…our outlook in 2021, in a simple 1-2 page format: looking across renewables, nuclear, gas shortages, inflationary feedback loops, more efficiency gains, carbon capture and storage and nature-based carbon removals….
Is the nascent market for nature based carbon offsets working? We appraised five projects in 2022, and contributed $7,700 to capture 440 tons of CO2, which is 20x our own…
Can you transport CO2 in LNG carriers? This 14-page report explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat…
This model captures the costs of liquefied CO2 carriers, i.e., a large-scale marine vessel, carrying CO2 at -50ºC temperature and 6-10 bar of pressure, as part of a CCS value…
…monetizing gas that is more than 20km from any existing infrastructure (page 8) and the other half of the challenge is in capturing small and hard-to-capture gas streams (page 9)….
…US CCS could achieve (note below). https://thundersaidenergy.com/2021/10/21/carbon-capture-how-big-is-the-opportunity/ High cost decarbonization opportunities that cost around $150-350/ton could find a limited market of around 60MTpa (1% of total US decarbonization) if the…
…1966. Today, tens of thousands of PSA plants purify hydrogen, biogas, polymers, nitrogen/oxygen and possibly in the future, can capture CO2? This 16-page note explores the technology, costs, challenges, companies….
…to capture more energy across the spectrum of incoming light. The higher bandgap semiconductor is amorphous Si:H. But it has low conductivity. And thus, for current to reach the electrical…
…corrosive chemicals that can require double tanks, stainless steel or specialized tank linings. Maybe $1,000/ton is fair here. Costs are also typically 3-5x higher for storing cryogenic liquids, which can…
…battery cycle lives to capture the full range of driving behaviours (chart below). These numbers all assume that vehicle operators respect recommendations not to charge a battery beyond 80% of…