the research consultancy for energy technologies
…struggling to secure this from the grid. The best metric is the Levelized Cost of Total Electricity (page 11). https://thundersaidenergy.com/2023/11/16/renewable-heavy-grids-dividing-the-pie/ Energy savings behind the meter also become more valuable, especially…
…energy arrives at the top of the Earth’s atmosphere, based on the Planck Equation, equivalent to almost 12,000 kWh/m2/year. Amazingly, solar is changing the world, even though only c2-3% of…
…these battery metal businesses have been profit-warning. The work should be viewed alongside our recent note into the outlook for PGMs, and our models into long-term PGM demand. https://thundersaidenergy.com/2024/09/19/going-platinum-pgms-in-energy-transition/ https://thundersaidenergy.com/downloads/global-pgm-demand-breakdown-by-metal-and-by-use/…
…Aramco’s patent notes this need not be problematic in an internal combustion engine, where c60% of the energy in fuels is converted into heat in to the engine, at 600-650C….
…30-year project-cycle. But production profiles matter. Oil and gas assets generate 2-3x more energy than renewables in early years; and 50-80% less energy in later years. So dollars invested in…
Refining has the highest carbon footprint in global energy. Next-generation catalysts are the best opportunity for improvement: uniquely, they could cut refineries’ CO2 by 15-30%, while also uplifting margins, which…
…grids and electric vehicle value chains. Our note into mitigating methane in the energy transition remains a useful reference for the importance of this theme, and our key conclusions. https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can…
…overview here. All of our research into LNG in the energy transition is summarized here, and all of our broader research into natural gas in the energy transition is summarized…
…combustion facilities; while at the same time, efficiently generating electricity from natural gas. The first pilot plant was due to be tested in 1Q20, by ExxonMobil and FuelCell Energy, but…
…slashing the c$30,000-100,000 delivery costs per turbine, that can be incurred in the onshore wind industry. What Energy Economics? The energy economics of Flying Whales’ airships should be a great…