the research consultancy for energy technologies
…the energy-climate portion of 2022’s Inflation Reduction Act. We explore other similarities between energy policies in the 1980s, the creation of the SFC, and emerging policies in the energy transition…
…world, this would logically be expected to add around $1.65 to the cost of the c$1 quarter-pounder in a typical c$3 fast food hamburger. https://thundersaidenergy.com/2021/05/27/inflation-will-it-de-rail-the-energy-transition/ (10) An environmentally friendly diet…
…leading the numerical horse. https://thundersaidenergy.com/2021/05/27/inflation-will-it-de-rail-the-energy-transition/ (5) The best antidote, we believe, is objective, numbers-based analysis. Which is the goal in TSE’s research. It is independent and apolitical. The sole focus…
…inflation consequences. Electrical Arcs and Amazing Switchgear? Our recent research is taking us down the rabbit hole of power-electronics, looking for capital goods opportunities associated with increasingly renewables-heavy grids. For…
Steel explains almost c10% of global CO2. Hence 2021 has seen the world’s first ‘green steel’ made using green hydrogen. Yet inflation worries us. At $7.5/kg H2, green steel would…
…co-occur most often with energy rationing; followed by rising inflation, economic deterioration, stock market declines, increasing energy efficiency measures and even changes in patterns of human migration and geopolitical conflicts….
…will rise sharply in 2022. It will not resolve near-term energy shortages. But inflation will accelerate in ‘bottlenecked’ parts of the supply chain. Investors can help by debottlenecking those bottlenecks….
…energy and industrial shortages, it is likely that the same vehicle could cost closer to $50k, representing c40% inflation, mostly due higher costs of materials and bottlenecks in supply chains….
…of diesel and their costs absorb 4% of post-tax incomes. Electric trucks would be 20-50% more costly, and hydrogen trucks would be 45-75% more, which is inflationary. $899.00 – Purchase Checkout Added…
…triggered by food-energy shortages too. Hence this 14-page note evaluates whether major policy changes are coming? $499.00 – Purchase Checkout Added to cart Energy shortages and inflation have been recurring topics in…