the research consultancy for energy technologies
This short 3-page note summarizes 20 different TSE patent screens, to assess the pace of energy transition technologies progress. Lithium batteries are most actively researched. Autonomous vehicles and additive manufacturing…
…economic models calculating the specific levelized costs of onshore wind, offshore wind, solar, hydro, nuclear, gas power, coal power, biomass, RNG, diesel gensets, geothermal, hydrogen, fuel cells, power transmission, batteries,…
This data-file screens for the ‘top twenty’ technology leaders in super-capacitors, by assessing c2,000 Western patents filed since 2013. Each company’s recent progress is summarized, while the full patent database…
…and has 60-90% production efficiency, which is far worse than the best batteries we have researched. https://thundersaidenergy.com/downloads/hydrogen-opportunities-an-overview/ Can hydrogen be economic: in heat, power or transportation? Costs matter for consumers…
…these value chains remain oily is due to limits on the energy density of batteries and very high costs for hydrogen transport and e-fuels. US oil demand forecasts to 2050…
…our top conclusions from reviewing 100 patents into lithium ion batteries for electric vehicles. Gauging the pace of innovation? The average energy technology sees 600 patents filed per year and…
…surpass batteries for integrating more renewables into grids. Our numbers are based on technical papers, a dozen past projects and a granular bottom-up breakdown of costs (both capex and opex)….
…increasing at a 19% CAGR over the past ten-years, although the pace of progress is still c10x slower than for other technologies such as lithium ion batteries. Leading companies are…
…share as grids become more saturated with renewables, in addition to CHPs, PCMs and fuel cells, per our prior research. All of these are much more economical than grid-scale batteries….
Investment bubbles in history typically take 4-years to build and 2-years to burst, as asset prices rise c815% then collapse by 75%. In the aftermath, finances and reputations are both…