Energy transition: the very hungry caterpillar?
…is insatiable. Consuming ever more sectors. In our attempt to map out all of the moving pieces, we are now following over $15trn of market cap across new energies, (clean)…
LNG: top conclusions in the energy transition?
…The world needs $20bn of new liquefaction capex per year. Our LNG outlook through 2050 is modeled here. (2) Marginal cost is $10/mcf as a rule-of-thumb for the 2020s. This…
Levelized costs: real issues?
…new electricity generating facility. This can enable useful comparisons. Why do we hate levelized costs? All of the various advantages and disadvantages of a new electricity generation investment, within in…
Solar costs: a breakdown over time?
…breakdowns of materials, manufacturing and installation costs for other new energies, such as wind and batteries, in order to draw some useful comparisons and contrasts. New Energies materials and manufacturing…
Energy transition: ten positive themes?
…will volatilize commodity prices. Yet there are ten themes that particularly excite us, from faster technology progress, world-changing efficiency technologies and a new age of ‘advanced materials’. They are covered…
Peak commodities: everything, everywhere, all at once?
…a moral, ideological and environmental perspective, is not necessarily what will happen. This 15-page report is about evaluating past evidence of commodity disruptions, and making sober predictions. Examples of peak…
Wind and solar: curtailments over time?
…have often achieved this by building new interconnectors. https://thundersaidenergy.com/2023/08/03/renewables-the-levelized-cost-paradox/ Second, it gives a new lens on energy storage. Battery deployments can absorb low-cost renewables and prevent curtailment, by circumventing grid…
Wind and solar: what CO2 abatement costs of renewables?
…are highly context-dependent. For example, a utility scale solar assets that prevents having to build a new diesel genset has deeply negative CO2 abatement cots, while new offshore wind farm…
Energy transition: ten themes for 2024?
…escalating. So where are the bright spots? This 14-page note makes 10 predictions for 2024. $599.00 – Purchase Checkout Added to cart Global coal use hit new highs of 8.5GTpa in 2023,…
Bill of materials: electronic devices and data-centers?
…optical disc drives. Solid state drives use specialty polymers, such as liquid crystal polymers. Copper use from the rise of AI is more debatable. For example, several older studies suggest…