the research consultancy for energy technologies
…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…
…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….
…industrial landscape, to rank the implications of grid bottlenecks across different sectors and companies. $599.00 – Purchase Checkout Added to cart Our growing fear is that power grids are shaping up to…
…think microwave transmission could cost less than HVDCs and other transmission lines. Companies involved in power transmission via the microwave spectrum, are noted on page 11. One notable private company…
This note summarizes the key conclusions from our energy transition research in 1Q24 and across 1,400 companies in total. Volatility is rising. Power grids are bottlenecked. Hence what stands out…
…also increase the market for diesel gen-sets from 3GW pa to 7 GW pa. Hence we have been exploring companies in medium-scale commercial and industrial power generation, such as Generac….
…typical data-center is cooling, as explored in this 14-page report. How much does climate matter? What changes lie ahead? And which companies sell into this soon-to-double market for cooling equipment?…
Decarbonisation is often taken to mean the end of fossil fuels. But it could become more feasible simply to de-carbonise fossil fuels. This 19-page note explores two top opportunities: next-generation…
Petrobras, Shell, TOTAL and two Chinese Majors are pushing the boundaries of deep-water technology to develop the Mero oilfield. But the distribution of possible NPV outcomes is very broad, at…
2019 has evoked resource fears in shale, after some E&Ps posted disappointing results, and implied productivity data fell 20% YoY, according to the EIA’s data. We find the data-issues are…