the research consultancy for energy technologies
…at least one optical fiber, often many, surrounded by protective exterior layers of sheathing and possibly armoring. By 2020, over 5bn kilometers of fiber-optic cables have been deployed globally. Estimates…
…overview, please see our data-file into the energy use of fiber optic cables. https://thundersaidenergy.com/downloads/energy-intensity-of-fiber-optic-cables The economics of fiber optic cables are sensitive to cable length, utilization, and especially capex costs,…
…these patents, we identify and evaluate the largest listed fiber optic companies, including a helpful profile of each company, their revenues, and the percent of their revenues from fiber-optic cables….
New AI data-centers are facing bottlenecked power grids. Hence this 15-page note compares the costs of constructing new power lines, gas pipelines or fiber optic links for GW-scale computing. The…
…broader work into solar, wind, AC transmission lines, HVDCs, LNG and midstream infrastructure. Relevant to the data-center industry, we have also tabulated the timelines for fiber optic cables as a…
This data-file summarises 25 of the most recent technical papers around the industry, using fiber-optic cables for Distributed Acoustic Sensing (DAS). The technology is hitting critical mass to spur shale…
…note focuses on the most exciting new data methodology we have seen across the shale space: distributed acoustic sensing (DAS) using fiber-optic cables. It has now reached critical momentum, to…
…is best illustrated by our deep-dive note, Winner Takes All, but also be recent work focusing on the emerging opportunities with Fibre-Optic Sensing and Shale-EOR. Can we help? If you…
…as they accept project risk. This might include building out power grids, pipelines, fiber-optic cables, and PPA-backstopped wind and solar. And thus another legitimate strategy in the energy transition investing…
…phones, tablets, laptops, hard discs, solid state-drives, printed circuit boards, servers in data-centers, power supply units, adapters, copper cables and fiber optic cables. Five materials make up c85% of the…