Fluorinated polymers: flying under the radar?
…is used everywhere! The complicated part is converting methane, chlorine gas and hydrofluoric acid into useful fluorinated polymers. This is one of the most complex value chains we have evaluated…
…is used everywhere! The complicated part is converting methane, chlorine gas and hydrofluoric acid into useful fluorinated polymers. This is one of the most complex value chains we have evaluated…
…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…
…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…
…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)….
…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…
…expand and modernize future fleets. Please download the data-file for an overview of the LNG shipping companies and the fleets of gas carriers. Further details can be found in our…