Net zero Oil Majors: worth the cost?
…granular examples in our recent research note below. We estimate that the first c10% of CO2 reductions unlock net economic benefits prior to a CO2 price, with average capex costs…
Global patent filings: by region, by industry, over time?
…rising commodity demand, digitalization and electrification. However, 79% of all patents globally are now filed in China, while the US is also very strong, albeit not yet back to new…
Our Top Ten Research Notes of 2020
…which could make them uncompetitive. https://thundersaidenergy.com/2020/10/08/planting-a-seed-will-new-forests-disrupt-new-energies/ (2) Restoring soil carbon is equally powerful, and surprisingly fascinating. Agricultural soil has lost three-quarters of its carbon since pre-industrial times. Restoring it could…
LNG in the energy transition: rewriting history?
…modularization technologies, drone technologies to de-risk construction and the use of additive manufacturing for hard-to-manufacture components. Beneficiaries among new LNG projects are described on pages 17-18, profiling examples and opportunities….
Forest fires: what climate conclusions?
…favorable. Forest conservation: the advantages? I took the photo below on New Years Day from the top of a mountain in Vermont, looking East over the forest, which stretches all…
Video: how to risk early stage technologies?
…key risks for new technologies, and our new methodology, which draws on two years of patent learnings. https://vimeo.com/545471688 Our approach is to read the main patent filings from early-stage technology…
Power functions: how would gas shortages change the cost curve?
…renewable assets, their underlying components, and power-electronics companies (some examples are profiled below). However, it is not necessarily great news for consumers, fore-suffering higher energy prices. https://thundersaidenergy.com/downloads/variable-frequency-drives-leading-companies/ https://thundersaidenergy.com/downloads/solar-inverters-products-costs-and-companies/ https://thundersaidenergy.com/downloads/shoals-solar-electronic-breakthrough/ https://thundersaidenergy.com/downloads/siemens-gamesa-giant-wind-turbine-breakthroughs/…
Is the world investing enough in energy?
…each $1 dis-invested from fossil fuels must be replaced with $25 in renewables, to add the same new energy supplies. Future energy capex requirements are staggering. These are the conclusion…
Global energy: supply-demand model?
…doubles from c220GW of new adds in 2022 to 500GW by 2030, while wind rises from c100GW of new adds in 2022 to 150GW by 2030. Other variables in the…
Global gas: five predictions through 2030?
Modelling Europe’s gas balances currently feels like grasping at straws. Yet this 10-page note makes five predictions through 2030. Thus our new European gas outlook revises our views on how…