Thermal energy storage: cost model?
…back-up tabs of the model. However, one-third of the companies in our thermal energy storage company screen are pursuing molten salt systems, hence our thermal energy storage model focuses on…
Decarbonizing global energy: the route to net zero?
…cart Thunder Said Energy’s research aims to help decision-makers find exciting opportunities to drive the energy transition; by mapping out hundreds of different technologies, which can satisfy the energy needs…
Energy transition: ten themes for 2024?
Navigating the energy transition in 2024 requires focusing in upon bright spots, because global energy priorities are shifting. Emerging nations are ramping coal to avoid energy shortages. Geopolitical tensions are…
European gas: anatomy of an energy crisis?
…2019 levels, yet gas demand only fell by 13%. Energy price inelasticity allows for energy market volatility, which we think is structurally increasing in the global energy system, benefitting energy…
Energy trading: value in volatility?
…deviate more to the upside than the downside). This 14-page note explores the upside for energy trading in the energy transition. What implications and who benefits? $599.00 – Purchase Checkout Added to…
Energy security: right to self-determine?
…full note contains around 20 charts tabulating energy self-sufficiency by country and over time, as a useful reference, for this increasingly important metric. $499.00 – Purchase Checkout Added to cart https://thundersaidenergy.com/2024/05/02/arms-race-defence-versus-decarbonization/ https://thundersaidenergy.com/downloads/energy-self-sufficiency-by-country-and-over-time/…
Electric vehicle: battery life?
…https://thundersaidenergy.com/downloads/lithium-ion-batteries-energy-density/ This data-file contains simple estimates for the number of battery cycles required over the life of different electric vehicles, with back-up workings. For example, a US electric car, driving…
Semiconductor physics: pièce de resistance?
…for materials value chains and the energy transition itself? $499.00 – Purchase Checkout Added to cart Semiconductors are a true workhorse of the energy transition, especially if solar efficiency doubles again, to…
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…
Investing for an energy transition
…seeks to cut off capital for fossil fuels. This does not yield an energy ‘transition’, but a devastating energy ‘shortage’. Scaling up new technologies requires more capital, not less (see…