Search results for: “semiconductors semiconductor silicon SiC”
-
Energy transition: the very hungry caterpillar?
The universe of energy transition stocks seems small at first. 50 clean tech companies have $1trn in combined value, less than 1% of all global equities. But decarbonizing the world is insatiable. Consuming ever more sectors. We are now following over $15trn of market cap across new energies, (clean) conventional energy, utilities, capital goods, mining,…
-
Internet energy consumption: data, models, forecasts?
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 energy consumption of AI, plus blockchains, rising traffic, and offset by rising efficiency. Input assumptions to the model can be flexed. Underlying data are from…
-
LEDs: seeing the light?
Lighting is 2% of global energy, 6% of electricity, 25% of buildingsโ energy. LEDs are 2-20x more efficient than alternatives. Hence this 16-page report is our outlook for LEDs in the energy transition. We think LED market share doubles to c100% in the 2030s, to save energy, especially in solar-heavy grids. But demand is also…
-
Energy technology and energy transition companies?
This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy technology research, as a useful reference for TSE’s clients. The database summarizes 3,000 mentions of 1,700 energy transition companies, broader energy producing and consuming companies, their size, focus and a summary of our key conclusions, plus links…
Content by Category
- Batteries (89)
- Biofuels (44)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (38)
- Company Diligence (95)
- Data Models (840)
- Decarbonization (160)
- Demand (110)
- Digital (60)
- Downstream (44)
- Economic Model (205)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (279)
- LNG (48)
- Materials (82)
- Metals (80)
- Midstream (43)
- Natural Gas (149)
- Nature (76)
- Nuclear (23)
- Oil (164)
- Patents (38)
- Plastics (44)
- Power Grids (131)
- Renewables (149)
- Screen (117)
- Semiconductors (32)
- Shale (51)
- Solar (68)
- Supply-Demand (45)
- Vehicles (90)
- Wind (44)
- Written Research (356)