Energy transition: losing faith?
What if achieving Net Zero by 2050 and/or reaching 1.5ºC climate targets now has a <3% chance of success, for reasons that cause decision-makers to backtrack, and instead focus on…
Energy market volatility: climate change?
This 14-page note predicts a staggering increase in global energy market volatility, which doubles by 2050, while extreme events that sway energy balances by +/- 2% will become 250x more…
Energy Technologies and Energy Transition
…the burn them? (May-2020, 12-pages) Green deserts: a final frontier for forest carbon? (July-2020, 18-pages) https://thundersaidenergy.com/2020/06/10/nature-based-solutions-to-climate-change-a-summary/ Oil and Gas Markets Oil and gas remain crucial in our decarbonized energy models….
Bio-engineer plants to absorb more CO2?
…3GTpa. For contrast, total anthropogenic carbon emissions are 12GTpa. It follows that small changes in the natural carbon cycle could materially shift carbon balances, per our climate model below. https://thundersaidenergy.com/downloads/net-zero-an-energy-climate-model-for-2-degrees/…
The Most Powerful Force in the Universe?
…over 30-years it is vast. By down-shifting from high-return assets to low-return assets, the costs of mitigating climate change end up falling upon the shoulders of institutional investors: endowments, foundations,…
Paulownia tomentosa: the miracle tree?
The ‘Empress Tree’ has been highlighted as a miracle solution to climate change, with potential to absorb 10x more CO2 than other tree species; while its strong, light-weight timber is…
Mass extinctions: insights into systemic risk?
…(for perspective, Coronavirus has wiped out about 0.05-0.1% of humanity). In almost all cases in our data-file, they are caused by exogenous shocks, which also change the global climate, either…
Sustainable forestry: a new listed entity?
…Afforestation. “The Company will seek to make a direct contribution in the fight against climate change through forestry and Afforestation carbon sequestration initiatives.” Afforestation assets may comprise up to 50%…
Albedo of different landscapes: a challenge for reforestation?
…from new forests and other nature-based solutions to climate change. These solutions need to prove they are real, incremental, measurable, long-lasting and have other social and ecological benefits, to score…
CO2 intensity of wood: context by context?
…13-page note. It highlights climate negatives for deforestation, climate positives for using waste wood and wood materials (with some debate around paper), and very strong climate positives for natural gas….