the research consultancy for energy technologies
…high-frequency applications, to maximize power quality, downstream of renewables. But we were surprised to find that there is almost no net climate benefit from turning off gas peakers in favor…
…model a typical Oil Major with 1Mboed of upstream production, 1Mbpd of refining and marketing, a gas marketing business and 5MTpa of annual chemicals production. We estimate this Oil Major…
…for climate-conscious energy companies to uplift their NAVs by 15-25%, generating and commercialising carbon offsets. The natural point of sale is together with the purchase of the fuel. (schematic below)….
…and cools the planet. (4). Environmental question marks? Forests clearly sequester CO2, but the precise climate science is surprisingly complex. Leaves absorb more sunlight than other types of land cover,…
…three triggers to burst the bubble. We continue to prefer non-obvious opportunities in the transition and companies with leading technologies. $599.00 – Purchase Checkout Added to cart (1) Climate policies are at…
The purpose of this data-file is to estimate the ‘reforestation potential’ by country, across 170 countries globally, based on their climate, total area available, risk levels and economic costs. $499.00 – Purchase…
…conclusions. We have scrubbed the data and updated our European gas and power model (below). https://thundersaidenergy.com/downloads/european-natural-gas-demand-model/ European gas demand (EU27 basis) fell from 414 bcm in 2021 to 363 bcm…
…out in the data-file. Other inputs include our modelling of wind and solar capacity additions, a long-term oil demand model, gas market models, coal supply forecasts and an increasingly favorable…
…Our model also includes a huge shift from coal to gas. Gas demand falls 10% from 90bcfd in 2022 to 80bcfd in 2050 (global gas model here). Switching coal to…
…model, it could be the vast ramp-up of renewable energy that eventually helps to phase out conventional energy. But our current models below do not suggest that renewables can reach…