the research consultancy for energy technologies
…closed a $290M Series E financing in 2022. Mainspring is commercializing a linear generator, which is low-cost, reliable, flexible and can use any clean fuel (e.g., natural gas, biogas, hydrogen,…
…liquids, hydrogen trucks and e-fuels. What drives global oil demand? Of the fifteen themes, we reach the conclusion that only three themes can really move oil markets by +/- 5Mbpd…
…be improved before integrating biogas or blending hydrogen, or for ensuring that similar issues do not lessen trust in CCS value chains. In the US, the variation between gas inputs…
…global LNG, key export markets, materials demand, reshoring, blue hydrogen, blue ammonia, blue steel, blue chemicals and CCS. It is all connected. Our definition of US gas markets – what…
…of plastics, 1.8 tons of ammonia, 1 ton of hydrogen, 0.7 tons of aluminium, 0.3 tons of copper. These inputs are crucial to the global economy, which in turn drives…
…challenges of separation processes such as refining, chemicals, LNG, hydrogen, biogas, desalination and CCS are summarized on pages 2-5. Separation is inherently an energy-consuming process, to overcome the Entropy of…
…entering the plant, with 20kg/boe of Scope 1&2 CO2 intensity. The energy economics are broken down in the ‘thermodynamics’ tab, using a simple model (chart below). But how is this…
…forms of energy demand. This is our rationale for establishing a new research consultancy, Thunder Said Energy, at the nexus of energy-technology and energy-economics. This 8-page report outlines the ‘four…
…This is after a >20% IRR on the rig’s upgrade costs. The economics make sense. However, converting the entire Permian rig count to run on gas would only absorb c100mmcfd:…
…our 300 technical papers should improve future economics. 60% were highly digital, and thus tended to be more impactful. Advanced analytics are still in an early innings. The Permian stood…