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?…

Road costs: economic model?

…be transported to site which maybe accounts for $20/ton of material in a large hauler. Leading companies producing aggregate materials for road-building include Vulcan Materials, Martin Marietta and leading-cement producers,…

De-carbonising carbon?

De-Carbonising Carbon

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…

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