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Search results for: “truck trucks”

  • CO2 liquefaction: the economics?

    CO2 liquefaction: the economics?

    This data-file captures the costs of liquefying CO2 for transportation in a ship, rail car or truck, to promote smaller-scale CCS. Our baseline is a cost of $15/ton, using c100kWh of energy per ton of CO2, which is approximately equivalent to a c3% energy penalty. There is scope for optimization.

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  • Autonomous vehicles: technology leaders?

    Autonomous vehicles: technology leaders?

    We have screened 25 leading companies in autonomous vehicles (public and private), tabulating their technical progress and proposals for Level 4-5 autonomy. 75% of the companies were founded in the last decade. Leaders are focused on freight, cars, taxis and LiDAR sensing.

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  • Density of gases: by pressure and temperature?

    Density of gases: by pressure and temperature?

    The density of gases matters in turbines, compressors, for energy transport and energy storage. Hence this data-file models the density of gases from first principles, using the Ideal Gas Equations and the Clausius-Clapeyron Equation. High energy density is shown for methane, less so for hydrogen and ammonia. CO2, nitrogen, argon and water are also captured.

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  • CCS: what CO2 purity for transport and disposal?

    CCS: what CO2 purity for transport and disposal?

    The minimum CO2 purity for CCS starts at 90%, while a typical CO2 disposal site requires 95%, CO2-EOR requires 96%, CO2 pipelines require 97% and CO2 liquefaction or shipping requires >99%. This data-file aggregates numbers from technical papers and seeks to explain CO2 purity for transport and disposal.

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  • Plastic recycling: the economics?

    Plastic recycling: the economics?

    Plastic recycling requires a $500/ton product price, to earn a 10% IRR off of c$1,000/Tpa of up-front capex, at a mechanical recycling facility with 0.3 tons/ton of CO2 intensity (up to 80-90% below virgin plastics, more than we expected). This data-file captures the economics and the costs of plastic recycling, especially for the mechanical recycling…

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  • Howmet: turbine blade breakthroughs?

    Howmet: turbine blade breakthroughs?

    Howmet is an engineered metals company, and the world’s #1 supplier of blades and vanes for jet engines and gas turbines. It has claimed an edge in direct-casting cooling channels (rather than drilling them) and bond coats that improve the adherence of Thermal Barrier Coatings. Our Howmet gas turbine technology review found support for these…

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  • Global vehicle sales by manufacturer?

    Global vehicle sales by manufacturer?

    Global vehicle sales by manufacturer are broken down in this screen. 20 companies produce 85% of the world’s vehicles, led by Toyota, VW, Stellantis, GM and Ford. The data-file contains key numbers and notes on each company, including each company’s sales of BEVs, PHEVs, general EV strategy, and how it has been evolving in 2024.

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  • LNG: top conclusions in the energy transition?

    LNG: top conclusions in the energy transition?

    Thunder Said Energy is a research firm focused on economic opportunities that drive the energy transition. Our top ten conclusions into LNG are summarized below, looking across all of our research.

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  • Global PGM demand: breakdown by metal and use?

    Global PGM demand: breakdown by metal and use?

    Core global PGM demand ran at 565 tons in 2023, which remains c6% lower than the all-time peak demand of 600Tpa in 2019. We model a recovery to 700 Tpa of demand for platinum, palladium and rhodium in 2030, then a long run decline to 350Tpa if EVs ultimately reach 90% of vehicle sales by…

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  • Electric vehicles: total cost of ownership?

    Electric vehicles: total cost of ownership?

    Electric vehicles’ total cost of ownership remains 40% higher than ICE vehicles, at $7,000 per year, versus $5,000 per year, all based on the latest 2024 data, for 50 vehicles. Electric vehicle up-front prices are 55% higher, insurance costs are 30% higher, while energy costs are 60% lower. 20 different pricing metrics are compared and…

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