Energy economics: an overview?

This data-file provides an overview of 70 different economic models constructed by Thunder Said Energy, in order to help you put numbers in context. Specifically, the model provides summary economic…

Tree database: forests to offset CO2?

Nature-based solutions are among the most effective ways to abate CO2. Forest offsets will cost $2-50/ton, decarboning liquid fuels for <$0.5/gallon and natural gas for <$1/mcf (chart below). The data-file…

Lubricant Leaders: our top five conclusions

This data-file presents our “top five” conclusions on the lubricants industry, after reviewing 240 patents, filed by the Oil Majors in 2018. The underlying data on each of the 240…

Johan Sverdrup: Economic Model

We have modelled the economics of Equinor’s Johan Sverdrup oilfield, using public disclosures and own estimates. Our model spans >250 lines of inputs and outputs, so you can flex key…

Oil markets: finding the balance?

Our oil price outlook is informed by a 45-line supply-demand model, running month-by-month out to 2025. This download contains both the model, and a 4-page summary of our outlook. Devastating…

Enovix: battery breakthrough?

Enovix has developed a 3D silicon lithium-ion battery, which is 5-years ahead of the broader industry, with 2x higher energy density, around 900Wh/liter. Specifically, silicon has up to 10x higher…