Publications
X-Change: Batteries
Battery demand is growing exponentially, driving the energy transition.
The Eight Deadly Sins of Analyzing the Energy Transition
There are 8 profound weaknesses in the way that people model the energy transition. From linear thinking to a focus on endgame issues rather than change today.
Reality Check: The IEA Busts 10 Myths about the Energy Transition
The IEA busts 10 more myths about 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.
The Energy Transition in Five Charts and Not Too Many Numbers
A summary of the key drivers of the energy transition.
Peak Fossil Fuel Demand for Electricity
How the rise of solar and wind will drive peak fossil fuel demand for electricity.