Global energy: supply-demand model?
…living standards (model here), but the dawn of the AI age increases the CAGR to 2.5% pa. Renewables are exploding, especially solar additions, per our model here. Our latest numbers,…
Power-MOSFETs: leading companies?
Power MOSFETs are an energy transition technology, the building block behind inverters, DC-DC converters, EV drive trains, EV chargers and other renewables-battery interfaces. Hence this data-file is a screen of…
Energy transition: hierarchy of needs?
…fall apart? Constructive solutions will include debottlenecking resource-bottlenecks, efficiency technologies and natural gas pragmatism. https://vimeo.com/680851397 https://thundersaidenergy.com/2022/07/07/energy-transition-wheel-of-time/ https://thundersaidenergy.com/2022/07/21/political-shifts-do-energy-shortages-cause-revolutions/ https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ https://thundersaidenergy.com/2022/01/06/renewables-can-they-ramp-up-faster/ https://thundersaidenergy.com/2022/01/13/glass-fiber-what-upside-in-the-energy-transition/ https://thundersaidenergy.com/downloads/energy-transition-leading-commodities/ https://thundersaidenergy.com/2022/02/10/falling-towers-how-will-energy-shortages-play-out/ https://thundersaidenergy.com/2022/01/20/us-lng-new-perceptions/ https://thundersaidenergy.com/2021/12/30/energy-crisis-ten-themes-for-2022/ To view the video directly in…
Energy shortages: priced out of the world?
…clearly, definitively, is a lack of energy investment, especially renewables and natural gas. Shortly followed by greater efficiency initiatives in the West (pages 10-11). Our conclusions and questions over the…
Russia conflict: pain and suffering?
…an overview of economic ratios from different models across conventional power, renewables, conventional fuels, lower-carbon fuels, manufacturing processes, infrastructure, transportation and nature-based solutions, please see our article here. $199.00 – Purchase Checkout…
Global oil demand: breakdown by product by country?
…0.85Mbpd (chart below). Overall this data-set confirms our fears that renewables, EVs and other new energies would all need to ramp about 2-4x faster than their likely run-rate in the…
Oil storage terminals: the economics?
…taken from 20 prior projects, a granular bottom-up estimate and published disclosures from industry-leader Vopak. And they are around 97% lower, on a per-kWh basis, than the best renewables-battery storage…
Global LNG: offtake contracts and spot market development?
…in spot LNG, limiting their exposure to upstream and liquefaction. We see increasing value in flexibility as a backstop to renewables, amidst our outlook for LNG in the energy transition….
High voltage transmission cables: power parameters?
…HVDCs are going to be among the most economical options to back-stop renewables, costing 2-3c/kWh per 1,000km, and 2-3% per 1,000km transmission losses of long distance power lines (note here)…
Power transmission: raising electrical potential?
Electricity transmission matters in the energy transition, integrating dispersed renewables over long distances to reach growing demand centers. This 15-page note argues future transmission needs will favor large HVDCs in…