Global hydrogen: market breakdown?
…Use of green hydrogen in transport still remains very small, across several thousand vehicles (i.e., not several million). One thing that would improve our outlook on green hydrogen might be to see its…
Decarbonise Downstream?
…to capital. Pages 4-6 decompose the sources of CO2 emissions across a typical refinery, process-by-process; as a function of heat, utilities and hydrogen. Page 7-8 outline small opportunities to improve…
New Diverter Regimes for Dendritic Frac Geometries?
…benzoic acid flakes, rock salt, calcium carbonate pellets. Small mesh size is envisaged (40-70 to 100 mesh), with low concentrations (0-0.1 lb/gal) to mitigate the risk of screen-outs. The temporary…
US CO2 and Methane Intensity by Basin
…below). A general observation is that larger, listed producers tend to have lower CO2 intensity, fewer methane leaks and lower flaring intensity than small private companies. Half-a-dozen large, listed companies…
Energy costs of lithium ion batteries?
…grid, compared to a base case ICE. Although an EV is not always cleaner, for example, if it is charged by a small diesel generator! Likewise hydrogen cars are only…
US vehicle ownership and fuel economy?
…year in 2022 The vehicle mix has also shifted away from small and efficient sedans towards larger and less efficient SUVs and trucks. The average vehicle has grown from 1.4…
Fiscal incentives for decarbonization?
…for specific technologies that happen to have policy support, and no incentives (or small incentives) for other technologies that could make a larger decarbonization impact at a much lower cost….
A new case for gas: what if renewables get overbuilt?
…of prior projects. Companies that may benefit from the theme are discussed on pages 16-17. They range from mega-cap turbine manufacturers to small-cap stocks and private companies with novel technologies….
Lithium ion batteries for electric vehicles: what challenges?
…on execution than radical technology breakthroughs. c40% of patents were focused on simplifying manufacturing (#1). Only 27% were focused on energy density (#3) and these were mostly small incremental tilts….
Bio-engineer plants to absorb more CO2?
…3GTpa. For contrast, total anthropogenic carbon emissions are 12GTpa. It follows that small changes in the natural carbon cycle could materially shift carbon balances, per our climate model below. https://thundersaidenergy.com/downloads/net-zero-an-energy-climate-model-for-2-degrees/…