Search results for: “climate model”
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Cool customers: AI data-centers and industrial HVAC?
Chips must usually be kept below 27ºC, hence 10-20% of both the capex and energy consumption of a typical data-center is cooling, as explored in this 14-page report. How much does climate matter? What changes lie ahead? And which companies sell into this soon-to-double market for cooling equipment?
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Ten Themes for Energy in 2025?
This 11-page report sets out our top ten predictions for 2025, across energy, industrials and climate. Sentiment is shifting. New narratives are emerging for what energy transition is. 2025-30 energy markets look well supplied. The value is in regional arbitrage, volatility, grids, AI and solar.
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European energy: the burial of the dead?
Europe’s energy ambitions are now intractable: It is just not feasible to satisfy former climate goals, new geopolitical realities, and also power future AI data centers. Hence this 18-page report evaluates Europe’s energy options; predicts how policies are going to change; and re-forecasts Europe’s gas and power balances, both to 2030 and to 2050.
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Carbon markets: by category over time?
This data-file quantifies global carbon markets by category over time, including the EU ETS as an example of a compliance market, RECs, CCS and VERRA-certified “carbon credits”, across categories such as REDD, reforestation and other “carbon offsets”. We also draw analogies with charitable giving and forecast carbon markets out to 2050.
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Peak power demand by region (and case studies)
This data-file tracks the timing and magnitude of peak power demand, across different grids in the North Hemisphere, with case studies. This matters for grid-planning, gas peakers and batteries. In the US, peak demand is typically driven by high AC loads in summer heatwaves. In Europe’s milder climate, only c10% of homes have AC, and…
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Peak loads: can batteries displace gas peakers?
Peak loads in power grids are caused by heatwaves (in the US) and cold snaps (in Europe), which last 2-14 days. This 16-page report finds that very large batteries would be needed to ride through these episodes, costing 2-20x more than gas peakers. But the outlook differs interestingly between the US vs Europe.
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Energy transition: a new era? (driven by AI)
Energy transition remains among the most important and exciting topics in the world. But it is now less driven by Net Zero ambitions, and more so by digital and AI technologies. These offer world-changing possibilities; re-accelerating GDP, returns on capital, and commodities. This 13-page report captures our latest outlook on energy transition, and the opportunities…
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End game: options to cure energy shortages?
This note considers five options to cure emerging gas and power shortages. Unfortunately, the options are mostly absurd. They point to inflation, industrial leakage and slipping global climate goals. But also opportunities in LNG, nuclear and efficiency technologies.
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Energy Transition Technologies?
This data-file “scores” the top technologies to transform the global energy industry and the world, as assessed by Thunder Said Energy. Each one is scored based on technical readiness, economic impact and the level of work we have conducted.
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Biomass accumulation: CO2 fixed by trees and energy crops?
Different plant species fix 3-30 tons of CO2 per acre per year, as they accumulate biomass at 2-40 tons per hectare per year. The numbers matter for biofuels and for nature-based solutions. Hence this data-file compiles technical data into CO2 and biomass accumulation by plant species and by tree species, in different regions globally.
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