Dec
03
2020
Sun Cable plans to build the world’s largest solar project by 2027. Its undersea electricity cable will connect the remote solar farm to consumers. Key Points: The Australia -ASEAN Power Link built by Sun Cable (a Singaporean renewable energy company)...
Nov
18
2020
'Sun Machine', the world's largest science project, was born in the 1980s to produce clean energy. Sun Machine's tokamak can harness nuclear fusion as a power source. The International Thermonuclear Experimental Reactor (ITER) project is worth €20bn (£18.2bn). The...
Jun
15
2020
Conventional energy sources such as coal, oil, natural gas, and nuclear material have a substantial effect on the environment via the release of harmful greenhouse gases (GHG). Carbon Dioxide (CO2) and Methane (CH4) account for over 90% of gases...
Jun
12
2020
If fracking does not recover from the oil price war and the slump in demand caused by Covid-19, renewable energy, wind and solar energy are potential investment beneficiaries.
The renewables sector is attractive due to high and growing global demand...
May
26
2020
According to the stats provided by the UK electricity grid, renewable energy sources wind and solar accounted for 30% of grid power over the last month vs. 23% this time last year and there has been no electricity on...
May
21
2020
The concept of renewable energy is not new. The oldest form of renewable energy dates back to more than a million years ago, where traditional biomass was used to generate fire. c. 7000 years ago, wind was used to...
Mar
09
2020
Part 1: As governments around the world battle with policy and
cultural changes required to meet the Paris Agreement climate change targets,
the pressure to expand renewable energy technology production is significant. Renewable energy share of total world energy consumption and electricity...
Aug
16
2019
In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth.
In part II we consider some of the implications for extractives (basic resources –...
Jul
29
2019
In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...