New energies: filter feeder?
The $1bn pa harmonic filter market likely expands by 10x in the energy transition, as almost all new energies and digital technologies inject harmonic distortion to the grid. This 17-page…
New Diverter Regimes for Dendritic Frac Geometries?
…that primary, then secondary, then tertiary fracture networks can be created independently, each improving reservoir fluid conductivity (chart below). The approach is data-driven. The formation of new fractures, with increasingly…
Battery Patents: Lithium Leaders and New Breakthroughs?
…batteries are emerging as the most exciting new battery technology for grid storage, with patent activity doubling since 2014, to 894 in 2019 (also above). Hence we include notes on…
Energy Technologies and Energy Transition
…reforestation, restoring soil carbon and biomass burial. These are the largest and lowest cost options in the energy transition. They will ramp up vastly in the 2020s, creating new opportunities…
Prevailing wind: new opportunities in grid volatility?
…hour-by-hour data from 2020. EV charging and smart energy systems screen as the best new opportunities. Gas-fired backups also remain crucial to ensure grid stability. The outlook for grid-scale batteries…
Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?
This data-file contains energy transition market sizing analysis, for hydrocarbons, new energies, capital goods and materials in $bn pa, integrating over 1,000 items of energy transition research and our latest…
One hundred years of carbon offsetting?
…(research below). https://thundersaidenergy.com/2020/10/08/planting-a-seed-will-new-forests-disrupt-new-energies/ One of the question marks over nature-based solutions is their impact over long time-frames. Another is the CO2 that can be offset per unit of land (note…
Integrated energy: a new model?
This 14-page note lays out a new model to supply fully carbon-neutral energy to a cluster of commercial and industrial consumers, via an integrated package of renewables, low-carbon gas back-ups…
Renewables: how much time to connect to the grid?
Is the power grid becoming a bottleneck for the continued acceleration of renewables? The median approval time to connect to the grid for a new US power project has climbed…
Energy transition companies: a new approach?
…new database covering 1,300 companies exposed to energy transition, that have been mentioned 2,000 times, across all of TSE’s research, going back to 2019. It is a resource where decision-makers…