…inverter strategy is explored on pages 11-13. Our work supports the shift from central inverters towards smaller inverters, possibly micro-inverters at utility scale. Companies covered in the report include Enphase,…
…overlooked in the energy transition? This note is not meant to downplay the importance of new technologies, improving technologies, or companies having a technical edge. Screening patents has become a…
…for 30-70% energy savings. Hence we see demand rising 3.5x in the energy transition. To appraise the opportunity, this 13-page note assesses the market, costs, CO2 intensity and leading companies….
…for nature-based carbon removals in the energy transition, creating direct opportunities in the forestry value chain, through to indirect opportunities in equities (notes below). https://thundersaidenergy.com/2021/12/01/sustainable-forestry-a-new-listed-entity/ https://thundersaidenergy.com/downloads/biotech-companies-to-enhance-agricultural-yields-or-co2-uptake/ https://thundersaidenergy.com/2021/09/30/carbon-neutral-investing-hedge-funds-forest-funds/ On a personal…
Nuclear fusion could provide a limitless supply of zero-carbon energy from the 2030s onwards. Thus 30 private companies have raised $4bn to progress new ideas. But the goal of this…
Nuclear fusion could provide a limitless supply of zero-carbon energy from the 2030s onwards. Thus 30 private companies have raised $4bn to progress new ideas. But the goal of this…
This data-file captures fuel retail economics covering the costs and margins of a typical fuel-retailing petrol station to earn a 10% unlevered IRR, based on data from companies in the…
…slower. In 1941, Ickes did start implementing measures to lower demand. He recommended a return to the ‘Gasoline-less Sundays’ policy of WWI and ultimately pressed oil companies to cut service…
This data-file captures the 2.4MTpa nickel market, broken down facility by facility, producer-by-producer. $499.00 – Purchase Checkout Added to cart 25 companies dominate the world’s nickel production, although the supply chain is…
…research. Our outlook on graphite in the energy transition is linked here. A broader discussion of this model is linked here. Our screen of leading graphite companies is linked here….