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Forest fires: what climate conclusions?

Global CO2 emissions from wildfires

…the end of 2021, for Bolsonaro’s recent renewed assault on the Amazon. https://thundersaidenergy.com/2020/11/18/the-amazon-tipping-point-theory/ https://thundersaidenergy.com/2021/04/08/biochar-burnt-offerings/ Forest conservation: the disadvantages? But there is another side of the coin. This has become more…

Energy transition: distorted by politics?

is energy transition distorted by politics?

…effectively be ignored. This is despite not having any clear expertise in Earth Science or climatology himself. Conversely, our own climate models and conclusions are below. https://thundersaidenergy.com/2021/02/03/global-temperatures-how-fast-are-they-increasing/ https://thundersaidenergy.com/downloads/net-zero-an-energy-climate-model-for-2-degrees/ (2) A…

Sitka spruce: our top ten facts?

sitka spruce benefits

…for nature-based carbon removals in the energy transition, creating direct opportunities in the forestry value chain, through to indirect opportunities in equities (notes below). https://thundersaidenergy.com/2021/12/01/sustainable-forestry-a-new-listed-entity/ https://thundersaidenergy.com/downloads/biotech-companies-to-enhance-agricultural-yields-or-co2-uptake/ https://thundersaidenergy.com/2021/09/30/carbon-neutral-investing-hedge-funds-forest-funds/ On a personal…

Energy transition: hierarchy of needs?

Energy transition could fall apart

…fall apart? Constructive solutions will include debottlenecking resource-bottlenecks, efficiency technologies and natural gas pragmatism. https://vimeo.com/680851397 https://thundersaidenergy.com/2022/07/07/energy-transition-wheel-of-time/ https://thundersaidenergy.com/2022/07/21/political-shifts-do-energy-shortages-cause-revolutions/ https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ https://thundersaidenergy.com/2022/01/06/renewables-can-they-ramp-up-faster/ https://thundersaidenergy.com/2022/01/13/glass-fiber-what-upside-in-the-energy-transition/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/2022/02/10/falling-towers-how-will-energy-shortages-play-out/ https://thundersaidenergy.com/2022/01/20/us-lng-new-perceptions/ https://thundersaidenergy.com/2021/12/30/energy-crisis-ten-themes-for-2022/ To view the video directly in…

Energy transition: active duty?

…too). https://thundersaidenergy.com/2023/08/31/offshore-wind-the-lion-the-witch-and-the-wardrobe/ (5) Technical expertise is rewarded. Many of the big questions in energy transition come down to technology, which frankly, can only be understood by building up technical expertise….

US natural gas: blue hydrogen tightens global LNG markets?

…itself. https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ https://thundersaidenergy.com/2023/04/13/blue-ammonia-options-strategy/ https://thundersaidenergy.com/2023/05/04/blue-steel-construction-boom/ How does the inflation reduction act change US hydrogen economics? Substantively all of the US’s merchant hydrogen today is produced using steam methane reformers, where new…

Grid-scale battery costs: $/kW or $/kWh?

Battery capex costs per kW and per kWh of power, depending on hours of capacity. Also included are the sources of that capex.

…to rapidly add MW, then the grid is going to fall over. This is why we care predominantly about batteries producing MW. https://thundersaidenergy.com/2022/09/01/solar-volatility-tell-me-lies-tell-me-sweet-little-lies/ https://thundersaidenergy.com/2021/06/24/power-grids-hell-is-a-hot-still-summers-day/ Grid-scale batteries will tend to minimize…

Wooden wind turbines?

wooden wind turbines

…and cement, which together comprise 10% of global CO2. https://thundersaidenergy.com/2021/01/21/carbon-negative-construction-the-case-for-mass-timber/ To re-iterate, if mature forests are sustainably harvested, then it is ‘carbon negative’ to lock up their wood in construction…

Wet sand: what impacts on shale breakevens and CO2?

wet sand for hydraulic fracturing in shale play

…water to cultivate nature based solutions (also below). https://thundersaidenergy.com/2019/12/08/shale-growth-what-if-the-permian-went-co2-neutral/ https://thundersaidenergy.com/2020/07/10/green-deserts-a-final-frontier-for-forest-carbon/ Shale thus sets the marginal cost in oil markets, as our numbers require of 2.5Mbpd of shale growth each year…

Helion: linear fusion breakthrough?

Helion linear fusion technology

…update below: 60% of the companies have face steeper setbacks than hoped, but a handful are now reaching commercial scale-up. https://thundersaidenergy.com/downloads/the-top-20-companies-in-plastics-pyrolysis/ Other exciting next-generation nuclear companies to cross our screen…

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