Gas power generation across five-minute intervals?
…gas turbine ran at 26% utilization, which is lower than the base case in our gas generation economic model. However the average turbine also ran 90% of its nameplate capacity…
Cemvita Factory: microbial breakthroughs?
…the model. We were not entirely able to de-risk Cemvita’s aspirations for sub-$1/kg gold hydrogen, based on our Cemvita Factory technology review, which evaluated the disclosures in its patents. There…
Oil demand: making millions?
…2023. Yet the lowest-cost and most practical roadmap to net zero would see oil use plateau around 105Mbpd in the mid-2020s, then decline to 85Mbpd by 2050. https://thundersaidenergy.com/downloads/long-run-oil-demand-model/ There is…
Electricity demand for electric vehicles?
…on studies and self-reported data tabulated in a tab of this model (chart below). Note real world energy consumption can be 20-60% higher than stated by manufacturers or on test-cycles,…
Eastman: molecular recycling technology?
…ten years of polymer pricing history and on our broader model of mechanical plastic recycling. What economics for polyester methanolysis? IRRs, margins and total EBITDA for Eastman’s molecular recycling technology,…
Global heat pump sales by country?
…on data from the European Heat Pump Association. Projections for European heat pumps are found in our European natural gas model. US residential and commercial HVAC system deployments are available…
Solar plus batteries: the case for co-deployment?
…on page 2. The most common is at a grid node, for load shifting and power price arbitrage, in ever-steeper duck curves. But interestingly, we have seen a different model…
Lithium ion battery volumes by chemistry and use?
…in our global power grid capex model. In turn, these forecasts impact the demand for battery materials such as lithium, graphite, nickel, cobalt and fluorinated polymers. Cathode chemistry has shifted…
Semiconductors: outlook in energy transition?
…commercializing next-gen semiconductors have also been screened in our research, including wide-bandgap semiconductors such as 1-10% more efficient Silicon Carbide (SiC) (economic model here) and MOSFET manufacturers, LED lighting companies,…
Decarbonize shipping: alternative fuel costs?
…kg/gal CO2 intensity. This data-file appraises the costs of alternative shipping fuels, drawing on models from our prior work into methanol, lower-carbon ammonia, renewable-diesel, green hydrogen, and electrofuels. In each…