Energy intensity of AI: chomping at the bit?
…and even regulated gas pipelines, as recapped on pages 2-3. These numbers are so material that they deserve some deeper consideration. Hence this 17-page note is an overview of AI…
…and even regulated gas pipelines, as recapped on pages 2-3. These numbers are so material that they deserve some deeper consideration. Hence this 17-page note is an overview of AI…
…and we do wonder whether value inevitably trickles back to infrastructure owners and operators, in power grids and especially in gas pipelines. The key drawback to the data that are…
…model has power rising from c40% to c50% of the US gas market by 2030, compensated by lower use in residential heat. https://thundersaidenergy.com/downloads/us-co2-and-methane-intensity-by-basin https://thundersaidenergy.com/downloads/gas-gathering-how-much-co2-and-methane https://thundersaidenergy.com/downloads/gas-pipelines-how-much-energy-co2-and-methane-leaks https://thundersaidenergy.com/downloads/gas-industry-co2-per-barrel https://thundersaidenergy.com/downloads/methane-leaks-from-downstream-gas-distribution https://thundersaidenergy.com/downloads/methane-slip-how-much-gas-evades-combustion https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can https://thundersaidenergy.com/downloads/decarbonization-of-the-united-states-with-a-co2-price…
…three ‘curses’ at small scale, which dramatically inflate the costs. We quantify the three curses’ impacts. They are diffuse CO2 concentrations (pages 6-8), high fixed costs for pipelines and disposal…
…must be fabricated, installed and maintained. After weighing up the additional complexity of circulating anti-corrosive fluids through the cladding of flexible pipelines, we grow more positive on the relative simplicity…
…used in their topsides, jackets, hulls, wells, SURF and pipelines. Included are the world’s largest FPSOs, platforms and floating structures; as well as new resources in shale, deepwater-GoM, Guyana, pre-salt…
…12,000 workers at peak, while constructing Heathrow Terminal 5 used 8,000 workers at peak. Similar numbers can be calcualted for LNG projects, large-scale wind, solar, pipelines, CCS and mining projects….
…pipelines and chemical hydrogen carriers (e.g., ammonia). Midstream costs will be 2-10x higher than comparable gas value chains, while up to 50% of hydrogen’s embedded energy may be lost in…
…energy penalties exceed 75% and CO2 abatement cost is $2,000/ton? $449.00 – Purchase Checkout Added to cart Synthetic natural gas could be a green hydrogen carrier in the vicinity of gas pipelines…
…$449.00 – Purchase Checkout Added to cart Shortfalls in the European gas market are discussed on page 2. A 20% improvement in home insulation could free up the equivalent of all pipelines…