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Energy and national security: network risk?
National security risks are rising in developed world energy systems, as geopolitics grow more adversarial, and cyber-attacks are at new highs. This 16-page report finds that electrification is on balance making energy systems more vulnerable, then outlines mitigation measures, and opportunities?
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Microwave Chemical: electrical heating?
Microwave Chemical is a small-cap company, developing microwave-based heating solutions, across over a dozen use cases, from acrylic recyling, to producing food/cosmetic compounds, to carbon fiber (particularly interesting!). We reviewed a dozen of the company’s patents in this data-file, which is a Microwave Chemical technology review and finds a moat in efficient microwave heating.
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Computer memory: aide memoire?
Three types of computer memory dominate modern information processing: Flash, DRAM and SRAM. This 5-page note simply covers each one, how it works, what it costs, advantages, disadvantages, market sizes and leading companies. AI likely boosts all three, but can more SRAM unlock big efficiency gains?
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Water intensity of power generation?
The water intensity of US power generation averages 21 liters per kWh (5,600 gallons per MWH), but 95% of this total comes from evaporation at hydro reservoirs. Excluding hydro power, good estimates are that nuclear power uses 2.1 liters/kWh of water, coal power uses 2 liters/kWh and CCGTs use 1.2 liters/kWh, or less in some…
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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.
Content by Category
- Batteries (84)
- Biofuels (42)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (36)
- Company Diligence (86)
- Data Models (792)
- Decarbonization (156)
- Demand (104)
- Digital (50)
- Downstream (44)
- Economic Model (194)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (261)
- LNG (48)
- Materials (78)
- Metals (69)
- Midstream (43)
- Natural Gas (144)
- Nature (75)
- Nuclear (22)
- Oil (161)
- Patents (38)
- Plastics (43)
- Power Grids (118)
- Renewables (147)
- Screen (107)
- Semiconductors (30)
- Shale (50)
- Solar (67)
- Supply-Demand (45)
- Vehicles (88)
- Wind (40)
- Written Research (335)
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