Name: Hidden analogies between the shale bust and the renewables boom
Brand: Wood Mackenzie
SKU: 136868
Price: 1350 USD
Availability: OnlineOnly
Author: Wood Mackenzie

Insight 27 May 2021

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            <h3 class="mega store_featured_content_extrabold store_font_black">Report summary</h3>
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Sitting in the driver’s seat today, renewable energies are benefiting from a unique policy push and they’ll be the growth game for the coming decades. But just like they were in shale a decade ago, similar lofty expectations to ensure progress are again a key element that’s helping to lure investors. Capital is plentiful in renewables, just like it was in shale’s early years. Technology expectations are high as well. Can green energies stakeholders learn from some of shale’s missteps, particularly where common enablers exist? No one wanted to pass up the next XTO in the mid 2000’s and no one wants to miss the next Ørsted now.</div>
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                    <h3 class="alpha push-half--bottom">Table of contents</h3>

<li class="list__item-toggle font-semibold">
        Executive summary
    </li>

<li class="list__item-toggle">
        <a href="#b1f0a784-6977-4325-94b1-2e4033f74d66" class="js-toggle-local list__link-toggle dark-link font-semibold" role="button" aria-controls="b1f0a784-6977-4325-94b1-2e4033f74d66" aria-expanded="false">
            1. Over-optimistic modelling
        </a>
        <ul id="b1f0a784-6977-4325-94b1-2e4033f74d66" class="panel-toggle push-half--left push-half--bottom">
                <li class="push-quarter--bottom">
        State of renewables models today
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        <a href="#dd81d21b-4ddb-44a5-9263-6149345aaed6" class="js-toggle-local list__link-toggle dark-link font-semibold" role="button" aria-controls="dd81d21b-4ddb-44a5-9263-6149345aaed6" aria-expanded="false">
            2. Cheap capital masks risk
        </a>
        <ul id="dd81d21b-4ddb-44a5-9263-6149345aaed6" class="panel-toggle push-half--left push-half--bottom">
                <li class="push-quarter--bottom">
        Financing new energies
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</ul>
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        <a href="#f6641de6-ee72-4809-a0c5-d6575a8029bd" class="js-toggle-local list__link-toggle dark-link font-semibold" role="button" aria-controls="f6641de6-ee72-4809-a0c5-d6575a8029bd" aria-expanded="false">
            3. Technology gains plateau
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        <ul id="f6641de6-ee72-4809-a0c5-d6575a8029bd" class="panel-toggle push-half--left push-half--bottom">
                <li class="push-quarter--bottom">
        Update on renewables technology gains
    </li>

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        <a href="#0eca7865-5676-43ca-95b2-a5efe5a77b4f" class="js-toggle-local list__link-toggle dark-link font-semibold" role="button" aria-controls="0eca7865-5676-43ca-95b2-a5efe5a77b4f" aria-expanded="false">
            4. Scaling projects will create a new set of operational challenges
        </a>
        <ul id="0eca7865-5676-43ca-95b2-a5efe5a77b4f" class="panel-toggle push-half--left push-half--bottom">
                <li class="push-quarter--bottom">
        Scaling-up new energy
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        <a href="#77a08c0c-fb69-46de-9d97-f67c3c89136c" class="js-toggle-local list__link-toggle dark-link font-semibold" role="button" aria-controls="77a08c0c-fb69-46de-9d97-f67c3c89136c" aria-expanded="false">
            5. Supply success can capsize markets
        </a>
        <ul id="77a08c0c-fb69-46de-9d97-f67c3c89136c" class="panel-toggle push-half--left push-half--bottom">
                <li class="push-quarter--bottom">
        Renewables market dynamics differ
    </li>

</ul>
    </li>

<li class="list__item-toggle font-semibold">
        Conclusion
    </li>

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<h3 class="alpha push-half--bottom">Tables and charts</h3>

<p class="push-half--bottom">This report includes the following images and tables:</p>

<ul class="list list--bullets">
        <li class="list__item push-quarter--bottom"></li><li class="list__item push-quarter--bottom">Evolution of WoodMac supply views</li><li class="list__item push-quarter--bottom">Average Permian performance by year drilled</li><li class="list__item push-quarter--bottom">Global wind and solar market growth (base case)</li><li class="list__item push-quarter--bottom"></li>
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<h3 class="alpha push-half--bottom ">What's included</h3>
<p class="push-half--bottom ">This report contains:</p>
<ul class="list"><li class="list__item-icon push-half--bottom"><svg class="list__image-icon" width="13.9" height="17.2" viewBox="0 0 13.9 17.2"><title>Document</title><g fill="#232323"><path d="M13.8 3.5L10.3.2c-.1-.2-.2-.2-.3-.2H1.5C.7 0 0 .7 0 1.5v14.2c0 .8.7 1.5 1.5 1.5h10.9c.8 0 1.5-.7 1.5-1.6V3.8c0-.1 0-.2-.1-.3zm-3.4-1.8l1.7 1.6h-1.7V1.7zm2 14.4H1.5c-.2 0-.5-.2-.5-.5V1.5c0-.2.3-.5.5-.5h7.8v2.9c0 .2.2.5.5.5h3.1v11.3c0 .2-.2.4-.5.4z"></path><path d="M11.1 6.3H3.7c-.2 0-.5.2-.5.5s.2.5.5.5H11c.3 0 .6-.2.6-.5s-.3-.5-.5-.5zM11.1 12.6H3.7c-.2 0-.5.2-.5.5 0 .2.2.5.5.5H11c.3 0 .6-.2.6-.5-.1-.3-.3-.5-.5-.5zM3.7 10.4H11c.3 0 .6-.2.5-.5 0-.2-.2-.5-.5-.5H3.6c-.2 0-.5.2-.5.5 0 .2.2.5.6.5z"></path></g></svg>
<p class="font-regular" >Hidden analogies between the shale bust and the renewables boom</p>
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