the research consultancy for energy technologies
…The goal of our China energy model is to track China’s historical energy demand and CO2 emissions, and stress-test different scenarios for China’s future energy demand and CO2 emissions. How…
…the stock example of global energy shortages. But the 14th century was truly medieval. https://thundersaidenergy.com/2022/02/24/energy-shortages-priced-out-of-the-world/ https://thundersaidenergy.com/2022/03/10/energy-transition-the-world-turned-upside-down/ Sources: Crouzet, F. (2001). A History of the European Economy. 1000-2000. University Press of…
…of their nation, around the notion that future demand will decline (page 11). Counterfactuals. The internet not only consumes energy. It also displaces energy. Especially oil product energy, which is…
…digital energy consumption (pages 2-3). This will create upside for global energy demand in the short-term. But 80-90% of primary energy is also wasted in today’s global energy system. And…
…in the world’s quest for cleaner energy. Electric Vehicles are most favoured, while grid-scale hydrogen is questioned. [restrict] As renewable energy ramps up into the global energy mix (chart below,…
…2022-25 (notes below). This is going to create an explosive competition for scarce resources. The entire contracting strategies of resource-consuming companies could change as a consequence… https://thundersaidenergy.com/2022/04/14/energy-security-the-return-of-long-term-contracts/ https://thundersaidenergy.com/2022/04/21/direct-lithium-extraction-ten-grains-of-salt/ https://thundersaidenergy.com/2022/04/07/graphite-upgrade-to-premium/ https://thundersaidenergy.com/2022/03/24/nickel-solutions-unblocking-a-battery-bottleneck/…
Which stocks are most considered to be energy transition stocks? In this data-file we have aggregated the holdings of ten well-known energy transition ETFs and clean tech ETFs, in early…
…details in our recent note, ‘What the Thunder Said’. For all our ‘Top Technologies’ in energy, please see here. Download (free) References IEA (2019). World Energy Investment. International Energy Agency….
Energy efficiency denotes the useful energy that can be consumed divided by the input energy, most often thermal input energy, that must be supplied. Hence this data-file looks across all…
…entire exhaust stream towards the middle of this range can use up 65-90% of the useful energy released by combusting the fuel. The best option to lower the energy penalties…