Domestic travel miles: by purpose, vehicles and demographics
Global oil demand is going through an unprecedented disruption. In the short-term, this is due to COVID-19. In the long-term, it is due to the rise of the internet and…
Nature based solutions to climate change: a summary
…c90Mbpd of long-term oil demand (still equivalent to 1,000 barrels per second) and 400TCF of natural gas (3x growth on 2019 levels) in a fully decarbonized energy system. https://thundersaidenergy.com/downloads/the-2050-energy-mix-a-simple-model/ https://thundersaidenergy.com/2020/05/24/on-the-road-long-run-oil-demand-after-covid-19/…
Desalination by reverse osmosis: the economics?
…The UN expects this could rise to as much as 14% by 2025-30. So desalination will absorb a rising share of global energy demand and global electricity demand. Reverse osmosis…
Manufacturing on renewables: utilization rates by industry?
…One reason is that renewables operate at low utilization rates (around 15-45% of installed capacity) and are volatile, while industrial demand requires higher utilization rates. This data-file tabulates the utilization…
The laws of thermodynamics: what role in the energy transition?
…more conversion steps and processes will amplify efficiency losses. This is why it takes 160,000TWH of energy supplies to meet 70,000TWH of useful energy demand each year globally, per our…
Neodymium market: our top ten facts?
…demand for permanent magnets in EV power-trains increasing at 17.5% per annum from 2021 to 2030. Total demand for these materials could thus rise 3-10x by 2050, among the fastest…
Falling towers: how will energy shortages play out?
If global energy supplies run short, then someone has to curtail demand. Europe is in the firing line, with 7% of the world’s people, using 17% of its energy, of…
Nickel solutions: unblocking a battery bottleneck?
…cart An overview of global nickel demand is set out on pages 2-4. We see stainless demand growing with GDP and EV battery demand rising c30x through 2050. An overview…
Battle of the batteries: EVs vs grid storage?
…remainder, we would prefer other solutions such as demand-shifting and long-distance transmission networks. https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/2021/02/25/shifting-demand-can-renewables-reach-50-of-grids/ https://thundersaidenergy.com/2022/05/05/power-transmission-raising-electrical-potential/ Thus, as a base case, we think a 16kW battery (about the same size…
Gas diffusion: how will record prices resolve?
…demand in Europe, then re-locating it in gas-rich countries can achieve 20-40% IRRs, lower net CO2 and lower risk? Both solutions should step up. What implications? $499.00 – Purchase Checkout Added to…