Container freight: shipping economics?
…IRR on constructing a new 20,000 TEU container ship, based on the capital costs, fuel costs and other operating costs. New emerging fuels can lower the CO2 intensity of shipping…
Nature based CO2 removals: theory of evolution?
Learning curves and cost deflation are widely assumed in new energies but overlooked for nature-based CO2 removals. This 15-page note finds that via optimization of nature based solutions the CO2…
Energy transition: distorted by politics?
…‘top ten controversies’ is linked below. But let us zoom in on a few examples… https://thundersaidenergy.com/2021/07/08/energy-transition-the-top-ten-controversies/ (1) A Republican President recently stated that climate change was a ‘hoax’ and could…
Carbon neutral investing: hedge funds, forest funds?
This 11-page note considers a new model of ‘carbon neutral’ investing. Look-through emissions of a portfolio are quantified (Scope 1 & 2 basis). Then accordingly, an allocation is made to…
TSE Patent Assessments: a summary?
New technologies for the energy transition range across renewables, next-gen nuclear (fission and fusion), next-gen materials, EV charging, battery designs, CCS technologies, electronics, recycling, vehicles, hydrogen technologies and advanced bio-fuels….
Decarbonizing global energy: the route to net zero?
…this masks material mix-shifts. New opportunities are largest in efficiency gains, under-supplied commodities, power-electronics, conventional CCUS and nature-based CO2 removals. Important note: our latest roadmap to net zero is from…
Global coal production: supply outlook in energy transition?
Global coal production likely hit a new all-time peak of 8.7GTpa in 2023, of which 7.5GTpa is thermal coal and 1.2GTpa is metallurgical. The largest countries are China (4.4GTpa), India…
Coal versus gas: explaining the CO2 intensity?
…are often quoted in kJ/mol. As a reminder, 1 Joule is the energy transferred when a force of 1 Newton acts over a distance of 1 meter; or when 1…
Sitka spruce: our top ten facts?
…acre per year. (6) Even Higher Yield Classes have been reported by foresters growing Sitka, however, in the range of 30-45. For example, one source states that in Ireland Sitka…
Energy transition: the world turned upside down?
This 14-page note evaluates short- and medium-term options to alleviate energy shortages, which are now the second largest problem in the world. Despite a lot of posturing, we see ‘new…