Nuclear fusion: what are the challenges?
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…
Fuel retail: economics of a petrol station?
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…
Oil and War: ten conclusions from WWII?
…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…
Global nickel production by company?
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…
Graphite production: the economics?
…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….
Lithium from brines: the economics?
…companies, and data from technical papers, which also cover the ionic composition of different brines. Note: compared to other models we have constructed, there are more uncertainties and rounding in…
Wood use: what CO2 credentials?
…and chemicals companies might benefit from this theme, although paper is an exception and much more debatable (page 6-8). Wood fuels are still used remarkably widely. But the carbon in…
Battle of the batteries: EVs vs grid storage?
…2022-25 (notes below). This is going to create an explosive competition for scarce resources. The entire contracting strategies of resource-consuming companies could change as a consequence… https://thundersaidenergy.com/2022/04/14/energy-security-the-return-of-long-term-contracts/ https://thundersaidenergy.com/2022/04/21/direct-lithium-extraction-ten-grains-of-salt/ https://thundersaidenergy.com/2022/04/07/graphite-upgrade-to-premium/ https://thundersaidenergy.com/2022/03/24/nickel-solutions-unblocking-a-battery-bottleneck/…
General Fusion: magnetized fusion breakthrough?
…read more about General Fusion innovations, please see our see our article here. Fusion remains a theme that could be a game-changer for energy transition. Other companies with good innovations…
Albemarle: lithium, bromine, catalyst improvements?
…able to de-risk game-changing new DLE technologies that would disrupt the industry (note here). This helps incumbents, including Albemrarle and other leading companies, which are screened here. To read more…