…note linked here. https://thundersaidenergy.com/2020/09/03/great-white-whales-the-end-of-oil-and-gas/ Agricultural commodities followed the pattern of deflating in the 19th century, followed by sharp rises since the inflationary shocks of the 1970s. Generally, wheat prices and…
…the grid, due to high efficiency capturing and using exhaust heat in CHPs. Economic sensitivities can be stress-tested, including to power prices, gas prices, thermal efficiencies and system sizes (examples…
This data-file models the costs of amine process CCS , capturing post-combustion CO2 from exhaust gases using the amines, in order to calculate what CO2 price is necessary to earn…
…its saviour. Crucial economies of scale are guaranteed by deploying both technologies together. The combination is a dream scenario for gas producers. This 22-page note outlines the opportunity and costs….
…is 3x more than a MWH of gas-power. 90% of biomass CO2 emissions could have been avoided if trees were left standing or waste wood was landfilled. Our merit order…
Drilling wells and lifting fluids to the surface are core skills in the oil and gas industry. Hence could geothermal be a natural fit in the energy transition? This 17-page…
…Consequently, there is room for 85Mbpd of oil and 400TCF of gas in a decarbonized energy system, while half of all ‘new energies’ technologies are overly expensive and may not…
…different markets. Is your energy transition market sizing realistic? Well-established capital goods sectors include oil services ($300bn pa), compressors ($140bn pa), switchgear ($110bn pa), industrial valves ($100bn pa), gas turbines…
…gas reforming, blue methanol from blue hydrogen and industrially captured CO2, green methanol from green hydrogen and direct air capture CO2, and finally bio-methanol. Inputs are taken from a wide…
…these objectives sees China’s coal phased out, oil demand plateauing at 20Mbpd, gas rising by a vast 10x to 300bcfd, and 9GTpa of gross CO2 emissions being captured or offset….