the research consultancy for energy technologies
…But an imperfect model is often better than no model. https://thundersaidenergy.com/2021/12/09/decarbonizing-global-energy-the-route-to-net-zero-2/ https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can/ Methane is a powerful greenhouse gas An overview of the greenhouse effect is written up in a similar…
…long-term, as the US can produce the same materials, at lower feedstock costs, while possibly also decarbonizing at source, via blue hydrogen value chains (examples below). https://thundersaidenergy.com/2023/04/13/blue-ammonia-options-strategy/ https://thundersaidenergy.com/2023/08/10/polyurethanes-what-upside-in-energy-transition/ https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ The…
…model has power rising from c40% to c50% of the US gas market by 2030, compensated by lower use in residential heat. https://thundersaidenergy.com/downloads/us-co2-and-methane-intensity-by-basin https://thundersaidenergy.com/downloads/gas-gathering-how-much-co2-and-methane https://thundersaidenergy.com/downloads/gas-pipelines-how-much-energy-co2-and-methane-leaks https://thundersaidenergy.com/downloads/gas-industry-co2-per-barrel https://thundersaidenergy.com/downloads/methane-leaks-from-downstream-gas-distribution https://thundersaidenergy.com/downloads/methane-slip-how-much-gas-evades-combustion https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can https://thundersaidenergy.com/downloads/decarbonization-of-the-united-states-with-a-co2-price…
…capable of snowballing. https://thundersaidenergy.com/2020/12/10/decarbonizing-global-energy-the-route-to-net-zero/ We consider companies that can improve agricultural productivity and carbon sequestration potential to be among the non-obvious opportunities to drive the energy transition (screen below). https://thundersaidenergy.com/downloads/biotech-companies-to-enhance-agricultural-yields-or-co2-uptake/…
…novel technologies being considered today will not avert sea level rise. They will merely slow it down. https://thundersaidenergy.com/downloads/the-top-technologies-in-energy/ https://thundersaidenergy.com/downloads/the-2050-energy-mix-a-simple-model/ https://thundersaidenergy.com/downloads/net-zero-an-energy-climate-model-for-2-degrees/ (6) Regional variations. Sea level rises are not the same…
…are all familiar (more so than, say, ethane cracking, below). https://thundersaidenergy.com/downloads/ethane-cracking-the-economics/ Ideally you will also come away from this article with some interesting insights for the next time you are…
…all of our research to-date. https://thundersaidenergy.com/2021/07/22/border-taxes-a-carbon-curtain-has-descended/ https://thundersaidenergy.com/2019/11/14/co2-labelling-for-an-energy-transition/ For the tech industry, we are sure that there is a clever, billion-dollar solution to indexing the embedded CO2 across entire value chains;…
…would last until the industrial revolution. https://thundersaidenergy.com/2021/01/27/britains-industrial-revolution-what-happened-to-energy-demand/ https://thundersaidenergy.com/downloads/the-2050-energy-mix-a-simple-model/ (4) Living conditions. Life expectancy was lower and more variable than it is today. Half died before adulthood. The median age was…
…spaces. But often, it takes some energy economics to determine how much material you can thrift. https://thundersaidenergy.com/2023/01/26/solar-surface-silver-thrifting/ https://thundersaidenergy.com/downloads/power-cables-how-much-copper-and-aluminium/ Does that company’s technology work? We like to answer this question by…
…publications. Examples below. https://thundersaidenergy.com/2023/12/07/decarbonizing-global-energy-the-route-to-net-zero-4/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/downloads/energy-transition-companies-a-long-list/ The second self-reflection is a distinction, between predictions and normative aspirations. Honestly, I think one of the reasons I did not push harder on…