The Ascent of LNG?

LNG demand the bull case

…note outlines 200MTpa of potential upside to consensus LNG demand, via de-carbonised power and shipping fuels. LNG demand could thus compound at 8% pa to 800MTpa by 2030, justifying greater…

Power grids: down to the wire?

Power grid metals demand

…progress may lead to bottlenecks, then a boom? This 12-page note quantifies rising power grid metals demand, demand for circuit kilometers, and who benefits? $499.00 – Purchase Checkout Added to cart Power…

Energy Technologies and Energy Transition

energy technologies and energy transition

…markets: opportunities in peak demand? (Sep-19, 20-pages) The ascent of global LNG demand? (Sep-2019, online) Drone Attacks on Energy Assets? (Sep-2019, online) https://thundersaidenergy.com/2020/05/24/on-the-road-long-run-oil-demand-after-covid-19/ Natural Gas Gas demand could treble between…

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