US LNG: new perceptions?
Perceptions in the energy transition are likely to change in 2022, amidst energy shortages, inflation and geopolitical discord. The biggest change will be a re-prioritization of US LNG. At a…
Energy crisis: ten themes for 2022?
…around energy transition. Inflation is seen reaching double-digit levels in 2022, if we are in an energy crisis. Recession has also followed 60% of past energy crises. Rate rises would…
Power functions: how would gas shortages change the cost curve?
…lack of inertia, reactive power and fault current (notes below). https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/downloads/power-electronics-problems-and-solutions/ A final issue with wind and solar is that they may see some inflation in their future costs….
End game: options to cure energy shortages?
…point to inflation, industrial leakage and slipping global climate goals. But there may be a few glimmers of opportunity in LNG, nuclear and efficiency technologies. $399.00 – Purchase Checkout Added to cart…
Lithium: reactive?
…in China. Low-cost lithium brine producers and battery recyclers may benefit from steepening cost curves. $499.00 – Purchase Checkout Added to cart Inflationary feedback loops increasingly matter in the energy transition. Decarbonization…
US hydrogen production: by facility and by company?
…credits under the US Inflation Reduction Act? $599.00 – Purchase Checkout Added to cart Methodology. As far as we are aware, there is no publicly available database of US hydrogen production by…
CO2 prices: re-thinking the costs?
…as our recent work finds that inflation could de-rail high-cost transition pathways (note below). We conclude that CO2 prices can be very powerful. But to be cost-effective, they must genuinely…
Renewables: the levelized cost paradox?
There is an economic paradox where shifting towards lower cost supply sources can cause inflation in the total costs of supply. Renewable-heavy grids are subject to this levelized cost paradox,…
Boston Metal: molten oxide electrolysis of steel?
…4GTpa, or 8% of the global total (data here). We think a key challenge for decarbonizing steel is to avoid large inflation in steel costs, which would cascade through to…
Bottlenecked grids: winners and losers?
…3). The biggest impacts are seen for the rise of the internet, manufacturing, and consumer prices, leading to inflation (pages 4-5). Most impacted are new energies categories that rely upon…