War and commodities: how do conflicts impact prices?
…global energy and materials have long worried us. We think the world has under-invested in energy by $1trn since 2016, portending 2-6% global energy shortages from 2024-30. This is assuming…
…global energy and materials have long worried us. We think the world has under-invested in energy by $1trn since 2016, portending 2-6% global energy shortages from 2024-30. This is assuming…
We have assessed over 100 markets in energy, materials, manufacturing and decarbonization across our research. More concentrated industries achieve higher margins across the cycle. But not always. This 10-page report…
The number one topic in energy this year has been the rise of AI. Which might not seem like an energy topic. Yet it is inextricably linked with power grid…
…the rise of AI, and how it will change the energy industry: unlocking new step-changes in industrial efficiency, next-gen DAC or autonomous vehicles; while re-exciting gas generation, compounding grid bottlenecks,…
…wind energy conversion system with a ground generator and fast motion transfer. Energy Volume 55, 15 June 2013 [/restrict] Please log in to view this content Username or Email *…
…technologies are profiled on pp2-4. Energy penalties are particularly problematic. Paradoxically, the more CCS in our models, the longer it takes to de-carbonise the energy system (see pp5-6). Next generation…
What will happen to oil refineries during the energy transition? On our numbers, liquid oil products will be needed past 2100, long after demand plateaus in the 2020s. Cleaner, more…
This data-file tracks 110,000 solar patents filed by geography, by company, by year, since 2000; but particularly in 2019. $299.00 – Purchase Checkout Added to cart Solar patent filings peaked in 2012-13…
…and as outlined in our recent research. https://thundersaidenergy.com/2019/09/03/patent-leaders-in-energy/ Last year, we profiled another TOTAL patent, using chromium-based catalysts to reduce defects and increase the strength of recycled plastic products (chart…