the research consultancy for energy technologies
Geothermal energy costs are modelled from first principles in this data-file. LCOEs of 6c/kWh are available in geothermal hotspots. Outside of the hotspots, enhanced geothermal heat can cost 2-14c/kWh-th for…
Drilling wells and lifting fluids to the surface are core skills in the oil and gas industry. Hence could geothermal be a natural fit in the energy transition? This 17-page…
This 25-page note outlines our top ten themes for 2021. We fear Energy Transition will continue building into an investment bubble. But also appearing on the horizon this year are…
…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…
This 11-page note summarizes the ‘top ten’ controversies in the energy transition, based on 2,000 pages of our research to-date, and resultant discussions. Our outlook is increasingly despairing. And inflationary….
…care about energy transition, and how to become a ‘grand master‘ in 2022. https://vimeo.com/654512817 Our latest roadmap to net zero, looking across the entire chess board, is linked below. https://thundersaidenergy.com/2022/12/08/decarbonizing-global-energy-the-route-to-net-zero-3/…
…all of our research to-date. https://thundersaidenergy.com/2021/07/22/border-taxes-a-carbon-curtain-has-descended/ https://thundersaidenergy.com/2019/11/14/co2-labelling-for-an-energy-transition/ For the tech industry, we are sure that there is a clever, billion-dollar solution to indexing the embedded CO2 across entire value chains;…
…in our scenario (pages 7-8). Energy paybacks present the biggest paradox. It takes 2-years for the average wind and solar asset to repay the energy costs of manufacturing and installing…
…release energy as they fuse. It is easy to quantify ‘how much energy’ using pages 2-3 of the report. So is it a real and feasible energy source? We outline…
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)…