The green hydrogen economy: a summary?
…lines are budgeted at 50% below recent comparison-points to match this guidance. Our sense is that a comparably complex LNG project might warrant a 20% hurdle rate. Thus to be…
Decarbonizing global energy: the route to net zero?
…while removing all of the CO2. The framework joins up with our models of supply-demand models of global energy, oil, LNG, European gas, the total US economy and the climate…
Fuel costs and CO2 intensities?
…possibly also higher CO2 intensities, unless they are combined with CCS. Three stand-out opportunities in the energy transition, in our view, are switching coal to gas and LNG, later switching…
China Energy Demand and CO2 Emissions, 2000-2060
…to 130bcfd by 2050, even despite the large renewables ramp. Per the second chart below, this requires a very large acceleration in gas and LNG imports in the 2030s. China…
China: can the factory of the world decarbonize?
…plateauing at 20Mbpd, gas rising by a vast 10x to 300bcfd, and 9GTpa of gross CO2 emissions being captured or offset. The biggest challenges are geopolitics and sourcing enough LNG….
Inspection costs: drones versus traditional quality control?
…construction, LNG or forestry activities, in order to survey activity and identify issues. Many of these drones are electricity and are inherently easier to decarbonize than combustion-powered transportation. When using…
Nuclear power: what role in the energy transition?
…our ‘roadmap to net zero’, with stark upside as a diversification to under-supplied LNG markets, if China exports its technology and as new start-ups require inventory builds (pages 10-13). Impacts…
CO2 capture: a cost curve?
…that are simply being vented at present, such as from the ethanol or LNG industries, but the ultimate running-room from this opportunity set is <200MTpa. Blue hydrogen, steel and cement…
Phasing out gas: five hidden consequences?
…may be superior to ‘phasing out gas’ and dealing with the issues noted above. Our research below explores a selection of these different themes… https://thundersaidenergy.com/2021/07/08/energy-transition-the-top-ten-controversies/ https://thundersaidenergy.com/2021/04/22/carbon-offset-funds-the-future-of-esg/ https://thundersaidenergy.com/2021/03/04/lng-in-the-energy-transition-rewriting-history/ https://thundersaidenergy.com/2021/02/18/industrial-heat-the-myth-of-electrify-everything/ https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ https://thundersaidenergy.com/2020/12/10/decarbonizing-global-energy-the-route-to-net-zero/…
Border taxes: a carbon curtain has descended?
…will be five investable consequences of these escalating border taxes, which we spell out on pages 8-15. They could be extremely constructive for the gas/LNG industry, pre-existing renewables assets, and…