the research consultancy for energy technologies
…energy transition from first principles… Energy theory from first principles: energy units, thermo-dynamics, electricity, electrochemistry, magnets and motors and semiconductors. https://thundersaidenergy.com/2022/08/25/energy-units-life-the-universe-and-everything/ Decarbonization technologies from first principles: renewables, batteries, EVs, EV charging, lithium…
…stand out to us include next-generation DAC, materials, autonomous vehicles, thermoelectric semiconductors and superconductors. The more immediate bottlenecks for AI are bottlenecks in powering new AI data-centers, amidst deepening power…
…A solar module is a 2.7 m2 rectangle, whose internal semiconductors convert incoming electromagnetic radiation into a direct current via the photovoltaic effect. To maximize energy production, ideally, the entire…
The capex costs of data-centers are typically $10M/MW, with opex costs dominated by maintenance (c40%), electricity (c15-25%), labor, water, G&A and other. A 30MW data-center must generate $100M of revenues…
…($30bn pa) and power semiconductors ($30bn pa). We think this data-file is worth considering, to ensure forecasts for the ultimate market sizing are realistic, especially for some highly-hyped and early…
…43,000 TWH of global useful energy, or around 30% of the global total by 2050. An energy transition is underway towards semiconductors. These forecasts are informed by our solar research….
This data-file forecasts the energy consumption of the internet, rising from 800 TWH in 2022 to 2,000 TWH in 2030 and 3,750 TWH by 2050. The main driver is the…
…semiconductors work or how the internet works. https://thundersaidenergy.com/downloads/metals-and-materials-strength-and-temperature-resistance/ What does it cost? Some commentators seem to think decarbonizing the planet is going to be simple. If you think the solution…
…What implications for solar, gas, lithium batteries and industrial incumbents? $599.00 – Purchase Checkout Added to cart Solar is the new energy source that excites us most, generating electricity from semiconductors, capable…
…point around 180-200ºC, used to affix electrical connections onto circuit boards in semiconductors. Global tin demand rises 2.5x as part of the energy transition, reaching 1MTpa by 2050. Mechanically, our…