the research consultancy for energy technologies
This data-file outlines the top twenty companies producing variable frequency drives to precisely control electric motors. In each case, we have quantified the companies’ size, market share, percentage exposure to…
…of ten leading axial flux motor designs, with an average power density of almost 8kW/kg, which is even higher than the PMSRMs used in the latest Teslas, and around 10x…
…Wind farms are noted in particular, as newer, taller turbines can now be ‘key-holed’ into forestry areas without impacting wind resources. This looks interesting to us. https://thundersaidenergy.com/downloads/wind-power-impacts-of-larger-turbines/ https://thundersaidenergy.com/2021/07/29/offshore-wind-will-costs-follow-moores-law/ https://thundersaidenergy.com/2021/04/08/wind-in-the-willows-wooden-turbines/ Biodiversity….
…7). Inflationary feedback loops have been a recurring topic in our recent research, and steel makes an interesting case study. Steel is used in wind, solar, power distribution, batteries, hydrogen…
…is to explore three enormous questions that are increasingly on our minds: (1) How would the world look different if the record gas and power prices seen in winter-2021/22 were…
…CO2 and energy intensity of each of these materials in turn (pages 4-7). Specialized supply chains tighten most. We identify three specific industries which would effectively see unlimited pricing power…
Nuclear fusion could provide a limitless supply of zero-carbon energy from the 2030s onwards. Thus 30 private companies have raised $4bn to progress new ideas. But the goal of this…
This 14-page note compares the economics of EV charging stations with conventional fuel retail stations. They are fundamentally different. Our main question is whether EV chargers will ultimately get over-built,…
…(20-25%), blue hydrogen (30%) and CCS (c33%). Generally these blends do not look too bad on costs, inflating a marginal cost around 8c/kWh for conventional gas power to around 9-10c/kWh….
…laid out on pages 12-13. To read about some of our ideas on how to cure emerging energy shortages in the gas and power sectors, please see our article here….