24M: semi-solid battery breakthrough?
…see a moat and can partially de-risk the scale-up of semi-solid electrodes. However, we think there is one technical challenge that decision-makers should still factor in, plus three smaller risks….
Levelized cost: ten things I hate about you?
…“that’s not fair, you changed the outcome by measuring it”. It is not dissimilar with a new technology that appears to be at the bottom of the cost curve. Scale…
Manufacturing methods: an overview?
…with >7MWH/ton energy use is energy-intensive. Some of the lowest-cost methods are associated with the mining industry, where they are deployed at enormous scale (multi-MTpa), such as crushing, flotation and…
Energy security: volcanos versus solar panels?
…VEI denotes the ‘Volcanic Explosivity Index‘, a logarithmic scale that has become the standard for measuring volcanic eruptions. $299.00 – Purchase Checkout Added to cart For example, the 2010 eruption of Iceland’s…
Power transmission: inter-connectors smooth solar volatility?
Can large-scale power transmission smooth renewables’ volatility? To answer this question, this horrible 18MB data-file aggregates 20-years of hour-by-hour solar insolation arriving at four cities in the US (Los Angeles,…
Green hydrogen: can electrolysers run off renewables?
…alongside the electrolysers, in a trade off with up-front capex, in order to mitigate against degradation. Our roadmap to net zero still sees relatively more potential in large-scale transmission infrastructure,…
Solar: energy payback and embedded energy?
…remarkable pull on some of these materials from scaling up solar capacity additions. We absolutely want to scale solar in the energy transition. This will be easiest from a position…
Fluorinated polymers: flying under the radar?
…must scale up? Our 15-page report explores the upside for fluorinated polymers in the energy transition, and who benefits. $499.00 – Purchase Checkout Added to cart Fluorine is the smallest and simplest…
Nuclear life extensions: costs and case studies?
…Implications are constructive for nuclear and for large-scale EPC companies. Companies that have delivered past life extension projects in the nuclear industry include Bechtel, SNC Lavalin, Black and McDonald, Jacobs,…
Nature-based CO2 removals: a summary?
This data-file is an overview of nature-based CO2 removal projects that we have been supporting at Thunder Said Energy. Our research ‘scores’ different nature-based projects on a 100-point scale, using…