Decarbonized supply chains: first invent the universe?
…was a button you could press, somewhere in a steel mill, with a big shiny label that said “decarbonize steel”. The reality in our model (below) is that CO2 emissions…
Glass fiber: the economics?
This data-file models the economics of producing glass fiber, the key component in fiberglass, which is used in wind turbine blades and the light-weighting of transport; but also an insulation…
LNG regasification: the economics?
This data-file captures the economics for a typical LNG regas facility. We estimate that a fixed plant with 75-80% utilization requires a spread near to $0.8/mcf on its gas imports,…
Fuel retail: economics of a petrol station?
This data-file captures fuel retail economics covering the costs and margins of a typical fuel-retailing petrol station to earn a 10% unlevered IRR, based on data from companies in the…
Global oil demand: breakdown by product by country?
…are still materially over-estimating the pace of disruption in commodities (note here). A lack of pragmatism worries us (note here). Our LT oil demand model is here. However, there is…
Oil storage terminals: the economics?
This data-file captures the economics of constructing an oil storage terminal (aka a “tank farm”). $499.00 – Purchase Checkout Added to cart The storage spread for a 10% IRR depends mostly on…
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…