Publications
The electric fast-track for emerging markets
How electrotech can serve the billion people left behind by the fossil system and open up a faster path to prosperity.
The energy security fallout: from fossil fuel fragility to electric independence
The fragility of global fossil fuel supply underscores why scaling renewables and electrification is essential for lasting energy security.
Reframing Energy for the Age of Electricity
We need to count energy from the perspective of the consumer in order to understand the changes sweeping the energy sector. There are four battles in the energy system and electrotech is set to win three of them.
Electrotech revolution in ten charts
The big picture of the energy transition in a few snapshots.
India’s electrotech fast-track: where China built on coal, India is building on sun
Cheap electrotech is enabling India to industrialise without the long fossil detour taken by China and the West.
China energy transition review
China’s surge in renewables and whole-economy electrification is rapidly reshaping energy choices for the rest of the world, creating the conditions for a decline in global fossil fuel use.
The long march of electrification
A century of growth in electricity has brought us to the Age of Electricity.
The electrification imperative
How a switch from burning fossil fuels to using electricity can unlock the full value of the energy transition
The Battery Mineral Loop
Recycling and technology improvements mean that we have enough minerals to drive the energy transition. We will see peak demand for virgin material in the early 2030s.
The Incredible Inefficiency of the Fossil Energy System
The fossil fuel system wastes two thirds of primary energy to produce useful energy. That makes it much easier to disrupt.
X-Change: The Race to the Top
There is a race to lead the energy transition between China, Europe and the US. Whilst all compete in renewables, China is leading in manufacturing and electrification.
X-Change: Batteries
Battery demand is growing exponentially, driving the energy transition.
X-Change: Cars
EV demand is growing exponentially and will dominate car sales by the end of the decade.
X-Change: Electricity
Solar and wind supply is growing up S-curves, already supplies 90% of new capacity and will start to push fossil fuels out of the electricity system by the end of the decade.
The Renewable Revolution: It’s exponential, global, and this decade
Our key 2023 presentation on renewables as the driver of the energy transition.
A Theory of Rapid Transition: How S-Curves Work and What We Can Do to Accelerate Them
How S-curves work to drive technology change.
Peaking: A Theory of Rapid Transition
Why rapid growth of the new leads to peaks of the old.