Biomass power: costs, levelized costs and BECCS?
…is 3x more than a MWH of gas-power. 90% of biomass CO2 emissions could have been avoided if trees were left standing or waste wood was landfilled. Our merit order…
How much land is available for reforestation?
…Consequently, there is room for 85Mbpd of oil and 400TCF of gas in a decarbonized energy system, while half of all ‘new energies’ technologies are overly expensive and may not…
Methanol production: the economics?
…gas reforming, blue methanol from blue hydrogen and industrially captured CO2, green methanol from green hydrogen and direct air capture CO2, and finally bio-methanol. Inputs are taken from a wide…
China: can the factory of the world decarbonize?
…middle ground to balance these objectives: Coal is phased out, oil demand plateaus at 20Mbpd, gas rises by a vast 10x to 300bcfd, and 9GTpa of gross CO2 emissions must…
Power capacity of a typical home?
…a 10kW maximum power capacity before tripping its circuit-breaker (although it varies). This could easily double in the energy transition, due to phasing back gas heating, gas cooking and the…
Turquoise hydrogen from methane pyrolysis: economics?
…energy source is natural gas, then around 2.6kg of CO2 will be produced per kg of hydrogen. Although again, this is much lower than grey hydrogen or black hydrogen today….
Power grids: hell is a hot, still summer’s day?
…demand doubles exactly when wind, solar, gas, transmission losses and disruptions all deteriorate. This 15-page note assesses the causes, implications and mitigation opportunities. $499.00 – Purchase Checkout Added to cart In David…
Border taxes: a carbon curtain has descended?
…will be five investable consequences of these escalating border taxes, which we spell out on pages 8-15. They could be extremely constructive for the gas/LNG industry, pre-existing renewables assets, and…
Form Energy: long-duration battery breakthrough?
…fuel anode, which metallizes during charging (gain of electrons) and which oxidizes during discharging (loss of electrons). At the air-breathing cathode O2 gas ionizes into the solution during discharging (gain…
Energy transition: top commodities?
…amidst a vast step up in solar, wind, power grids and natural gas as alternatives. Total Tonnage of Commodities Needed in Energy Transition Commodities needed for the energy transition and…