The energy industry is going through its greatest ever period of change, to meet the world’s future energy needs, but remove all of the CO2. We help leading decision makers find opportunities in the energy transition, with data-driven research and economic analysis.
Economic analysis is crucial. We all see hyperbolic headlines, around wind, solar, batteries, hydrogen, fuel cells and other breakthrough technologies. But what is their true impact? Are they technically ready? What do they cost? Where are the risks? What are the resource bottlenecks to ramp them up? Which companies have patented the leading technologies? What role remains for oil, gas, shale or LNG in a decarbonized energy system? And most excitingly, what are the ‘non-obvious’ opportunities that will help the world reach ‘net zero’, but are not yet widely recognized?
These are the questionsthat we answer in our energy transition research. Each week we publish a deep-dive report into a specific topic. Each day we also publish new economic datapoints and models. The goal is to make our readers into the smartest decision-makers in the energy transition.
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All of our energy transition research is linked TSE insights page Additionally, you can follow us on LinkedIn or Twitter. Full details on our subscription service are linked work with us page. Please scroll down the page for our research philosophy, an overview of our conclusions into the energy transition, and a summary of some of our recent research…
What is our energy research philosophy? The world needs better energy. To make this happen, economic opportunities must be better understood by leading decision-makers.
Our mission is to bridge this gap, with differentiated, data-driven analysis into the energy transition, energy technologies and their impacts.
Our philosophy is that researchshould be unbundled and transparent, hence all the data-files underpinning our work can be downloaded via our energy transition research portal.
We help our clientsfind opportunities in better energy technologies, find opportunities in the energy transition and avoid the mounting risks and bubbles.
We practice what we preach and our organization has been CO2-neutral since its inception, including ongoing contributions to nature-based CO2 removal projects.
Our organization is namedin homage to ‘What the Thunder Said‘, which is the final section, and the resolution, of T. S. Eliot’s 1922 masterpiece, the Waste Land.
Our latest ideas in the energy transistion are summarized here in chronological order, across wind, solar, battery, gas, CCS and nature. Our full research portal contains a more comprehensive summary of all of our energy transition research.
The page below may also be useful, if you would like to read the outlines of all of our published research research notes, and simply explore some of our ideas, around opportunities in the energy transition.
Using a commodity more efficiently can cause its demand to rise not fall, as greater efficiency opens up unforeseen possibilities. This is Jevons’ Paradox. Our 16-page report finds it is more prevalent than we expected. Efficiency gains underpin 25% of our roadmap to net zero. To be effective, commodity prices must also rise and remain high, otherwise rebound effects will raise demand.
This 17-page note makes the largest changes to our shale forecasts in five years, on both quantitative and qualitative signs that productivity growth is slowing. Productivity peaks after 2025, precisely as energy markets hit steep undersupply. We still see +1Mbpd/year of liquids potential through 2030, but it is back loaded, and requires persistently higher oil prices?
Lighting is 2% of global energy, 6% of electricity, 25% of buildings’ energy. LEDs are 2-20x more efficient than alternatives. Hence this 16-page report presents our outlook for LEDs in the energy transition. We think LED market share doubles to c100% in the 2030s, to save energy, especially in solar-heavy grids. But demand is also rising due to ‘rebound effects’ and use in digital devices.
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We add value to some of the leading decision-makers in energy and investing; publishing differentiated research, data and models, focused on energy technologies and energy transition, sent out daily to the Thunder Said Energy distribution list.
Our clients include 255 world-class companies: corporations, investors and private equity firms, navigating the energy transition. Please see our pricing sheet for further details on our subscriptions.
Sign up below to receive our best ideas and insights (free). This will subscribe you to our distribution list, and also create a log-in to our research portal, giving you access to additional content.
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More About Thunder Said Energy
We help leading decision-makers identify economic opportunities that will drive the energy transition, re-shape energy markets and give companies an edge. Please find out how we can save you time and help your process in our highlights-presentation below…
More About Our Team and Background
A short biography of Thunder Said Energy’s founder and CEO, Rob West, is available on our About Us page.
More About Our Distribution List
We send a daily email to the 7,000 individuals on our distribution list, which covers the best ideas from our recent research into the energy transition. Often this includes more time-sensitive commentary, compared to what is posted on the website. The best way to join the distribution list is via filling in the contact form above.
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