Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new forms of energy demand. This is our rationale for establishing a new research consultancy, Thunder Said Energy, at the nexus of energy-technology and energy-economics.
This 8-page report outlines the โfour goalsโ of Thunder Said Energy; and how we hope we can help your processโฆ
Pages 2-5 show how disruptive energy technologies are re-shaping the world: We see potential for >20Mbpd of Permian production, for natural gas to treble, for โdigitalโ to double Oil Major FCF, and for the emergence of new, multi-billion dollar companies and sub-industries amidst the energy transition.
Page 6 shows how we are โscoringโ companies: to see who is embracing new technology most effectively, by analysing >1,000 patents and >400 technical papers so far.
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Page 7 compiles quotes from around the industry, calling for a greater focus on technology.
Page 8 explains our research process, and upcoming publication plans.