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Energy economics: an overview?
This data-file provides an overview of energy economics, across 175 different economic models constructed by Thunder Said Energy, in order to put numbers in context. This helps to compare marginal costs, capex costs, energy intensity, interest rate sensitivity, and other key parameters that matter in the energy transition.
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LNG: top conclusions in the energy transition?
Thunder Said Energy is a research firm focused on economic opportunities that drive the energy transition. Our top ten conclusions into LNG are summarized below, looking across all of our research.
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Hydrogen: overview and conclusions?
We think the best opportunities in hydrogen will be to decarbonize gas at source via blue and turquoise hydrogen, displacing ‘black hydrogen’ that currently comes from coal, and to produce small-scale feedstock on site via electrolysis for select industries. Others see green hydrogen as a cornerstone of the future energy system. We think there may…
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Energy storage: top conclusions into batteries?
Thunder Said Energy is a research firm focused on economic opportunities that can drive the energy transition. Our top ten conclusions into batteries and energy storage are summarized below, looking across all of our research.
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Power grids: opportunities in the energy transition?
Power grids move electricity from the point of generation to the point of use, while aiming to maximize the power quality, minimize costs and minimize losses. Broadly defined, global power grids and power electronics investment must step up 5x in the energy transition, from a $750bn pa market to over $3.5trn pa. But this theme…
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TSE Patent Assessments: a summary?
This data-file aggregates all of our patent assessments into a single reference file, so different companies’ scores can be compared and contrasted. Our average score is 3.5 out of 5.0. Skew is to the downside. Intelligibility is the biggest challenge. Scores correlate with TRL and revenues.
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CO2 intensity of materials: an overview?
This data-file tabulates the energy intensity and CO2 intensity of materials, in tons/ton of CO2, kWh/ton of electricity and kWh/ton of total energy use per ton of material. The build-ups are based on 160 economic models that we have constructed to date, and simply intended as a helpful summary reference. Our key conclusions on CO2…
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Energy transition companies?
This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy transition research, as a useful reference for TSE’s clients. The database summarizes over 3,000 mentions of 1,400 energy transition companies, their size, focus and a summary of our key conclusions, plus links to further research.
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Nature based solutions to climate change?
Nature based solutions are likely to deliver c20-25% of the decarbonization in a realistic roadmap to net zero. Reforestation is low-cost (c$50/ton), technically ready, convenient and helps nature. Key challenges are improving the quality of nature-based CO2 removals and accelerating momentum. We see upside for companies that can clear these hurdles. Our top ten conclusions…
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Global energy: supply-demand model?
This global energy supply-demand model combines our supply outlooks for coal, oil, gas, LNG, wind and solar, nuclear and hydro, into a build-up of useful global energy balances in 2023-30. Energy markets can be well-supplied from 2025-30, barring and disruptions, but only because emerging industrial superpowers will continuing using high-carbon coal.
Content by Category
- Batteries (85)
- Biofuels (42)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (38)
- Company Diligence (87)
- Data Models (803)
- Decarbonization (156)
- Demand (106)
- Digital (51)
- Downstream (44)
- Economic Model (196)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (267)
- LNG (48)
- Materials (79)
- Metals (70)
- Midstream (43)
- Natural Gas (144)
- Nature (75)
- Nuclear (22)
- Oil (161)
- Patents (38)
- Plastics (44)
- Power Grids (118)
- Renewables (149)
- Screen (109)
- Semiconductors (30)
- Shale (50)
- Solar (67)
- Supply-Demand (45)
- Vehicles (90)
- Wind (43)
- Written Research (340)