Market concentration: what impacts on margins?
…topic that matters for the energy transition: How does it work? What does it cost? What supply-demand outlook? What are the key technology challenges? And who are the leading companies?…
Thermal energy storage: cost model?
…back-up tabs of the model. However, one-third of the companies in our thermal energy storage company screen are pursuing molten salt systems, hence our thermal energy storage model focuses on…
Thermal energy storage: heat of the moment?
…page 18. And for industrial incumbents in heat exchangers and insulation materials. A fast-evolving landscape of thermal storage companies shows a wide variety of solutions are now being explored (pages…
Energy transition: three reflections on 2023?
…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…
Energy transition: ten themes for 2024?
…for energy transition decision-makers is on page 13. And a snapshot of heavily-discussed companies follows on page 14. Our new year’s resolutions, as articulated in the video here, are to…
Oil markets: rising volatility?
…we wonder whether this buffering role will continue in the future, especially as US shale growth slows? Ultimately, volatility benefits those with flexibility: from upstream producers, to midstream companies, to…
Email deliverability: who broke the internet?
…most important and actionable research we have published over the past five years. In case you missed it, the three most important research notes are copied below. https://thundersaidenergy.com/2023/12/07/decarbonizing-global-energy-the-route-to-net-zero-4/ https://thundersaidenergy.com/2023/12/13/energy-transition-companies-a-new-approach/ https://thundersaidenergy.com/2023/11/30/peak-commodities-everything-everywhere-all-at-once/…
Renewables plus batteries: co-deployments over time?
…will be deployed per MW of renewables capacity, comprising a mixture of standalone renewables projects and renewables projects that are co-developed with batteries. And there could be upside? Companies that…
European gas: anatomy of an energy crisis?
…traders, midstream companies and load-shifters (note below). https://thundersaidenergy.com/2024/01/11/energy-market-volatility-climate-change/ Heating comprises 40% of Europe’s gas demand, of which 24pp is residential, 11pp is commercial, 3pp is heat/steam sold from power plants…
Bottlenecked grids: winners and losers?
…bottlenecks, with long delays to interconnect new loads? Everything changes. Hence this 16-page report looks across the energy and industrial landscape, to rank the implications across different sectors and companies….