Global energy: supply-demand model?
…stress-tested in the model. $599.00 – Purchase Checkout Added to cart Useful global energy demand grew at a CAGR of +2.5% per year since 1990, and +3.0% per year since 2000. Demand…
…stress-tested in the model. $599.00 – Purchase Checkout Added to cart Useful global energy demand grew at a CAGR of +2.5% per year since 1990, and +3.0% per year since 2000. Demand…
How accurate are energy demand forecasts? I.e., what is the error of the estimate for forecasting future global energy demand, or future oil demand, a few years into the future?…
…greenfield sand mine can lower its total production costs by $5/ton, with a shift from dry to wet sand. https://thundersaidenergy.com/downloads/us-shale-sand-mines-simple-economics/ To test the economic impacts of a $5/ton reduction in…
…do think the terms of trade are shifting in favor of grid operators, power electronics, transmission infrastructure, developers that can use their own power and consumers that can demand shift….
…other technologies, rather than as a wholesale shift to a hydrogen economy. $599.00 – Purchase Checkout Added to cart Costs of the green hydrogen value chain are summarized on pages 2-3, re-capping…
…the grid globally, c20% in Europe, and there are vast intermittency challenges in scaling wind and solar past 40-50% of any functioning system (see below). https://thundersaidenergy.com/downloads/wind-and-solar-capacity-additions/ https://thundersaidenergy.com/2021/02/25/shifting-demand-can-renewables-reach-50-of-grids/ Claims for 100%…
…research here). Utilization Factor of the US power grid falls from a 50% peak in 1998 to 27% in 2050 How will US oil demand change through 2050? Oil demand…
Wind and solar peak at 50-55% of power grids, without demand-shifting or storage, before their economics become overwhelmed by curtailment rates and backup costs. More in wind-heavy grids. Less in…
…slowly, and this may be the time that storage and demand-shifting start becoming more important. Intermittency markets? Most countries in our screen are on course to reach 30% wind and…
…economic models and supply-demand models, looking theme-by-theme, material-by-material, market by market. Hence we have attempted a full granular breakdown of global energy demand by end use here. As simple rules…