Is the world investing enough in energy?
Global energy investment in 2020-21 has been running 10% below the level needed on our roadmap to net zero. Under-investment is steepest for solar, wind and gas. Under-appreciated is that…
Steel production: costs and energy economics?
…dozen 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…
Energy return on energy invested?
…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…
Paper production: energy economics?
…CO2 intensity. Total energy intensity is usually around 5-6MWH per ton of paper, coming one-third from external energy sources (e.g., electricity, gas, coal) and two-thirds from burning bark and other…
Falling towers: how will energy shortages play out?
…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…
Energy transition: hierarchy of needs?
…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…
Coal miners: a screen of Western companies?
…times, thermal coal producers have debatable ESG credentials, owing to being the highest carbon fossil fuel, and 2-3x higher CO2 intensity per MWH of useful energy than natural gas. However,…
Japan: nuclear re-start tracker?
…gas 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 back upwards by…
Marcellus shale: well by well production database?
Marcellus well productivity data. This large data-file tracks productivity, well-by-well, across c11,000 wells in the Pennsylvania Marcellus, month-by-month, from 2015-2021. $499.00 – Purchase Checkout Added to cart For each operator, we have…
Energy development times: first consideration to full production?
…oil and gas projects, 9-years for new LNG plants and 13-years for new nuclear plants. There is a spread within each category. As a rough split, these timings break down…