Search results for: “energy density”
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Oil crops: the economics?
The costs of oil crops, a crucial input for bio-diesel and SAF, will usually range from $900-1,200/ton, in order to generate acceptable 6-15% IRRs for producers. This translates into $3-4/gallon in feedstock costs. These oil crops also likely embed over 2 kg/gallon of CO2 intensity. The economics of oil crops can be stress-tested in this…
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Overview of inertia in renewable-heavy grids?
This overview of inertia in renewable-heavy grids tabulates the typical inertia of rotating generators, then models the resultant Rate of Change of Frequency (ROCOF) during supply disruptions. In our base case, a grid with 6 MW-s/MVA of inertia rides through a 2% supply-disruption, buffered by 1% fast frequency response (FFR), via lowering grid frequency from…
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New energies deflation: myths and legends?
How much of the market’s current disenchantment with new energies can be attributed to persistently high costs, which failed to deflate as much as hoped? This 15-page report reviews the evidence. Cost trajectories have varied. CCS and hydrogen cost more than initially advertised. Wind costs recently re-inflated. Yet, solar, electronics and lithium ion batteries remain…
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Why the Thunder Said?
This 8-page report outlines the ‘four goals’ of Thunder Said Energy; and how we hope we can help your process…
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Landfill costs: by country and over time?
This data-file tabulates the most likely costs of placing waste-material (e.g., plastic) into landfill, country by country, and over time. Landfill taxes have risen at an 8% CAGR on average, clearly reduce landfilling rates, and promote recycling. This short note spells out our top five conclusions on landfill taxes by country and over time.
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Plastic Recycling Companies: pyrolysis and next-generation recycling?
This data-file assesses the outlook for 30 plastic pyrolysis companies, operating (or constructing) 100 plants around the world, which use chemical processes to turn waste plastic back into oil. The data-file has been updated in 2023, concluding that the theme is ‘on track’, but segmented between leaders and setbacks.
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Turn the Plastic Back into Oil
Due to the limitations of mechanical recycling, 85% of the world’s plastic is incinerated, dumped into landfill, or worst of all, ends up in the oceans. An alternative, plastic pyrolysis, is on the cusp of commercialisation.
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Can technology revive offshore oil?
Can technology revive offshore and deep-water? This note outlines our ‘top twenty’ opportunities. They can double deep-water NPVs, add c4-5% to IRRs and improve oil price break-evens by $15-20/bbl.
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Re-Frac Economics. How much uplift?
Re-fracturing Permian and Eagle Ford shale wells holds potential at higher oil prices. Our base case assumes $0.5M NPV/well uplifts, and $45/bbl breakevens. Higher prices and process-enhancements can unlock $2-3M of NPV10/well. Oxy and Devon lead the technical literature.
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Aerial Vehicles: Which Ones Fly?
We have updated our database of over 100 companies, which have already flown c50 aerial vehicles (aka “flying cars”), to identify the leading contenders. We categorize each vehicle by fuel type, speed, range, fuel economy and credibility. The data strongly imply aerial vehicles taking off in the 2020s.
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