Energy transition: is it becoming a bubble?
Investment bubbles in history typically take 4-years to build and 2-years to burst, as asset prices rise c815% then collapse by 75%. In the aftermath, finances and reputations are both…
Geothermal energy: what future in the transition?
…conclude that geothermal energy is a natural fit for incumbent oil and gas companies to diversify into renewables, and arguably a much better fit than wind and solar (page 17)….
Britain’s industrial revolution: what happened to energy demand?
…pa of energy, rather than reverting to pre-industrial or early-industrial energy levels. As a rough indicator, 20MWH is the annual energy output of c$120-150k of solar panels spread across 600…
Electric arc furnaces for lower-carbon steel production?
…EAFs can used to smooth out volatile renewables in the power grid, running primarily in periods of high wind and solar generation. If a lower power price is achieved by…
Carbon accounting: philosophical investigations?
…to pretend that gas and coal electrons are wind and solar electrons and vice versa. As per our recent research, these RECs can create some very strange implications for carbon…
Renewables: can oil and gas assets “demand shift”?
…could effectively be free. Another one-third of the time, when these renewable assets are not generating, power prices will likely spike to 15-30c/kWh. https://thundersaidenergy.com/downloads/wind-and-solar-capacity-additions/ Why does this create an opportunity?…
Power-to-liquids: the economics?
The data-file models the economics of converting renewable electricity (wind or solar) into low-carbon liquid fuels, by electrolysing water into hydrogen, electrolysing CO2 into CO, then re-combining the products into…
Copper: global demand forecasts?
…Copper Council. Copper demand intensity factors. Copper use in wind, copper use in solar, copper use in electric vehicles and copper use in power grids — transmission and distribution —…
Power-to-liquids: companies commercializing electro-fuels?
…substitute oil products from renewable sources such as wind and solar. However, some of the most advanced projects are actually powered by geothermal and hydro, to achieve superior utilization rates….
Inflation: will it de-rail the energy transition?
…of wind, solar, hydrogen and batteries, on pages 10-12. There are surprising feedback loops, which could amplify inflation. No brakes? We also find that the usual mechanism to slow inflation…