the research consultancy for energy technologies
…and mining Materials and manufacturing sectors covered in the data-file include ASUs, autos, battery binders, carbon fiber, gas turbines, glass fiber, hydrogen, methanol, mining equipment, polyurethanes, vacuum pumps, VFDs, wind…
…gensets, grid-scale batteries, redox flow batteries, hydrogen backstops, and more broadly in conventional energy and new energies. Please note that the most cost-effective way to access our research is via…
Thermal energy storage will outcompete other batteries and hydrogen for avoiding renewable curtailments and integrating more solar? Overlooked advantages are discussed in this 21-page report, plus a fast-evolving company landscape….
…are also, in our view, prohibitively high. And without a willingness to pay very high green premia, we expect it may be hard to displace hydrocarbons using electro-chemical fuels. https://thundersaidenergy.com/2023/01/17/green-hydrogen-alkaline-versus-pem-electrolysers/…
…chlor-alkali, coal production, commercial heat, cooking, copper, desalination, electric motors, electrical appliances, glass, graphite, heavy trucks, hydrogen, industrial acids, internet, lighting, lithium batteries, LNG liquefaction, manufacturing, methanol, oil & gas…
…of CO2 disposal, across various technologies, from straight-run amine CCS, to DAC, CO2-EOR, blue hydrogen SMRs and ATRs, oxy-combustion, potassium carbonate, other sorbents, next-gen membranes. But what CO2 purity levels…
…Majors’ development capex (page 7), UK offshore wind projects (page 8) and recent green hydrogen projects (page 9). Peak costs are 2-3x trough costs. For project developers, the key conclusion…
…timely electricity supplies from the grid, although our outlook differs for green hydrogen, heat pumps and electric vehicles (pages 6-7). Most controversial are the outlooks for power electronics, power cables…
…closed a $290M Series E financing in 2022. Mainspring is commercializing a linear generator, which is low-cost, reliable, flexible and can use any clean fuel (e.g., natural gas, biogas, hydrogen,…
…liquids, hydrogen trucks and e-fuels. What drives global oil demand? Of the fifteen themes, we reach the conclusion that only three themes can really move oil markets by +/- 5Mbpd…