Electrochemistry: redox potential?
…the Nernst Equation. This all shows that putting some new redox pair into an electrochemical cell is really no more revolutionary than putting pineapple onto a pizza. Thermodynamic efficiency is…
Oil markets: rising volatility?
…surprises? Large new field start-ups do create statistical volatility in individual countries’ oil output. But not in a way that is entirely unexpected. The prevalence of oil market surprises is…
LONGi: technology review and solar innovations?
…a new world record of 33.9% cell-level efficiency for a silicon-perovskite tandem cell, which is the first ever cell to surpass the Shockley-Queisser (S-Q) theoretical efficiency limit. Hence in this…
Email deliverability: who broke the internet?
…most important and actionable research we have published over the past five years. In case you missed it, the three most important research notes are copied below. https://thundersaidenergy.com/2023/12/07/decarbonizing-global-energy-the-route-to-net-zero-4/ https://thundersaidenergy.com/2023/12/13/energy-transition-companies-a-new-approach/ https://thundersaidenergy.com/2023/11/30/peak-commodities-everything-everywhere-all-at-once/…
Power grids: the biggest bottleneck in the world?
…high-voltage transmission network is discussed on pages 9-12. The crucial conclusion is that interconnecting large new loads — wind, solar, data-centers, electric vehicles, etc — pulls on the entire network,…
LNG ramp-rates: MTpa per month and volatility?
…is expanding its LNG capacity from 77MTpa to 142MTpa, by adding 8 x 8.1MTpa mega-trains into the 400MTpa global LNG market. For perspective, 65MTpa of new LNG capacity is almost…
Bottlenecked grids: winners and losers?
What if the world is entering an era of persistent power grid bottlenecks, with long delays to interconnect new loads? Everything changes. Hence this 16-page report looks across the energy…
Data-centers: the economics?
…OpenAI, stating that training GPT 4 had a total compute of 60M EFLOPs and a training cost of around $160M. However, new generations of chips from NVIDIA will increase the…
Energy and AI: the power and the glory?
The power demands of AI will contribute to the largest growth of new generation capacity in history. This 18-page note evaluates the power implications of AI data-centers. Reliability is crucial….
Midstream gas: pipelines have pricing power ?!
…renewables and AI; while new pipeline investments are being hindered. So who benefits here? Answers are explored in this 13-page report. $499.00 – Purchase Checkout Added to cart There are three major…