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…
Japan: nuclear restart tracker?
…of July-2024, we have also included a simple model of Japan’s electricity mix, from 1985 to 2023, plus our forecasts through 2030. The best option for decarbonization would be to…
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?…
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,…