the research consultancy for energy technologies
…fly? (June-2019, 21-pages) Could new airships displace trucks? (Feb-2020, online) De-Carbonising Cars. Can Oxy-Combustion Save Gasoline? (July-2019, online) Robot delivery: unbelievable fuel economy? (June-2019, online) https://thundersaidenergy.com/2019/10/02/drones-droids-deliver-us-from-e-commerce/ Industrial Efficiency & Digitization…
…very material in absolute terms, it could yield a 2-5% uplift, when you think that the average cash margin for a 1,000km pipeline is around $1/mcf. https://thundersaidenergy.com/downloads/gas-and-hydrogen-pipelines-the-energy-economics/ https://thundersaidenergy.com/downloads/pipelines-the-energy-economics/ Co-generation: the…
…comparisons. But how efficiently do we supply this food energy onto our plates? https://thundersaidenergy.com/downloads/the-2050-energy-mix-a-simple-model/ https://thundersaidenergy.com/downloads/power-capacity-of-a-typical-home/ (2) Crop yields can be very high per acre. The average yield for an acre…
…Especially if the gas is combined with nature-based CO2 removals, rendering it fully CO2-neutral, then our view is that ultimately, if you build it, they will come. https://thundersaidenergy.com/2021/03/04/lng-in-the-energy-transition-rewriting-history/ (4) Insulation….
…shale operators accelerating their quest for ‘CO2-neutral’ production (note below). https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can/ https://thundersaidenergy.com/2020/04/10/qnergy-reliable-remote-power-to-mitigate-methane/ https://thundersaidenergy.com/2019/12/08/shale-growth-what-if-the-permian-went-co2-neutral/ (10) The weatherization of 2M homes is a central part of Joe Biden’s proposed energy policy. Hence…
…may be superior to ‘phasing out gas’ and dealing with the issues noted above. Our research below explores a selection of these different themes… https://thundersaidenergy.com/2021/07/08/energy-transition-the-top-ten-controversies/ https://thundersaidenergy.com/2021/04/22/carbon-offset-funds-the-future-of-esg/ https://thundersaidenergy.com/2021/03/04/lng-in-the-energy-transition-rewriting-history/ https://thundersaidenergy.com/2021/02/18/industrial-heat-the-myth-of-electrify-everything/ https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ https://thundersaidenergy.com/2020/12/10/decarbonizing-global-energy-the-route-to-net-zero/…
…c90Mbpd of long-term oil demand (still equivalent to 1,000 barrels per second) and 400TCF of natural gas (3x growth on 2019 levels) in a fully decarbonized energy system. https://thundersaidenergy.com/downloads/the-2050-energy-mix-a-simple-model/ https://thundersaidenergy.com/2020/05/24/on-the-road-long-run-oil-demand-after-covid-19/…
…project. Total CCS or DAC costs will likely range from $70-200/ton, which is generally higher than nature based solutions. https://thundersaidenergy.com/downloads/co2-disposal-in-geologic-formations-the-economics/ Simple reforestation comes next, expected to sequester 200 tons of…
…companies, but they lack applicability, comparability, completeness, and reliability across the broad landscape of global emissions. We prefer granular carbon accounting which can be compared to counterfactuals. Our argument is…
…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/…