the research consultancy for energy technologies
…in grids with overbuilt renewables, and certainly a lot more sense than hydrogen (note below). https://thundersaidenergy.com/2021/02/11/vertical-greenhouses-what-future-in-the-transition/ https://thundersaidenergy.com/2021/02/18/illustrating-industrial-energy-efficiency-in-the-context-of-home-cooking/ After-word. The data used in the header image of this report are from…
New technologies for the energy transition range across renewables, next-gen nuclear (fission and fusion), next-gen materials, EV charging, battery designs, CCS technologies, electronics, recycling, vehicles, hydrogen technologies and advanced bio-fuels….
…Variable frequency drives use similar power-electronics technology as the renewables revolution, to precisely control electric motors, ensuring they do not run faster than is needed. We outline how they work…
…uranium note). https://thundersaidenergy.com/downloads/uranium-mining-company-screen-and-market-outlook/ https://thundersaidenergy.com/2021/11/18/back-stopping-renewables-the-nuclear-option/ Further research. We hope you have enjoyed this short note on the neodymium market. To receive our research as we send it out, then you are…
…the asset by 2-3x over an 8-10 year time horizon” (chart below). The rationale also fits within changes in the food system (note below). https://thundersaidenergy.com/downloads/land-prices-an-overview-for-renewables-and-reforestation/ https://thundersaidenergy.com/2021/09/01/diet-and-climate-should-energy-transition-include-agriculture/ Pipeline. The company has…
…often defying expectations to the upside, despite rising renewables (chart below). Helping China to decarbonize might require 300bcfd of gas (roadmap here). India’s coal use has also doubled since 2007,…
…Scope 1 & 2 emissions of your product down to zero. You have integrated renewables into your operations as best you can, sought as many efficiency gains as possible, you…
…fascinating case study to compare and contrast with 2021-22. Escaping from energy under-supply is the focus on pages 8-13, as we present updated outlooks for coal, oil, gas and renewables…
…source, and there are also practical ways of blending gas back-ups with renewables in fully decarbonized power grids (notes below). https://thundersaidenergy.com/2021/10/21/carbon-capture-how-big-is-the-opportunity/ https://thundersaidenergy.com/2020/09/24/deep-blue-cracking-the-code-of-carbon-capture/ https://thundersaidenergy.com/2021/11/04/small-scale-ccs-transport-liquid-co2/ https://thundersaidenergy.com/2021/09/02/integrated-energy-a-new-model/ https://thundersaidenergy.com/2022/08/18/scope-4-emissions-avoided-co2-has-value/ (4) What about the costs?…
…on page 10-14, again integrating across our models. The capex, materials, labor and land bottlenecks are all at least 95% less demanding than an equivalent energy ramp from ‘renewables only’….