the research consultancy for energy technologies
…crises) and culminate in cruel energy shortages (page 16). Our favorite opportunities to drive energy efficiency through the global energy system — reducing both primary demand and useful demand —…
…efficient (note here), although we also wonder whether the improved convenience would also result in more demand for long-distance road travel… (9) Changing demand patterns? Autos are c95% of <500-mile…
…double by 2030, including due to AI (e.g., ChatGPT), adding 1% upside to global energy demand and 2.5% to global electricity demand. This 14-page note aims to break down the…
…note into this topic, and our global energy supply demand models are copied below. https://thundersaidenergy.com/2023/04/05/energy-macro-our-top-ten-charts/ https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ In an unexpected way, these industry trends might seem to be very supportive for…
…by 5-15% in increasingly renewables-heavy grids. This 14-page note ranges over 10,000 demand shifting opportunities, to identify five industries and fifteen mid-large cap companies that can benefit most. $899.00 – Purchase Checkout…
…costs. When global electricity demand is growing, then as a general rule, new sources of electricity generation will be constructed in order to meet this increasing demand. The relevant comparison…
…cost terms, it is very difficult to compete with these vehicles’ incredible efficiency. What is unclear is whether such delivery vehicles destroy old demand, or create new demand, per “Jevons…
…relative strain on grid infrastructure. Pages 7-8 show how e-scooters displace oil demand, outlining our projections for 2Mbpd of demand destruction globally by 2030. This oil demand is not “replaced”…
…reduction in end-demand. Peakload demand fell by 4%. However, socially “vulnerable” consumers suffered disproportionately, only achieving a 2% decrease in peakload demand. Hence, while monthly power prices rose by 18%…
…the data-file. The median average commodity sees its demand treble in the energy transition. The mean average commodity sees its demand rise 1.5x. Top quartile commodities see growth of 5-30x,…