Oil demand: making millions?
…liquids, hydrogen trucks and e-fuels. What drives global oil demand? Of the fifteen themes, we reach the conclusion that only three themes can really move oil markets by +/- 5Mbpd…
Global PGM demand: breakdown by metal and use?
…in the emerging world). There are mix effects in the vehicle fleet, as heavy trucks burning diesel, but containing 3x more PGMs than gasoline cars, are slower to electrify. And…
Global vehicle sales by manufacturer?
…urban mobility ≠ pick-up trucks for Middle America ≠ premium vehicles ≠ low-cost all-purpose cars). As an example, BMW is focused on luxury vehicles (not low-cost, mass-market EVs!!), and is…
US natural gas: the stuff of dreams?
…like peakers. Our outlook for US LNG exports is discussed on pages 6-7. Recent data show countries such as China switching diesel trucks to LNG, and there is upside to…
LNG: top conclusions in the energy transition?
…opportunities in LNG in transport, smaller-scale LNG, LNG-fueled trucks, LNG-fueled ships, eliminating methane slip, LNG fuelling stations, small fixed LNG plants, floating LNG plants. There are some interesting concepts, especially…
Energy history: how much wood can be cut in a day?
…where they could be floated downstream and processed (painting below from the 1890s). By the mid-20th century, chainsaws and trucks offered 2-4x further productivity gains, so a professional logging crew…
Drone Delivery: the Energy Economics
…in the ‘AmazonCalculation’ tab; for a full comparison against trucks. We conclude that drone delivery could use c90% less energy, c99% less cost and c90% lower carbon than is typical…
Neodymium market: our top ten facts?
…chains that have crossed our screen, such as lithium, uranium or copper, and similar models could be translated across. https://thundersaidenergy.com/2021/07/15/lithium-reactive/ https://thundersaidenergy.com/downloads/uranium-mining-the-economics/ https://thundersaidenergy.com/downloads/copper-the-economics/ https://thundersaidenergy.com/downloads/energy-costs-of-mining-processes/ https://thundersaidenergy.com/downloads/mine-trucks-transport-economics/ (7) Where is it produced? Output…
Small-scale CCS: transport liquid CO2?
…a convoy of CO2-carrying trucks, and larger liquid CO2-carrying ships. Including capex, energy and CO2 costs. The main operational hurdles are described on page 13. We have reflected additional safety…
Global oil demand forecasts: by end use, by product, by region?
…in June-2024, to reflect 2023 data, and our latest outlook into changing vehicle fleets and long-term plastic demand. Underlying workings are shown in seven subsequent tabs, covering light vehicles, trucks,…