the research consultancy for energy technologies
Deepening energy shortages in 2022-30 could devastate low-income countries, geopolitically isolate the West, and de-rail decarbonization. This 13-page note evaluates the linkage between energy consumption and income over the past…
…But an imperfect model is often better than no model. https://thundersaidenergy.com/2021/12/09/decarbonizing-global-energy-the-route-to-net-zero-2/ https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can/ Methane is a powerful greenhouse gas An overview of the greenhouse effect is written up in a similar…
High-quality building automation typically saves 30-40% of the energy needed for lighting, heating and cooling. This matters amidst energy shortages, and reduces payback times on $100-500k up-front capex. This data-file…
This 14-page note lays out our top ten predictions for global energy in 2023. Brace yourself for volatility, a possible recession due to energy shortages, and deepening bottlenecks on accelerating…
…energy transition conclusions in 2Q24. In 3Q24 we have also evaluated vehicle value chains. https://thundersaidenergy.com/2024/06/27/energy-transition-in-1h24-101-companies-and-the-rise-of-ai The data-file is exclusively available to TSE subscription clients. Any purchases of the data-file will…
This 14-page note predicts a staggering increase in global energy market volatility, which doubles by 2050, while extreme events that sway energy balances by +/- 2% will become 250x more…
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…
…effectively be ignored. This is despite not having any clear expertise in Earth Science or climatology himself. Conversely, our own climate models and conclusions are below. https://thundersaidenergy.com/2021/02/03/global-temperatures-how-fast-are-they-increasing/ https://thundersaidenergy.com/downloads/net-zero-an-energy-climate-model-for-2-degrees/ (2) A…
…around energy transition. Inflation is seen reaching double-digit levels in 2022, if we are in an energy crisis. Recession has also followed 60% of past energy crises. Rate rises would…
This 14-page note explores an alternative framework for energy transition: what if the fantasy of perfect energy consistently de-rails good pragmatic progress; then the world back-slides to high-carbon energy amidst…