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…deflation’ for many renewables technologies, as there are many line items re-inflating in our models. We will continue to look for opportunities in power-electronics and materials. https://thundersaidenergy.com/2021/07/29/offshore-wind-will-costs-follow-moores-law/ https://thundersaidenergy.com/2021/06/10/solar-costs-four-horsemen/ https://thundersaidenergy.com/2021/07/15/lithium-reactive/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/…

…Wind farms are noted in particular, as newer, taller turbines can now be ‘key-holed’ into forestry areas without impacting wind resources. This looks interesting to us. https://thundersaidenergy.com/downloads/wind-power-impacts-of-larger-turbines/ https://thundersaidenergy.com/2021/07/29/offshore-wind-will-costs-follow-moores-law/ https://thundersaidenergy.com/2021/04/08/wind-in-the-willows-wooden-turbines/ Biodiversity….

…https://thundersaidenergy.com/downloads/vehicle-efficiency-electrifying/ https://thundersaidenergy.com/downloads/energy-efficiency-of-household-appliances/ https://thundersaidenergy.com/downloads/lighting-historical-costs-and-energy-efficiency/ Green hydrogen is likely most challenged by this thermodynamic argument, out of any technology in the energy transition. Converting renewable energy into hydrogen energy in an electrolyser…

…2022-25 (notes below). This is going to create an explosive competition for scarce resources. The entire contracting strategies of resource-consuming companies could change as a consequence… https://thundersaidenergy.com/2022/04/14/energy-security-the-return-of-long-term-contracts/ https://thundersaidenergy.com/2022/04/21/direct-lithium-extraction-ten-grains-of-salt/ https://thundersaidenergy.com/2022/04/07/graphite-upgrade-to-premium/ https://thundersaidenergy.com/2022/03/24/nickel-solutions-unblocking-a-battery-bottleneck/…

…crowding out genuine decarbonization. https://thundersaidenergy.com/downloads/coal-industry-co2-per-ton/ https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ https://thundersaidenergy.com/downloads/waste-heat-recovery-the-economics/ https://thundersaidenergy.com/2020/08/28/the-great-leveler-why-co2-prices-are-crucial/ Nature based carbon offsets versus renewable energy credits? My own personal intuition is that RECs may have a role for some consumers…

…renewable assets, their underlying components, and power-electronics companies (some examples are profiled below). However, it is not necessarily great news for consumers, fore-suffering higher energy prices. https://thundersaidenergy.com/downloads/variable-frequency-drives-leading-companies/ https://thundersaidenergy.com/downloads/solar-inverters-products-costs-and-companies/ https://thundersaidenergy.com/downloads/shoals-solar-electronic-breakthrough/ https://thundersaidenergy.com/downloads/siemens-gamesa-giant-wind-turbine-breakthroughs/…

…the underlying theory of semiconductors, you will find it deeply uncomfortable to bet against the long-run rise of semiconductors. https://thundersaidenergy.com/2023/10/19/semiconductor-physics-piece-de-resistance/ https://thundersaidenergy.com/downloads/mosfets-energy-use-and-power-loss-calculator/ https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/2022/05/05/power-transmission-raising-electrical-potential/ https://thundersaidenergy.com/2023/09/07/leds-seeing-the-light/ https://thundersaidenergy.com/2023/04/20/what-is-the-energy-consumption-of-the-internet/ https://thundersaidenergy.com/2023/06/29/omniscience-how-will-ai-reshape-the-energy-transition/ Electric motors are also…

…chains that have crossed our screen, such as lithium, uranium or copper, and similar models could be translated across. https://thundersaidenergy.com/2021/07/15/lithium-reactive/ https://thundersaidenergy.com/downloads/uranium-mining-the-economics/ https://thundersaidenergy.com/downloads/copper-the-economics/ https://thundersaidenergy.com/downloads/energy-costs-of-mining-processes/ https://thundersaidenergy.com/downloads/mine-trucks-transport-economics/ (7) Where is it produced? Output…