-
Renewables: share of global energy and electricity by country?
This data-file is an Excel visualizer for some of the key headline metrics around renewables’ share of global energy: such as total global energy use, electricity generation by source, wind penetration and solar penetration; broken down country-by-country, and showing how these metrics have changed over time, in an easy-to-compare visual format.
-
Global hydrocarbon resources: across the history of the world?
We have quantified global hydrocarbon resources, from first principles, in this 15-page report. We estimate how much oil, gas and coal ever formed across the total history of the world. And more importantly, we estimate how much is left. Our numbers support an energy transition from coal to gas.
-
Global hydrocarbon resources and coal resources?
Global hydrocarbon resources and global coal resources — in-place resources and economically recoverable resources — are estimated from first principles in this data-file. We see the world’s remaining economically recoverable reserves of oil and gas being 4x larger than remaining economically recoverable reserves of coal.
-
Tunnel boring: the economics?
The global market for tunnel boring machines has been estimated at $7.5bn pa. But what are the costs of tunnel boring? This data-file models tunnel boring economics, estimated at $10M/km for civil infrastructure projects today, $30M/km for deep mine shafts, but will cheap solar and autonomous robots deflate costs?
-
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.
-
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.
-
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…
-
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.
-
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…
-
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 (96)
- Biofuels (44)
- Carbon Intensity (48)
- CCS (64)
- CO2 Removals (9)
- Coal (44)
- Commentary (65)
- Company Diligence (105)
- Data Models (927)
- Decarbonization (162)
- Demand (131)
- Digital (89)
- Downstream (47)
- Economic Model (222)
- Energy Efficiency (76)
- Hydrogen (63)
- Industry Data (310)
- LNG (56)
- Materials (86)
- Metals (89)
- Midstream (45)
- Natural Gas (163)
- Nature (76)
- Nuclear (28)
- Oil (178)
- Patents (39)
- Plastics (44)
- Power Grids (156)
- Renewables (153)
- Screen (138)
- Semiconductors (35)
- Shale (58)
- Solar (72)
- Supply-Demand (53)
- Vehicles (94)
- Video (24)
- Wind (46)
- Written Research (409)