Commodity price volatility: energy, metals and ags?
…ranging across energy commodities such as oil, gas and coal; industrial metals such as iron ore, copper and aluminium; precious metals such as gold and silver; and agricultural commodities such…
…ranging across energy commodities such as oil, gas and coal; industrial metals such as iron ore, copper and aluminium; precious metals such as gold and silver; and agricultural commodities such…
…commodity prices, we need to fit a statistical distribution onto the commodity prices. Lognormal distributions provide a beautiful fit. Our confidence intervals for oil prices, gas prices and coal prices…
…constructing renewables assets, power grids, gas, CCS and broader infrastructure mega-projects. Track records, specialization and scale drive margins? $499.00 – Purchase Checkout Added to cart Global mega-projects tend to be delivered by…
…ramped up its oil production by 3x, its gas production by 2x and now also produces 5% of its energy from new energies such as wind and solar. This means…
…Hence we think the rise of renewables will entrench natural gas. https://thundersaidenergy.com/2024/07/04/back-up-does-ramping-renewables-displace-gas/ Finally, the evidence suggests that a typical pumped hydro generation profile is less actively used for short-term grid…
…how wind, solar, gas turbines and transmission & distribution line losses all degrade at higher temperatures, making power generation in heatwaves more difficult. Thus during a heat wave, this seemingly…
Super-alloys have exceptionally high strength and temperature resistance. They help to enable 6GTpa of decarbonization, across efficient gas turbines, jet engines (whether fueled by oil, hydrogen or e-fuels), vehicle parts,…
In 2018, we reviewed 250-years of energy transitions, arguing that another great energy transition is now on hand. It will occur over the next century. Thus for another hundred years,…
…file aims to break down the oil and gas industry’s R&D activities, by category and sub-category, based on the >1,000 patents and >300 SPE papers we have categorized so far….
A 2.5MTpa Floating LNG vessel using the Golar/PRICO process would cost c$700/tpa, or $1.1/mcfe. A $2.5/mcf liquefaction-spread is therefore needed for a 10% return. The key economic risk is ‘uptime’….