Decarbonized supply chains: first invent the universe?
…The complexity of global supply chains A key focus of our recent research has been materials that are needed in the energy transition. Examples are carbon fiber (used in wind…
ESS: redox flow battery breakthrough?
ESS was established in 2011, incorporated in Oregon, and has c150 employees. The company went public in October-2021, via SPAC, raising $500M in new funds, valued at $1.1bn, and listing…
Renewables: can they ramp up faster?
…to scale up renewables about 5x faster, adding 1TW pa of new wind and solar capacity each year (page 2). Capex is the first bottleneck, as our scenario would require…
Nuclear fusion: what are the challenges?
Nuclear fusion could provide a limitless supply of zero-carbon energy from the 2030s onwards. Thus 30 private companies have raised $4bn to progress new ideas. But the goal of this…
Fuel retail: economics of a petrol station?
…The capex costs of a new fuel retail station will average $1.75M, and these costs are broken down across a dozen cost lines in the data-file. Our recent 14-page note…
Natural gas: the EU green taxonomy’s 270g/kWh CO2 target?
…with our environmental and climate objectives”. $299.00 – Purchase Checkout Added to cart Under new rules in February-2022, natural gas will be considered green if it clearly replaces higher-carbon fuels (coal) and…
Paper production: energy economics?
…captures the energy intensity, cost breakdown and economics of this process. We think a large new integrated paper mill must charge around $700/ton for a 10% IRR. The controversy is…
Power-MOSFETs: leading companies?
…companies making power MOSFETs, especially new and higher-efficiency devices using Silicon Carbide as the semiconductor. $499.00 – Purchase Checkout Added to cart This data-file screens companies making power-MOSFETs, especially silicon carbide MOSFETs…
Energy transition: hierarchy of needs?
…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…
Japan: nuclear restart tracker?
This data-file looks through 17 major nuclear plants in Japan with 45GW of operable capacity, covering the key parameters and restart news on each facility. Japan’s nuclear restart had ramped…