Seebeck Effect: are thermoelectrics the next solar?

Illustration of the Seebeck effect and the generation of power from heat.

…into clean electricity. Hence can thermoelectric semiconductors follow the same path, converting heat into electricity with no moving parts? This 14-page report reviews the opportunity, challenges, efficiency, costs and companies….

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?

European gas demand across residential heat, commercial heat, electricity and a dozen industries.

…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….

Energy transition: key conclusions from 1Q24?

Top 250 companies in Thunder Said Energy research. What sectors and what market cap?

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…

Cummins: diesel engine and generator technology?

…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….

Cool customers: AI data-centers and industrial HVAC?

…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?…

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