the research consultancy for energy technologies
This data-file tabulates our subjective opinions on c20 different heat pump companies, and our own preferences to use their heat pump on a future European residential heating project. Factors we…
…So will the high volatility persist? This is the question in today’s 6-page note. We attribute two-thirds of the volatility gains to gas shortages and high absolute power prices. However,…
Aspen Aerogels was founded in 2001 and went public in 2014, manufacturing aerogels at a plant in Rhode Island, with c300 employees, $100M revenues (in 2020) and an installed base…
…input variables, such as capex, opex, iron ore prices, coke prices, coal prices, gas prices, electricity prices, limestone prices, labor rates and tax regimes. The economics of blast furnaces are…
…net basis after efficiency losses. Global average EROEI is around 30x. Sources with EROEI above average are hydro, nuclear, natural gas and coal. Sources with middling EROEIs of 10-20x are…
…18 separate lines in the model, and usually comes in around 5-6MWH per ton of paper, of which one-third is from external energy sources (e.g., electricity, gas, coal) and two-thirds…
…at risk of deeper and deeper curtailments. The best constructive solutions would be pragmatic policies, a re-prioritization of gas, and a massive step-up in efficiency improvements. The best options across…
…fall apart? Constructive solutions will include debottlenecking resource-bottlenecks, efficiency technologies and natural gas pragmatism. https://vimeo.com/680851397 https://thundersaidenergy.com/2022/07/07/energy-transition-wheel-of-time/ https://thundersaidenergy.com/2022/07/21/political-shifts-do-energy-shortages-cause-revolutions/ https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ https://thundersaidenergy.com/2022/01/06/renewables-can-they-ramp-up-faster/ https://thundersaidenergy.com/2022/01/13/glass-fiber-what-upside-in-the-energy-transition/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/2022/02/10/falling-towers-how-will-energy-shortages-play-out/ https://thundersaidenergy.com/2022/01/20/us-lng-new-perceptions/ https://thundersaidenergy.com/2021/12/30/energy-crisis-ten-themes-for-2022/ To view the video directly in…
…generated by gas power instead. With all its nuclear plants shut down in 2011-12, LNG imports jumped by around 20MTpa, while the remaining shortfall was covered by ramping oil-fired power…
…which is disaggregated in the file across ammonia inputs, CO2 inputs, electricity inputs and heat inputs. These numbers can all be stress-tested. Sensitivity matters. At $6-10/mcf gas prices, marginal costs…