Investment bubbles and manias?
This data-file tabulates key details of prior investment bubbles, such as their timing, price performance, causes of the boom and causes of the bust. We pick out five factors common…
Energy transition: is it becoming a bubble?
…Added to cart Our rationale for comparing energy transition to prior investment bubbles is contextualized on page 2, based on discussions we have had with investors and companies in 2020….
Video: how to risk early stage technologies?
…companies, to glean how their technology works. Then we score the company’s core patent library on the dimensions of problem specificity, solution specificity, intelligibility, focus and manufacturing. One of our…
Power grids: tenet?
…and ‘reactive power’. Some commentators may not have fully grasped the challenges of back-stopping renewables and opportunities thus created. $499.00 – Purchase Checkout Added to cart The purpose of this note is…
Energy transition: old Soviet jokes?
…propaganda, the suppression of dissent and the ridiculousness of planned economies. This video aims to share some observations, and explore whether there is any overlap with energy transition policies. https://vimeo.com/644725328…
Energy transition: five reflections after 3.5 years?
This video covers our top five reflections after 3.5 years, running a research firm focused on energy transition, and since Thunder Said Energy was founded in early 2019. https://vimeo.com/720250010 (1)…
How do commodities perform during recessions?
…the twelve commodities in this data-file experienced their worst peak-to-trough decline of any recession, while another three of the twelve experienced their second worst declines. Methodology. We downloaded monthly commodity…
Industrial ecosystems: on the shoulders of giants?
…of hydrogen pipelines. Yet here in the Baltics, we do not have a complete 2-lane highway to Western Europe (video below, more on page 9). https://player.vimeo.com/video/857377730?h=77a1e8bec7&badge=0&autopause=0&player_id=0&app_id=58479 It is sometimes said…
Energy research in the age of AI?
…explores three areas where human analysts can continue to earn their keep, and possibly even help decision-makers beat the ‘consensus engines’. https://vimeo.com/1017890935?share=copy#t=0 We have spent much of 2024 writing about…