the research consultancy for energy technologies
…lower emissions. This system, we believe, will be much more sophisticated and effective in driving a full-scale energy transition that the blunt-force strategy of “divest from oil and buy renewables”….
SuperMajors’ shale developments are assumed to differ from E&Ps’ mainly in their scale and access to capital. Access to superior technologies is rarely discussed. But new evidence is emerging. This…
SuperMajors’ shale developments are assumed to differ from E&Ps’ mainly in their scale and access to capital. Superior technologies are rarely discussed. But new evidence is emerging. This 11-page note…
…attributed to a single SuperMajor, looking to scale up in solar. In 2022, we have updated the analysis, in particular, tabulating more parameters of solar cell efficiency improvements, and the…
…and not at scale (page 10). Biogas costs are very high, but landfill taxes can act as a kingmaker for these projects, ramping them to c10-20% of developed world gas…
…but generally find them to be very expensive, hard-to-scale and less thermodynamically efficient than other uses of the same feedstocks. We still think the most practical and low cost option…
…for the scale-up of nature-based CO2 offsets. The data-file contains an overview of each of the 20 companies, its size, recent progress and a subjective score of its edge and…
…38 patents. We model the production costs, CO2 costs and full-cycle economics; then size the addressable market and outline our notes and patent data. A rapid scale-up is now underway….
…at a c5% lower cost, and could scale up to displace 300MTpa of CO2 globally (below). Plastics are the second largest opportunity, with 460MTpa of plastic products consumed globally. Aramco…
…of wind and solar projects (below). https://thundersaidenergy.com/downloads/utility-scale-solar-power-the-economics/ Thus a typical Oil Major can eliminate 35% of its Scope 1&2 CO2 emissions through funding efficiency technologies and renewables. The average cost…