the research consultancy for energy technologies
…or operations can be powered with low-cost renewables when the grid is over-saturated (pages 14-15). Leading companies in vertical greenhouses and in their supply chain are discussed on pages 16-17….
…our research to-date. Companies in the smart energy supply chain are also noted and screened. What impacts? We model that up to 25% of the grid can ultimately be demand-flexible,…
…related technical papers are also included in the data-file. A screen of drone companies is linked here and our other research into drones in the energy transition is linked here….
…in cars and trucks by 15-35%, and displace 1.2 Mbpd of air travel. But their convenience also increases total travel demand. This 20-page note outlines the opportunity and leading companies….
…sub-$30/lb to $60-90/lb marginal costs (page 15). Uranium miners are screened on pages 16-18, including profiles of ten public companies, from incumbents to early-stage developers. Rare Earth metals are a…
…of 72 companies that were granted funding, out of 3,700 applicants. The grant is being used to build a development facility for the first >100m towers. Preliminary contracts are in…
…is around 450MTpa, and likely to reach 800MTpa by 2050 (please see our model of global plastic demand). https://thundersaidenergy.com/downloads/global-plastics-an-overview/ We have also evaluated some emerging bio-plastic companies in our broader…
…naturally integrates with maritime industries, such as offshore wind, offshore oil and shipping. Over 95% of the 30MTpa seaweed market today is in Asia, but Western companies are emerging. …
…waste biomass (that would otherwise have decomposed). IRRs surpass 20% without CO2 prices or policy support. Hence this 18-page note outlines the opportunity, leading companies and a disruption of biofuels?…
The data-file gives an overview of different gas-sweetening and gas-processing operations, outlining the process, indicative costs, and drawbacks. We also note 20 companies with gas treatment technologies, although our list…