…filings, we are looking for examples of Energy Majors developing superior technologies for traditional, offshore wind. Today’s note highlights an example… [restrict] Equinor has patented a new wind monitoring methodology…
…at 400-600ºC, hence efficiency is limited to 35-45%, for example to maximize flexibility. However, in a combined-cycle gas turbine, the hot exhaust gases are used to generate high-pressure steam and…
…tonnage. Each new acre devoted to forests should sequester around 5T of CO2 per annum. In other words, increasing the global land area that is covered by forests would increase…
…CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine (State of)PanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and…
…been that new technologies take longer to reach maturity than might intuitively be expected (note here) and in our view, markets often over-value new technologies and under-value incumbents (note here)….
…and may even stifle progress. New technologies would emerge with a CO2 price, as energy transition broadens across every sector. Examples are presented on pages 5-8. CO2 prices accelerate the…
Joe Biden’s presidency will prioritize energy transition among its top four focus areas. Below we present our top ten pieces of research that gain increasing importance as the new landscape…
…nature, including the Amazon. Ultimately, we have argued that restoring nature may the most practical route to achieving climate objectives, while ‘bursting the bubble’ of other transition technologies. https://thundersaidenergy.com/2020/10/08/planting-a-seed-will-new-forests-disrupt-new-energies/ https://thundersaidenergy.com/2020/10/29/energy-transition-is-it-becoming-a-bubble/…
…an increasing risk of blowing ‘investment bubbles’ (pages 2-4) (2) Renewables’ grid volatility is also reaching new levels, creating a new opportunity to absorb excess power supplies (pages 5-7) (3)…
…factors. We give examples of each sign on pages 6-10. For each sign, we explore a reassuring example from the patent literature, and a less reassuring example from the Theranos…