…in the global energy industry, due to the inherent volatility of solar and wind. Rising volatility increases the value of midstream infrastructure, which by definition, can arbitrage the volatility by…
…how would these vast sums compete with energy transition expenditures? For an answer, we turn to our roadmap to net zero, and the costs/capex needed for wind, solar, gas, power…
…models, as building any new piece of infrastructure requires access to that infrastructure, whether it is a wind farm, solar project, power transmission line or any other industrial facility. Our…
In 2018, we reviewed 250-years of energy transitions, arguing that another great energy transition is now on hand. It will occur over the next century. Thus for another hundred years,…
Fears over the energy transition are now restricting investment in fossil fuels, based on our new paper, published in conjunction with the Oxford Institute for Energy Studies, linked here. They…
This 8-page report outlines the ‘four goals’ of Thunder Said Energy; and how we hope we can help your process……
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
Global energy investment will need to rise by c$220-270bn per annum by 2025-30, according to the latest data from the IEA, which issued its ‘World Energy Investment’ report this week….
There is only one way to decarbonise the energy system: leading companies must find economic opportunities in better technologies. No other route can source sufficient capital to re-shape such a…
This data-file derives the ‘net round trip efficiency’ of nine different battery solutions for storing energy. Rough costs are also estimated. Net round trip efficiency is calculated as the energy…