…transition technologies? On pages 14-15, we use our insights to forecast the adoption rates for various energy transition technologies. A general finding in our broader energy transition research has been…
Energy policies currently act as kingmakers for a select few transition technologies. But they offer no incentives for other, lower cost and more practical alternatives, which could economically decarbonize the…
…(GJ/ton), different fuel types, combustion efficiencies and waste heat recapture ratios (chart below). We think energy penalties can range from 15-70%. This is discussed in our recent research note. https://thundersaidenergy.com/2023/05/11/post-combustion-ccs-what-energy-penalties/…
…combustion and water gas shift (all exothermic) versus steam methane reactions (endothermic). Energy efficiency of blue hydrogen production is most likely c70%, converting the thermal energy in the methane molecule…
Our research identifies economic opportunities in the energy transition. To do this, we have now drawn upon 20M patents. This 14-page note illustrates the six ways that patent analysis can…
…derive a measure of energy return on energy invested (EROEI) and CO2 intensity (in kg/kWh). Surprisingly, we find the EROEI for BECCS to be negative. Is it sustainable? We answer…
This data-file models heat pump economics, costs, energy savings and potential CO2 savings of a ground source heat pump (GHP), compared to traditional home heating and cooling options. A GHP…
How to risk early stage technologies? We are starting a new strand of research, evaluating the specific energy technologies of specific early-stage companies, to help drive the energy transition. This…
…but also tackle the underlying issue of not destroying the planet. We argue nature-based activities will emerge as the single largest focus in the energy transition (note below). https://thundersaidenergy.com/2021/04/22/carbon-offset-funds-the-future-of-esg/ https://thundersaidenergy.com/2020/12/10/decarbonizing-global-energy-the-route-to-net-zero/…
This data-file aims to estimate how much inflation is likely to result from policies to decarbonize the global economy. Specifically, we have used our models to flow through the impacts…