Graphite: upgrade to premium?
…CO2 intensities? Our base case economic model requires $10/kg for a greenfield production facility to earn a 10% IRR. We outline what drives these numbers on pages 6-7. Surprise bottlenecks?…
Energy security: the return of long-term contracts?
Spot markets have delivered more and more ‘commodities on demand’ over the past half-century. But is this model fit for the energy transition? Many markets are now desperately short, causing…
Formaldehyde production: the economics?
Formaldehyde production costs. This data-file captures the full-cycle economics of formaldehyde production, which is one of the ‘top 50’ commodity chemicals globally. $399.00 – Purchase Checkout Added to cart Formaldehyde is used…
Battle of the batteries: EVs vs grid storage?
…source’ for the EV. https://thundersaidenergy.com/downloads/co2-emissions-from-batteries-when-do-evs-break-even/ https://thundersaidenergy.com/downloads/vehicle-efficiency-electrifying/ https://thundersaidenergy.com/2022/02/03/electric-vehicles-chargers-of-the-light-brigade/ When we interrogate our models, the single best use we can find for a 65kWh lithium ion battery is to electrify a taxi…
Sulphur recovery units: Claus process economics?
This data-file captures the economics of sulphur recovery from H2S via the Claus process, which is an important industrial process cleaning up sour gases from the oil and gas industry,…
All the coal in China: our top ten charts?
…are calculated on page 6-8. We model what price is needed for China to maintain flat-slightly growing output, while earning double-digit returns on investment. Accelerating Chinese coal depends on policies,…
European shale: an overview?
…with 50-60% lower carbon than coal (note here) at a marginal cost of $1.5-2/mcf (model here)). Other countries with good potential, held back only by sentiment are Romania, Germany, UK,…
Palm oil: what CO2 intensity?
…diesel is produced from 65% used cooking oil, 35% palm oil, then again, it will have a higher CO2 impact than conventional diesel (model here). To read more, please see…
Albemarle: lithium, bromine, catalyst improvements?
…remains one of the most challenging bottlenecks in the energy transition, with demand set to rise 30x (model here). Our overview of the industry is here. We have not been…
Electrical conductivity: energy transition materials?
…email if there are any materials that we can helpfully add, or model more fully. To read more about The electrical conductivity of energy transition materials, please see our article here….