China coal production costs?
…increasing at $1.3/ton/year, as mines move deeper and into smaller seams. Smaller regional miners have 1.5-2x higher costs again, and will hit LNG price parity around 2030? $499.00 – Purchase Checkout Added…
Material and manufacturing costs by region: China vs US vs Europe?
…for wind turbine blades. https://thundersaidenergy.com/2024/09/26/lfp-batteries-cathode-glow/ Deteriorating trade relations with China would be highly inflationary for Western renewables and electrification initiatives, and thus strangely bullish for other energy sources (eg LNG)….
Load bearing: will solar+gas be cheaper than gas alone?
…on the system, which can have different load requirements and ability to load shift, ranging from from loads at, say, data centers to e-LNG plants. The LCOEs for energizing a…
Why the Thunder Said?
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…
Should a shale rig switch to gas-fuel?
Should a shale rig switch to gas-fuel? We estimate that a dual-fuel shale rig, running on in-basin natural gas would save $2,300/day (or c$30k/well), compared to a typical diesel rig….
Fast-charge the electric vehicles with gas?
When electric vehicles are widespread, how will we fuel them? Our model shows the economics can be compelling for powering fast-chargers using gas turbines. $289.00 – Purchase Checkout Added to cart The…
MCFCs: what if carbon capture generated electricity?
Molten carbonate fuel cells (MCFCs) could be a game-changer for CCS and fossil fuels. They are electrochemical reactors with the unique capability to capture CO2 from the exhaust pipes of…
Ten Themes for Energy in the 2020s
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to…
Scope 4 emissions: avoided CO2 has value?
Scope 4 CO2 emissions reflect the CO2 avoided by an activity. This 11-page note argues the metric warrants more attention. It yields an ‘all of the above’ approach to energy…