Search results for: “climate model”
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Electric vehicle charging: the economics?
This data-file models the economics of electric vehicle chargers, by disaggregating the costs of different charger types. Economics are most favorable where they lead to incremental retail purchases and for faster chargers. Economics are least favorable around apartments, charging at work and for slower charging speeds.
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Cross laminated timber: costs and economics?
Cross laminated timber costs $1,200/ton, or $500/m3 pa, in order to derive 10-20% IRRs at a production facility costing $2,000/Tpa in capex. Cost lines include input costs of timber, polyurethane resins, labor, electricity, O&M, and capital costs. This data file is our economic model for mass timber production.
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Vertical greenhouses: the economics?
This data-file models the economics of vertical greenhouses, for growing greens, fruits and vegetables close to the consumer, in large multi-story facilities, lit by LED lighting. Our base case yields 10% IRRs off $1.25k/m2 capex and 50kg/m2/year yields. CO2 intensity depends heavily upon the CO2 intensity of the underlying grid.
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Wind and solar capacity additions?
Global wind and solar capacity additions reached 600GW pa (AC-basis) in 2024, which is 2x higher than in 2021 and 10x higher than in 2011. The pace of gross wind and solar capacity additions can rise by a further 5x by 2050, bringing wind and solar to 60% of a greatly expanded global power grid…
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Uranium mining: the economics?
This data-file disaggregates the marginal costs of a new uranium mine, as a simple function of uranium prices, ore grade, capex and opex. Our base case is a marginal cost of $60/lb for a 10% IRR. Cash costs range from $7-40/lb. But lower ore grades can easily require $90/lb uranium to justify investment.
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Biomass to biochar: the economics?
Biochar is a carbon negative material, according to our accounting, locking as much as 0.5kg of CO2 into soils per kg of dry biomass inputs. It can also be highly economical, with a base case IRR of 25%. Our full model allows you to stress-test input assumptions.
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Water injection at oil fields: the economics?
This model captures the economics of a conventional waterflood project, in order to maintain reservoir pressure at maturing oilfields. Our base case calculations suggest 30% IRRs at $40/bbl oil, on a project costing $2.5/boe in capex and $1/bbl of incremental opex costs.
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Hydroprocessing: the economics?
This model requires a $7.5/bbl upgrade spread to earn a 10% IRR across a new hydrocracking or hydrotreating unit. CO2 emissions are around 25kg/bbl. Green hydrogen could be used for decarbonization, but it would require 3x higher upgrading spreads to remain economical.
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Energy economics: an overview?
This data-file provides an overview of energy economics, across 175 different economic models constructed by Thunder Said Energy, in order to put numbers in context. This helps to compare marginal costs, capex costs, energy intensity, interest rate sensitivity, and other key parameters that matter in the energy transition.
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Copper: global demand forecasts?
This data-file estimates global copper demand as part of the energy transition, rising from 28MTpa in 2022 to 70MTpa in our base case scenario. The largest contributor is the electrification of transport. You can stress test half-a-dozen key input variables in the model.
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