the research consultancy for energy technologies
…before rising 100x in 2022. Other commodity price data sources? More recent commodity price performance, across a broad range of materials commodities, is captured in our commodity price database here….
…is around 450MTpa, and likely to reach 800MTpa by 2050 (please see our model of global plastic demand). https://thundersaidenergy.com/downloads/global-plastics-an-overview/ We have also evaluated some emerging bio-plastic companies in our broader…
…their resolution and whether a boom-bust cycle is underway. https://thundersaidenergy.com/2024/05/16/transformer-shortages-at-their-core The economic costs of transformer manufacturing are built up from first principles in this model. New transformer facilities take 2-3…
…well productivity are in the data-file. We see rising demand for US gas, as part of our medium-term US gas outlook, and as captured in our US energy model. https://thundersaidenergy.com/2024/10/24/us-natural-gas-the-stuff-of-dreams/…
…engineering and design. The next milestone is taking a ‘final investment decision’, which is usually followed by commencing construction. First output may occur before the project is fully completed —…
…affordability. The logic and reasoning are described on the welcome tab of the model. We updated our numbers again in September-2024 after assessing income and attitudes. https://thundersaidenergy.com/2024/09/05/electric-vehicles-saturation-point/ Please download the…
…can be reached by a mixture of gases during combustion, if precisely all of the enthalpy of combustion (in kJ/mol) is transferred directly into those gases. Hence adiabatic flame temperature…
…research note, assessing where will wind and solar peak? (see below). https://thundersaidenergy.com/2023/11/30/power-grids-when-will-wind-and-solar-peak/ As always, we publish the data behind our analysis, to give transparency on the methodology, and assumptions can…
…CO2 avoided. We have written a research note (below) aiming to answer this question and this data-file contains the underlying modelling. https://thundersaidenergy.com/2023/12/07/solar-and-wind-what-decarbonization-costs/ The CO2 abatement costs of solar and wind…
…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…