernmental Panel on Climate Change (IPCC) outlines the potential for emissions to fall to 70% of the current levels over the next three decades but more needs to be done to limit […]
Energy transition: Faster and faster in 2021
Energy transition stood out for growth and opportunity in an otherwise difficult energy industry landscape in 2020. Consumer and investor appetite both grew voraciously in 2020 for a broad range of low-carbon, sustainable, resource-efficient, and environmentally-friendly offerings and technologies. Policy support also grew although most of it was in Europe and, to a certain extent, […]
Top 10 ESG Trends in Energy
Investors and consumers are pressuring companies to seriously incorporate Environment, Social, and Governance (ESG) practices into their culture and operations. ESG has gone from a nice-to-have feature to a must-have pre-requisite as it is influencing investments and will ultimately decide winners and losers in the energy market going forward. The pressure of ESG is being […]
Regulations to drive U.S renewable diesel capacity growth through 2025
In 2019, U.S. renewable diesel capacity was around 26,000 barrels per day (Exhibit 1) but U.S. refiners are growing this capacity by more than twice with several new renewable diesel capital project announcements. U.S. renewable diesel capacity is expected to grow to 171,000 barrels per day over the next five years with several announced plants […]
Energy Transition and Coal-Fired Power
The energy transition is the journey from a fossil-based to a carbon-free energy system. In order to achieve the energy transition, utilities must strive towards 100% electrification. Advocacy groups such as the Sierra Club have been pushing for decarbonization and are collaborating with cities and utilities to enact regulations and implement best practices in sustainability […]
Energy Policy Proposals of the U.S. Presidential Candidates
With the 2016 presidential election right around the corner, ADI Analytics has summarized the proposed energy policies of Donald Trump and Hillary Clinton. Our summary is based on the candidates’ energy policies from their websites and comments on energy issues from interviews and speeches. To the extent possible, policy proposals have been summarized in the […]
Oil Majors Pursue Energy Storage
In May 2016, Total announced a $1.1 billion purchase of battery maker, Saft. This is the largest investment into energy storage by an oil and gas company to date. Total is not alone in investing in energy storage technology to help support efforts to provide more renewable energy. Several other oil and gas companies have […]
Exploring Alternatives to Silicon Photovoltaic Cells
In today’s solar power industry, about 90% of solar panels are made from silicon materials. The price of silicon photovoltaics has fallen significantly enabling it to be a key driver for the success of solar energy. However, a disadvantage of silicon photovoltaics is that the cells use 1,000 times more light absorbing material than alternative […]
A portfolio of renewables can supply India’s demand for electricity
The big energy challenge of the future will be supplying enough low-carbon power to meet the emerging economies’ growing demands. Although renewable capacity continues to grow, as this blog has noted in the past, notwithstanding depressed financing, waning popular interest, disappearing subsidies, and slower technological progress, there is growing concern that renewables cannot be an important […]
