the research consultancy for energy technologies
…dozen input variables, such as capex, opex, iron ore prices, coke prices, coal prices, gas prices, electricity prices, limestone prices, labor rates and tax regimes. The economics of blast furnaces…
What opportunities for glass fiber in the energy transition? Glass fiber makes up 50% of a wind turbine blade, lightens vehicles and insulates homes for 30-70% energy savings. Hence we…
…net basis after efficiency losses. Global average EROEI is around 30x. Sources with EROEI above average are hydro, nuclear, natural gas and coal. Sources with middling EROEIs of 10-20x are…
…CO2 intensity. Total energy intensity is usually around 5-6MWH per ton of paper, coming one-third from external energy sources (e.g., electricity, gas, coal) and two-thirds from burning bark and other…
…at risk of deeper and deeper curtailments. The best constructive solutions would be pragmatic policies, a re-prioritization of gas, and a massive step-up in efficiency improvements. The best options across…
…fall apart? Constructive solutions will include debottlenecking resource-bottlenecks, efficiency technologies and natural gas pragmatism. https://vimeo.com/680851397 https://thundersaidenergy.com/2022/07/07/energy-transition-wheel-of-time/ https://thundersaidenergy.com/2022/07/21/political-shifts-do-energy-shortages-cause-revolutions/ https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ https://thundersaidenergy.com/2022/01/06/renewables-can-they-ramp-up-faster/ https://thundersaidenergy.com/2022/01/13/glass-fiber-what-upside-in-the-energy-transition/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/2022/02/10/falling-towers-how-will-energy-shortages-play-out/ https://thundersaidenergy.com/2022/01/20/us-lng-new-perceptions/ https://thundersaidenergy.com/2021/12/30/energy-crisis-ten-themes-for-2022/ To view the video directly in…
…times, thermal coal producers have debatable ESG credentials, owing to being the highest carbon fossil fuel, and 2-3x higher CO2 intensity per MWH of useful energy than natural gas. However,…
…gas instead. With all its nuclear plants shut down in 2011-12, LNG imports jumped by around 20MTpa, while the remaining shortfall was covered by ramping oil-fired power back upwards by…
…with eventual costs seen at 1-6c/kWh. This would indeed be a world-changer for zero carbon electricity (chart below). https://thundersaidenergy.com/2021/11/11/power-functions-how-would-gas-shortages-change-the-cost-curve/ (2) Linear Reactor. This is not a tokamak, stellarator or inertial…
…oil and gas projects, 9-years for new LNG plants and 13-years for new nuclear plants. There is a spread within each category. As a rough split, these timings break down…