the research consultancy for energy technologies
…have built to-date, across our energy transition research. Specifically, we know the market share of different companies based on these screens. A useful rule of thumb across the data-set is…
…production is dominated by emerging market firms. Global tin production has largely come from China, Indonesia, Peru Two listed European companies with exposure to tin are also noted in the…
…topic that matters for the energy transition: How does it work? What does it cost? What supply-demand outlook? What are the key technology challenges? And who are the leading companies?…
…back-up tabs of the model. However, one-third of the companies in our thermal energy storage company screen are pursuing molten salt systems, hence our thermal energy storage model focuses on…
…page 18. And for industrial incumbents in heat exchangers and insulation materials. A fast-evolving landscape of thermal storage companies shows a wide variety of solutions are now being explored (pages…
…publications. Examples below. https://thundersaidenergy.com/2023/12/07/decarbonizing-global-energy-the-route-to-net-zero-4/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/downloads/energy-transition-companies-a-long-list/ The second self-reflection is a distinction, between predictions and normative aspirations. Honestly, I think one of the reasons I did not push harder on…
…for energy transition decision-makers is on page 13. And a snapshot of heavily-discussed companies follows on page 14. Our new year’s resolutions, as articulated in the video here, are to…
…+/- 3-5% each year, while wind and solar will ramp from 5.5% to 30% of all global energy. Rising volatility can be a kingmaker for midstream companies? What other implications?…
…we wonder whether this buffering role will continue in the future, especially as US shale growth slows? Ultimately, volatility benefits those with flexibility: from upstream producers, to midstream companies, to…
…most important and actionable research we have published over the past five years. In case you missed it, the three most important research notes are copied below. https://thundersaidenergy.com/2023/12/07/decarbonizing-global-energy-the-route-to-net-zero-4/ https://thundersaidenergy.com/2023/12/13/energy-transition-companies-a-new-approach/ https://thundersaidenergy.com/2023/11/30/peak-commodities-everything-everywhere-all-at-once/…