the research consultancy for energy technologies
…the global energy system and explains 20% of the bridge towards ‘net zero’ in our research (chart below). https://thundersaidenergy.com/2020/12/10/decarbonizing-global-energy-the-route-to-net-zero/ Our recent research has also focused on the topic of energy…
Can GDP decouple from energy demand? Wealthier countries’ energy use has historically plateaued after reaching $40k of GDP per capita. Hence could future global energy demand disappoint? This 15-page report…
…hard to decarbonize due to limits on the energy density of lithium ion batteries and myriad issues with hydrogen-based fuels. Non-OECD oil demand has risen from 35Mbpd in 2005 to…
Thunder Said Energy is a research firm focused on economic opportunities that drive the energy transition. Our top ten conclusions into batteries and energy storage are summarized below, looking across…
…useful energy, due to the chemistry of the methane molecule (half of the energy is from converting the H in CH4 to H2O, versus the energy in coal primarily coming…
…‘net zero’ by 2050. The economic costs ratchet up to $3trn per annum. https://thundersaidenergy.com/2020/12/10/decarbonizing-global-energy-the-route-to-net-zero/ However, based on the latest disclosures from the IPCC, we estimate that the unmitigated costs of…
Should restoring the world’s energy surplus be seen as the most important ESG goal of the 2020s? This 12-page note outlines our top ten reasons energy shortage matters. Our energy…
…useful energy, aka 2.8 kWh of useful energy. This is the thermodynamic minimum useful energy. Including the losses in a boiler, the unintended heating of pipes and surroundings, a bath…
…more on the difference between primary energy and useful energy, see our energy efficiency overview). Philosophical problem #2: useful energy versus primary energy? The primary energy numbers quoted above are…
…crowding out genuine decarbonization. https://thundersaidenergy.com/downloads/coal-industry-co2-per-ton/ https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ https://thundersaidenergy.com/downloads/waste-heat-recovery-the-economics/ https://thundersaidenergy.com/2020/08/28/the-great-leveler-why-co2-prices-are-crucial/ Nature based carbon offsets versus renewable energy credits? My own personal intuition is that RECs may have a role for some consumers…