Energy transition: ten themes for 2024?
…for energy transition decision-makers is on page 13. And a snapshot of heavily-discussed companies follows on page 14. Our new year’s resolutions, as articulated in the video here, are to…
Energy market volatility: climate change?
…+/- 3-5% each year, while wind and solar will ramp from 5.5% to 30% of all global energy. Rising volatility can be a kingmaker for midstream companies? What other implications?…
Oil markets: rising volatility?
…we wonder whether this buffering role will continue in the future, especially as US shale growth slows? Ultimately, volatility benefits those with flexibility: from upstream producers, to midstream companies, to…
Email deliverability: who broke the internet?
…most important and actionable research we have published over the past five years. In case you missed it, the three most important research notes are copied below. https://thundersaidenergy.com/2023/12/07/decarbonizing-global-energy-the-route-to-net-zero-4/ https://thundersaidenergy.com/2023/12/13/energy-transition-companies-a-new-approach/ https://thundersaidenergy.com/2023/11/30/peak-commodities-everything-everywhere-all-at-once/…
Seebeck Effect: are thermoelectrics the next solar?
…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?
…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….
Bottlenecked grids: winners and losers?
…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…
Power beaming: into thin air?
…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…