Scope 4 emissions: avoided CO2 has value?
Scope 4 CO2 reflects the CO2 avoided by an activity. This 11-page note argues the metric warrants more attention. It yields an ‘all of the above’ approach to energy transition,…
X Energy: nuclear fuel breakthrough?
…gas-cooled reactor (HTGR), commercializing 80MWe of electricity from c200MWth of heat. $449.00 – Purchase Checkout Added to cart Progress and economics. A $2.4bn advanced demonstration project is being progressed in Washington State,…
Solar volatility: tell me lies, tell me sweet little lies?
…the energy transition. But how can industrial processes truly be ‘powered by solar’? Buffering the volatility creates opportunities for gas and nuclear back-ups, inter-connectors, supercapacitors, smart energy and power electronics?…
Energy policy: unleashing new technologies?
…in today’s money, using models of coal gasification and gas-to-liquids. Ultimate costs of synfuels — in $/bbl and c/kWh-th — are derived on page 6. Efficiency is a challenge. We…
Silver and gold: the economics?
…production, looking across over a dozen different input parameters, such as capex, opex, electricity prices, gas prices, diesel prices, zinc prices, sodium cyanide prices, other reagent prices and tax take….
How do commodities perform during recessions?
…in recessions? Commodities assessed in the data-file include oil, natural gas, coal, corn, iron ore (precursor to steel), aluminium, copper, zinc, nickel, platinum, silver and gold. Recessions assessed in the…
Global energy demand: by region and through 2050?
…see nuclear re-accelerating and growing more than 2.5x. The remaining c65% will need to be sourced from somewhere, and we think the best candidate is low-carbon natural gas, combined with…
Electrification: the rings of power?
…gas and CHPs, which will provide most of the remaining shares of an increasingly large grid). 1,100 companies have crossed our screens since starting Thunder Said Energy, including dozens in…
Nature based solutions: CO2 removals in 2022?
…a natural eco-system, such as a forest. This directly offsets the impact of unavoidable emissions (e.g., 85Mbpd of oil, 300TCF pa of gas, in 2050, per our energy market models)….
Global energy: ten themes for 2023?
…Another energy super-cycle is on the horizon (page 10), especially for low-carbon natural gas (page 11). But for investors, timing considerations are very important (page 12). Three bright spots will…