Hydraulic fracturing in the U.S. has shown that cheap, abundant natural gas can be a reality worldwide, with significant shale reserves on every inhabited continent. While government subsidies currently insulate solar from competition from gas, cheap gas could end the dream of unsubsidized grid pari...
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Case Study | April 11, 2022
Amid ongoing turmoil and news surrounding Russia's invasion of Ukraine, nations are scrambling to implement emergency strategies to help mitigate the situation. The impact of the invasion and resulting sanctions will be felt first in supply disruptions, particularly for key commodities, often ... Not part of subscription
Research Brief | April 19, 2022
The ongoing chip shortage has impacted many companies that depend on computer chips, from automotive to consumer electronics to companies developing IoT (Internet of Things) products in the spirit of digital transformation. Now, with the ongoing Russia–Ukraine war, the same companies are on the edge... Not part of subscription
News Commentary | May 16, 2022
NACFE (the North American Council on Freight Efficiency) found that 50% of Class 8 regional haulage trucks are ready to be fully electrified today. This is actually a slight downward revision ofNACFE's claims in 2021 that 70% are electrifiable after conducting additional interviews with fleet owners... Not part of subscription