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…between electricity prices vs CO2 intensities in different countries globally. $299.00 – Purchase Checkout Added to cart Electricity Prices and CO2 Intensity Data Retail electricity prices average 11c/kWh globally, across 28,500 TWH…
…prices are 40% higher than day-time prices. This data-file quantifies California electricity prices, on a wholesale basis, at a sample of grid nodes, looking hour by hour in August-2023. $299.00 – Purchase…
…incumbent energy companies is thus suggested in our research note below. We argue that Energy Majors embracing these principles can uplift their valuations by c50% (assuming flat commodity prices). https://thundersaidenergy.com/2020/06/05/net-zero-oil-majors-four-cardinal-virtues/…
…investors that can appraise this risk well. (9) Commodity risk. This risk premium compensates investors for the inherent volatility of commodity markets, which can have deleterious effects on valuations, liquidity,…
…above with the costs of different input commodity prices. Materials were 10% of the cost of a lithium ion battery in 2012, 50% in 2019, and as much as two-thirds…
…more prevalent than we expected. Efficiency gains underpin 25% of our roadmap to net zero. To be effective, commodity prices must also rise and remain high, otherwise rebound effects will…
…hydrogen, e-fuels?). $199.00 – Purchase Checkout Added to cart CO2 abatement costs as a semi-liquid commodity? Liquid commodity markets tend to have a single market price (e.g., $/bbl for oil, $/mcf for…
This 15-page note evaluates 10 commodity disruptions since the Stone Age. Peak demand for commodities is just possible, in total tonnage terms, as part of the energy transition. But it…
CO2 prices and CO2 abatement costs are very different numbers. CO2 prices are incurred by emitters. But abatement costs depend on how much CO2 is reduced. These abatement costs can…
…interquartile range of $2-6/mcf, or in other words, a period of exceptionally low and stable gas prices. Conversely, 2021-22 saw gas prices rise, but most of all, it is the…