the research consultancy for energy technologies
…at $15-35/ton commercial CO2 prices. https://thundersaidenergy.com/2020/05/29/the-new-forest-can-carbon-neutral-fuels-re-shape-the-oil-industry/ We conclude that a typical Oil Major can uplift its valuation by 50% through targeting net zero. This requires incurring 7.5-15% higher costs in…
…tons of CO2 emissions per year via this route (summary below). https://thundersaidenergy.com/2020/06/10/nature-based-solutions-to-climate-change-a-summary/ The costs are incredibly low, at $3-10/ton, when reforestation efforts are well structured through reputable tree-planting charities (note…
…into transition timings by mapping twenty prior technology transitions. Our recent research, summarized below, covers all of these topics, for further information. https://thundersaidenergy.com/downloads/the-2050-energy-mix-a-simple-model/ https://thundersaidenergy.com/2021/01/08/costs-of-climate-change-a-paradox/ https://thundersaidenergy.com/2020/10/29/energy-transition-is-it-becoming-a-bubble/ https://thundersaidenergy.com/2020/08/14/technology-transitions-thinking-fast-and-slow/ Source: Wrigley, E. A….
…lifetime CO2 emissions, multiple times over). The ‘run’; phase might involve replicating this at larger scale, and possibly even commercializing the CO2 removal ‘credits’. https://thundersaidenergy.com/2021/07/14/reforestation-a-real-life-roadmap/ Hence 2H21 has been constellated…
…https://thundersaidenergy.com/2023/03/02/energy-efficiency-a-riddle-in-a-mystery-in-an-enigma/ https://thundersaidenergy.com/2023/03/23/eroei-energy-return-on-energy-invested/ https://thundersaidenergy.com/2023/06/29/omniscience-how-will-ai-reshape-the-energy-transition/ Conclusion #4: beware hydrogen hubris? One of the more surprising bars in our charts is over green hydrogen, where many forecasters are hoping that future value chains…
…transformers, transistors, harmonic filters, capacitors, reactive power. https://thundersaidenergy.com/2023/05/25/power-grids-down-to-the-wire/ The new age of volatility due to renewables, geopolitics, politics, policies. https://thundersaidenergy.com/2024/01/11/energy-market-volatility-climate-change/ Latest views on global energy, solar innovation, wind recalibration, nuclear, grid bottlenecks, shale and how AI…
…incremental solar from here will likely cost 12-15c/kWh (see below). https://thundersaidenergy.com/2023/11/30/power-grids-when-will-wind-and-solar-peak Demand shifting is the second adaptation that allows solar to reach higher shares. It is generally cheaper to move…
…of mobility.. . https://thundersaidenergy.com/2021/05/27/inflation-will-it-de-rail-the-energy-transition/ https://thundersaidenergy.com/2021/04/29/ethanol-getting-wasted/ https://thundersaidenergy.com/2021/02/25/farming-carbon-into-soils-a-case-study/ https://thundersaidenergy.com/2021/03/11/oil-demand-the-rise-of-autonomous-vehicles/ https://thundersaidenergy.com/downloads/co2-emissions-from-batteries-when-do-evs-break-even/ Finally, in case your curiosity has been piqued, here is my wife’s take on our US adventures, and our permanent re-location to…
…3GTpa. For contrast, total anthropogenic carbon emissions are 12GTpa. It follows that small changes in the natural carbon cycle could materially shift carbon balances, per our climate model below. https://thundersaidenergy.com/downloads/net-zero-an-energy-climate-model-for-2-degrees/…
…are most economical and also restore nature (note below). https://thundersaidenergy.com/2020/10/08/planting-a-seed-will-new-forests-disrupt-new-energies/ Our climate model, including all of the temperature data cited in this report are tabulated in the data-file below. https://thundersaidenergy.com/downloads/net-zero-an-energy-climate-model-for-2-degrees/…