Flaring reduction: fire extinguishers?
…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)….
Market sizing: what if CO2 abatement costs are distributed like US income?
…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…
Industrial gas separation: swing producers?
…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….
HJT solar: Indium summer?
…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…
Storage tank costs: storing oil, energy, water and chemicals?
…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…
Electric vehicle: battery life?
…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…
CCS: what CO2 purity for transport and disposal?
…to freeze out and plug the system. So this requires the highest purity of CCS value chains and dedicated dehydration. https://thundersaidenergy.com/2021/10/07/carbon-capture-on-ships-raising-a-sail CO2 purity for CCS will generally need to be…
Power grids: the biggest bottleneck in the world?
…gensets are on pages 17-18. https://thundersaidenergy.com/2024/02/08/global-solar-absorption-spectrum/ https://thundersaidenergy.com/2023/07/20/smooth-operators-who-benefits-from-volatile-power-grids/ Some topics in our research have tended to seem so large and far-reaching that we have struggled to capture all of the implications…
Sugar to ethanol: the economics?
This data-file captures the production cost of ethanol from sugar, as a biofuel. A 10% IRR requires $1-4/gallon ethanol, equivalent to $0.25-1/liter, or $60-250/boe, depending on input sugar prices. Net…
Leading PGM producers: mining, refining and recycling?
…over PGMs is lifting? $449.00 – Purchase Checkout Added to cart This data-file is a screen of leading PGM producers, across mining, refining and recycling activities. We capture a dozen companies, whether…