the research consultancy for energy technologies
…the energy transition. But how can industrial processes truly be ‘powered by solar’? Buffering the volatility creates opportunities for gas and nuclear back-ups, inter-connectors, supercapacitors, smart energy and power electronics?…
…in today’s money, using models of coal gasification and gas-to-liquids. Ultimate costs of synfuels — in $/bbl and c/kWh-th — are derived on page 6. Efficiency is a challenge. We…
…production, looking across over a dozen different input parameters, such as capex, opex, electricity prices, gas prices, diesel prices, zinc prices, sodium cyanide prices, other reagent prices and tax take….
…in recessions? Commodities assessed in the data-file include oil, natural gas, coal, corn, iron ore (precursor to steel), aluminium, copper, zinc, nickel, platinum, silver and gold. Recessions assessed in the…
…plant in the grid today has 1.1 GW of capacity, the average coal plant is 400MW and the average natural gas plant is 100 MW. These are enormous numbers. And…
…is used everywhere! The complicated part is converting methane, chlorine gas and hydrofluoric acid into useful fluorinated polymers. This is one of the most complex value chains we have evaluated…
…see nuclear re-accelerating and growing more than 2.5x. The remaining c65% will need to be sourced from somewhere, and we think the best candidate is low-carbon natural gas, combined with…
…gas and CHPs, which will provide most of the remaining shares of an increasingly large grid). 1,100 companies have crossed our screens since starting Thunder Said Energy, including dozens in…
…a natural eco-system, such as a forest. This directly offsets the impact of unavoidable emissions (e.g., 85Mbpd of oil, 300TCF pa of gas, in 2050, per our energy market models)….
…Another energy super-cycle is on the horizon (page 10), especially for low-carbon natural gas (page 11). But for investors, timing considerations are very important (page 12). Three bright spots will…