Carbon Offsets vs Renewable Diesel?

This short model compares different options for decarbonising diesel, either by substituting it with renewable diesel, or by offsetting its CO2 with carbon credits from reforestation.

We conclude that offsetting the CO2 of diesel fuel could cost 60-90% less than purchasing advanced biofuel, at current pricing. Economically justified premia for biofuels are calculated.

Please download the model to interrogate numbers and run your own scenarios. For more information on our input assumptions, please see our biofuels overview data-file.

Energy Economics of e-Scooters

This data-file contains all our data on the energy economics of e-scooters, a transformational technology for urban mobility, where demand has exploded in 2018 and 2019. And for good reason. The data-file includes:

  • Our projections of the oil demand destroyed by scooters
  • Our projections of the electricity demand created by scooters
  • Number of US travel-trips using shared bikes and scooters from 2010-18
  • Scooter costs versus car and taxi costs per mile
  • Average ranges and battery sizes of incumbent scooter models
  • Relative energy economics of scooters versus gasoline cars and EVs
  • Relative time taken to charge scooters versus EVs using solar panels
  • The proportion of scooter trips that replace gasoline car trips in eight cities
  • Profiles of the top 4 e-scooter companies
  • A timeline of shared mobility from 1965 to 2018.

The download will also enable you to adjust the input assumptions, to test different scenarios.

Aerial Vehicles: why flying cars fly

Aerial vehicles will do in the 2020s what electric vehicles did in the 2010s. They will go from a niche technology, to a global mega-trend that no forecaster can ignore.

These conclusions stem from a deep-dive analysis into the technology, the fuel economies and the costs, all of which will be transformational.

This 20-page written-insight summarises the evidence, reviewing over 100 different companies’ efforts, checking the equations of flight for leading concepts, and bridging to competitive costs. Aerial vehicles accelerate the energy transition.

Fast-charge the electric vehicles with gas?

When electric vehicles are widespread, how will we fuel them? Our model shows the economics can be compelling for powering fast-chargers using gas turbines.

The electricity would cost 13c/kWh, at $3/mcf input gas (e.g., in the US), 20% utilisation of the infrastructure and a c7.5% pre-tax IRR.

Carbon emissions are lowered by c70% compared to oil-fired vehicles. And the grid is spared the strain of sudden demand surges.

Is upside suggested for gas? Utilisation of the fast-charging infrastructure is much more important to the overall economics than the gas price. This means that greater EV adoption can accommodate considerably higher gas prices.

Our model is constructed as a sensitivity analysis, based on economic data from gas turbines (chart below), so you can flex the assumptions.

Costs of an LNG fuelling station

We have tabulated the costs of constructing an LNG-fuelling station for road vehicles across 55 distinct cost-lines, based on data from a dozen sites in Europe. Total capex will average €1M/site. Effectively, this is a $250/tpa re-gasification plant. Overall, we estimate distributing LNG to road-consumers will add $10/mcf to the costs of gas-fuel. Around 30% of the capex costs are specifically linked to LNG, and could be slim-lined for a CNG-only fuelling station.

Copyright: Thunder Said Energy, 2022.