Small-scale CCS: transport liquid CO2?
…already used to liquefy almost 1GTpa of industrial gases globally. The economics of CO2 liquefaction and transportation are laid out on pages 9-12. We have modeled a separate liquefaction plant,…
Glass fiber: what upside in the energy transition?
…including for wind turbine blades, insulation of homes, light-weighting vehicles and substituting for higher-cost and higher-carbon alternative materials. This underpins our forecast for 3.75x market growth. The energy economics of…
US LNG: new perceptions?
…industry with the capability to supply 200MTpa of incremental gas to Europe (26bcfd), flexibly, for a competitive price point of $7.5/mcf, ramping up in the late-2020s. We outline the economics…
Sitka spruce: our top ten facts?
…(including land purchase costs) from $40/ton CO2 pricing to around $25-30/ton CO2 pricing, while also lowering land requirements, which also matters for CO2 removals (notes and models below). https://thundersaidenergy.com/downloads/forests-to-offset-co2-the-economics/ https://thundersaidenergy.com/2020/12/03/how-much-land-is-available-for-reforestation/…
Nuclear fusion: what are the challenges?
…purpose of this note is to help decision-makers understand nuclear fusion, simply, in plain language, assuming that you are reasonably literate in science and economics, but do not have a…
Electric vehicles: chargers of the light brigade?
This 14-page note compares the economics of EV charging stations with conventional fuel retail stations. They are fundamentally different. Our main question is whether EV chargers will ultimately get over-built,…
EV fast charging: opening the electric floodgates?
…companies, which make power-MOSFETs, silicon carbide materials and/or have a technical edge, in this fast-expanding market. We compared the economics of EV charging stations with conventional fuel retail stations here….
Marcellus shale: well by well production database?
…and we have also averaged the data into type curves, year by year, which informs our shale gas economics model. Activity levels have also slowed by 40% over time, with…
Nickel solutions: unblocking a battery bottleneck?
…We focus in on a laterite – HPAL – MHP – nickel sulphate pathway in this work. Nickels and dimes. Economics of producing battery grade nickel (in $/ton) are captured…
California curtailment: key numbers from 2021?
…0.9% of the solar generation was curtailed. The uneven distribution is somewhat unhelpful for the economics of grid-scale batteries. We estimate that 10% of the curtailment could be avoided by…