…have recently profit-warned. $599.00 – Purchase Checkout Added to cart Conclusions in the report are strongly linked to our recent outlook for EV adoption in 2025-30, which is also shown below. https://thundersaidenergy.com/2024/09/05/electric-vehicles-saturation-point/…
…key numbers and notes on each company, including each company’s sales of BEVs, PHEVs, general EV strategy, and how it has been evolving in 2024. $599.00 – Purchase Checkout Added to cart…
…on page 8. $399.00 – Purchase Checkout Added to cart Underlying calculations behind this report, and data into truck costs by geography, can be found in our overview of trucking costs. https://thundersaidenergy.com/downloads/is-natural-gas-a-competitive-truck-fuel/…
…costs/benefits are not well captured in LCOE models. https://thundersaidenergy.com/2024/05/30/low-carbon-baseload-walking-through-fire/ Our personal perspective is that long-term infrastructure has huge hidden value within stable, developed world countries. Their public benefits continue long…
…vehicles. So could range be restored by improving electronics? Ideal Power is a small-cap US company, commercializing bi-directional junction transistors (B-TRANs), with ultra-low voltage drops in their on-state (better than…
…are on page 8. For our outlook on AI in the energy transition, please see the video below, which summarizes some of the findings across our research in 2024. https://thundersaidenergy.com/2024/06/05/ai-and-power-grid-bottlenecks-key-conclusions/…
…a full 600kW of power back down the tether-cable, towards the base-station. The glider is then carried back up to altitude like a kite, before commencing another dive. https://www.youtube.com/watch?v=CKFlMDUHtLg Exxon…
…For each topic, we profile the leading company, its edge and the proximity of the competition. Companies covered by the analysis include Aramco, BP, Chevron, Conoco, Devon, Eni, EOG, Equinor,…
…TSE clients, in order to follow along with the presentation. https://soundcloud.com/user-247658205/rob-west-yale-presentation-feb2020 $129.00 – Download the Presentation Checkout Added to cart Please sign up to our distribution list, to receive our best ideas…
…subscription clients. https://vimeo.com/465141975/4144942643 $199.00 – Download Presentation? Checkout Added to cart The importance of shale oil supplies in a fully decarbonized energy system is contextualized on pages 1-7. Production must grow by…