Wind power: decline rates?
…the costs of offshore wind projects. Decline rates also matter for the ultimate share of wind in the future energy mix, as our forecasts see wind ramping up by 5x…
Offshore offsets: nature based solutions in the ocean?
…potentially decarbonize the whole world. This note outlines the opportunity in seaweed and kelp cultivation. It naturally integrates with maritime industries, such as offshore wind, offshore oil and shipping. Over…
Offshore offsets: nature based solutions in the ocean?
…decarbonize the world. This 19-page note outlines the opportunity in seaweed and kelp cultivation. It naturally integrates with maritime industries, such as offshore wind, offshore oil and shipping. Over 95%…
Wind turbine manufacturers: market share over time?
…market. The wind turbine market is relatively concentrated, with a Herfindahl Hirschman Index of c1,000. The market share of the top five wind turbine manufacturers is 55%. Screen of wind…
Wind and solar capacity additions?
…by 2050, up from 4% in 2022? In total energy terms, this means a 10x further scale up, to 35,000 TWH of useful wind+solar energy in 2050. Gross global wind…
Turning the tide: is another offshore cycle brewing?
…projects, and thus excite another cycle of offshore exploration and development. Beneficiaries include technology leaders among offshore producers, subsea services, plus more operationally levered offshore oil services. The idea is…
Wind and solar: what CO2 abatement costs of renewables?
…CO2 avoided. We have written a research note (below) aiming to answer this question and this data-file contains the underlying modelling. https://thundersaidenergy.com/2023/12/07/solar-and-wind-what-decarbonization-costs/ The CO2 abatement costs of solar and wind…
Solar and wind: what decarbonization costs?
…in our own models of onshore wind economics, offshore wind economics and solar project economics. But what are the decarbonization costs, i.e., the costs per ton of CO2 avoided? The…
Offshore oilfields: development capex over time in Norway?
…the development capex for 130 oilfields offshore Norway, from 1975-2023, in real 2023 USD per flowing barrel. Specifically, data on each field are publicly available from the Norwegian Offshore Directorate,…
Wind volatility: second by second output data?
…wind and solar are similarly frequent, but for wind, they tend to be deeper and last longer. In the average day, the onshore wind farm that we assessed saw 75…