CO2 prices: re-thinking the costs?
…model is that many of the technologies that need to be incentivized have a much higher incentive price than $100/ton. As an illustration, some of the direct subsidies currently offered…
Lithium: reactive?
…the direct cost of decarbonization, which is quantified on pages 9-10, including carbon prices, energy costs and materials costs. The second and larger re-inflation risk is the need to move…
Carbon stocks: measuring the forest from the trees?
…is recapped on page 2. But how can we measure the carbon stocks in reforestation projects fairly? Today’s methodologies are explored on pages 3-6, covering direct estimates, allometry equations and…
HVDC power transmission: the economics?
HVDC costs? This model captures the economics of transporting electricity (especially from renewable sources, such as wind and solar), over vast distances, using high voltage direct current power cables (HVDCs)….
Neodymium market: our top ten facts?
…MW of capacity (some direct-drive generator designs use 600kg/MW). These have been crucial themes in our recent research, as cost-inflation and bottlenecks need to be avoided (see below). https://thundersaidenergy.com/2021/11/11/electric-motors-state-of-flux/ https://thundersaidenergy.com/2021/07/29/offshore-wind-will-costs-follow-moores-law/…
Steel production: costs and energy economics?
This data-file captures steel production costs and CO2 intensities in an integrated blast furnace and basic oxygen furnace steelworks, as underpins 70% of today’s 2GTpa global steel output. Our base…
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%…
Green steel: circular reference?
…full-scale switch to green hydrogen in a Direct Reduced Iron + Electric Arc Furnace plant configuration. We would see costs doubling, but c85-90% of the CO2 can be removed (page…
Companies buying nature-based carbon offsets?
…projects, 2.5x more prevalent than forest conservation. 70% are undertaken indirectly through partners, versus 30% undertaken directly. 95% of indirect projects have sought third-party verification, while 60% of direct projects…
Residential solar plus batteries: granular data from Australia?
…by 5-minute power flows, over the space of a week in summer, from which we have imputed solar generation, direct consumption, battery inputs, grid exports, later battery drawdown, final power…