the research consultancy for energy technologies
…record oil demand, LNG tensions, wind and solar upside vs bottlenecks, combustion energy capex trends, an estimate of global energy under-investment since 2015, our latest energy supply-demand balances, debates over…
…publications. Examples below. https://thundersaidenergy.com/2023/12/07/decarbonizing-global-energy-the-route-to-net-zero-4/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/downloads/energy-transition-companies-a-long-list/ The second self-reflection is a distinction, between predictions and normative aspirations. Honestly, I think one of the reasons I did not push harder on…
Rising energy demands of AI are now the biggest uncertainty in all of global energy. To understand why, this 17-page note gives an overview of AI computing from first principles,…
This data-file is an Excel visualizer for some of the key headline metrics around renewables’ share of global energy: such as total global energy use, electricity generation by source, wind…
…compared against glass, PET bottles embed 60% less energy and 80% less CO2. Compared against virgin PET, recycled PET embeds 70% less energy and 45% less CO2. Aluminium packaging is…
…whatever combination of technologies ultimately delivers the energy transition. Again, these technologies already exist, and are mature, but some require a vast scale-up, and hopefully also some process innovations… https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/…
…fall apart? Constructive solutions will include debottlenecking resource-bottlenecks, efficiency technologies and natural gas pragmatism. https://vimeo.com/680851397 https://thundersaidenergy.com/2022/07/07/energy-transition-wheel-of-time/ https://thundersaidenergy.com/2022/07/21/political-shifts-do-energy-shortages-cause-revolutions/ https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ https://thundersaidenergy.com/2022/01/06/renewables-can-they-ramp-up-faster/ https://thundersaidenergy.com/2022/01/13/glass-fiber-what-upside-in-the-energy-transition/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/2022/02/10/falling-towers-how-will-energy-shortages-play-out/ https://thundersaidenergy.com/2022/01/20/us-lng-new-perceptions/ https://thundersaidenergy.com/2021/12/30/energy-crisis-ten-themes-for-2022/ To view the video directly in…
…in capital costs re-inflates new energies 10-20%, infrastructure 2-20%, materials 2-6%, and conventional energy 2-5%. This 12-page note outlines the tension between energy transition versus interest rates. And the implications….
…conventional energy, utilities, capital goods, mining, materials, energy services, semiconductors. $499.00 – Purchase Checkout Added to cart In one of the all time great works of literature, a tiny and very hungry…
…GPT-4 in 2023 used 50 GWH to absorb 1.8trn parameters. We find a 98% correlation between AI training energy and the total compute during training. AI querying energy is also…