Global tin demand: upside in energy transition?
Global tin demand stands at 400kTpa in 2023 and rises by 2.5x to 1MTpa in 2050 as part of the energy transition. 50% of today’s tin market is for solder,…
MOSFETs: energy use and power loss calculator?
…at low-medium voltage then using transformers to step up the power for transmission; or conversely using transformers to step down the voltage for manipulation via power electronics modules. https://thundersaidenergy.com/2021/08/19/transformers-rise-of-the-beasts/ https://thundersaidenergy.com/downloads/wind-turbine-generators-dfigs-or-rare-earth-magnets/…
Grid-scale battery costs: $/kW or $/kWh?
…Cost of medium duration energy storage solutions from lithium batteries to thermal pumped hydro and compressed air Energy storage and power ratings can be flexed somewhat independently. You could easily…
Enhanced geothermal: digging deeper?
Momentum behind enhanced geothermal has accelerated 3x in the past half-decade, especially in energy-short Europe, and as pilot projects have de-risked novel well designs. This 18-page report re-evaluates the energy…
Arms race: defence versus decarbonization?
…back in 2019, as a research firm for energy technologies and energy transition, was the sense that decarbonization was becoming the largest priority in the world. Yet today, news headlines…
Commodity price volatility: energy, metals and ags?
…ranging across energy commodities such as oil, gas and coal; industrial metals such as iron ore, copper and aluminium; precious metals such as gold and silver; and agricultural commodities such…
Thunder Said Energy Full Subscription
This purchase will enable your email account for the Thunder Said Energy full subscription. This gives you full access to all of our content — written research reports, downloadable data-files,…
Perovskites: Lord of Light?
…photovoltaics. A Major is at the cutting edge. [restrict] Today’s renewable technologies are not sufficient to deliver a rapid energy transition. On our numbers, the world will still need 120Mbpd…
Lost in the Forest?
…answer this question, we have tabulated our ‘top five’ facts about forestry. We think Oil Majors may drive the energy transition most effectively via developing better energy technologies in their…
Does Technology Drive Returns?
Technology drives 30-60% of energy companies’ return on capital. This is our conclusion after correlating 10 energy companies’ ROACEs against 3,000 patent filings. Above average technologies are necessary to generate…