Power grids: hell is a hot, still summer’s day?
Ramping renewables to 50% of power grids is a growing aspiration in the energy transition. But in some markets, it may result in devastating blackouts during summer heatwaves, as power…
Gas turbines: what market size in energy transition?
…capacity. We outline how they work, why CHPs are more efficient, and why they could be well-placed for backstopping renewables on pages 2-3. Five future markets could exist for CHPs….
Absorption chillers: the economics?
…$6bn per annum. But we think systems like these could be increasingly useful, as heatwaves stress increasingly renewables-heavy power grids (note here). Passable economics. We estimate payback periods are likely…
Energy transition: the top ten controversies?
…This includes ‘printing money’ by back-stopping volatile renewables, debottlenecking future commodity bottlenecks, improved technologies, and implementing nature based solutions that help the world avoid becoming a waste land (pages 5-11)….
Copper: the economics?
…which can save over 1 ton/ton of CO2. Using these processes flexibly can potentially even help to integrate renewables. Finally, we think that electrochemical production, e.g., via solvent extraction then…
Border taxes: a carbon curtain has descended?
…will be five investable consequences of these escalating border taxes, which we spell out on pages 8-15. They could be extremely constructive for the gas/LNG industry, pre-existing renewables assets, and…
Diet and climate: should energy transition include agriculture?
…in grids with overbuilt renewables, and certainly a lot more sense than hydrogen (note below). https://thundersaidenergy.com/2021/02/11/vertical-greenhouses-what-future-in-the-transition/ https://thundersaidenergy.com/2021/02/18/illustrating-industrial-energy-efficiency-in-the-context-of-home-cooking/ After-word. The data used in the header image of this report are from…
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….
Electric motors: variable star?
…Variable frequency drives use similar power-electronics technology as the renewables revolution, to precisely control electric motors, ensuring they do not run faster than is needed. We outline how they work…
Neodymium market: our top ten facts?
…uranium note). https://thundersaidenergy.com/downloads/uranium-mining-company-screen-and-market-outlook/ https://thundersaidenergy.com/2021/11/18/back-stopping-renewables-the-nuclear-option/ Further research. We hope you have enjoyed this short note on the neodymium market. To receive our research as we send it out, then you are…