Turning the tide: is another offshore cycle brewing?
Oil markets look primed for a new up-cycle by 2022, which could culminate in Brent surpassing $80/bbl. This is sufficient to unlock 20% IRRs on the next generation of offshore…
Land intensity of energy transition: acres per MW and per ton?
…would occupy about 8% of New Mexico, but could house 1TW of solar modules, about the same as total installed US grid capacity to-date, and enough to supply the average…
Gas pipelines, CO2 pipelines, hydrogen pipelines?
…of input variables, such as capex costs, pipeline distance, transport volumes, compression energy, energy costs, operating and maintenance costs. Our conclusion is that new hydrogen pipelines will cost 2x new gas…
Backstopping renewables: cold storage beats battery storage?
…early-stage companies geared to the theme in our new 14-page note. $499.00 – Purchase Checkout Added to cart Refrigerators and freezers comprise 9% of the US electric grid, of which half is…
Technology transition database: what determines adoption rates?
…19th century. As an example of a slow technology transition in our database, Alexander Graham Bell invented the first example in 1876. They were installed in 2% of households by…
US gas power: generation by facility over time?
…within the EIA’s electricity market data. Hence this data-file captures 3,000 gas-fired power plants in the US, going back historically to 2001, with generation data for each facility (examples below)….
Decarbonization in Europe: but is there enough gas?
A lack of gas is likely to slow down Europe’s energy transition in the 2020s. This is the conclusion in our new 12-page note, which captures basic policy objectives, such…
Paulownia tomentosa: the miracle tree?
…below). Hence we argue that restoring nature will push higher-cost energy technologies off the cost curve. https://thundersaidenergy.com/2020/10/08/planting-a-seed-will-new-forests-disrupt-new-energies/ Broadly, our reforestation numbers assume 3bn acres could be re-planted, absorbing 5T of…
Costs of climate change: solving the paradox?
…perspectives, some of the most cogent examples are noted below. “The climate has always changed and humans have adapted in the past. Low cost adaption plus nature based solutions could…
Carbon negative construction: the case for mass timber?
The construction industry accounts for 10% of global CO2, mainly due to cement and steel. But mass timber could become a dominant new material for the 21st century, lowering emissions…