the research consultancy for energy technologies

  • Carbon markets: charity case?

    Carbon markets: charity case?

    Carbon markets incentivize renewable energy, CCS, DAC, nature-based solutions and other CO2 offsets. In the past, we naïvely assumed these would grow as much as needed to reach Net Zero by 2050. This 14-page note revises our forecasts, by analogy to other forms of charitable giving. We see voluntary carbon markets reaching $400bn pa by…

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  • Carbon markets: by category over time?

    Carbon markets: by category over time?

    This data-file quantifies global carbon markets by category over time, including the EU ETS as an example of a compliance market, RECs, CCS and VERRA-certified “carbon credits”, across categories such as REDD, reforestation and other “carbon offsets”. We also draw analogies with charitable giving and forecast carbon markets out to 2050.

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  • Energy economics: an overview?

    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?

    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?

    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?

    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: 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?

    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?

    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?

    Energy transition companies?

    This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy technology research, as a useful reference for TSE’s clients. The database summarizes 3,000 mentions of 1,700 energy transition companies, broader energy producing and consuming companies, their size, focus and a summary of our key conclusions, plus links…

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