Search results for: “small scale LNG”
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Turbo-charge gas turbines: the economics?
This data-file models the economics of turbo-charging gas turbines, which increases the mass flow of combustion air, to improve their power ratings by c10-20%. IRRs are solid. Turbo-charged gas turbines could thus gain greater share as grids become saturated with renewables
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Greenhouse gas: use CO2 in agriculture?
Enhancing CO2 in greenhouses can improve yields by c30%. It costs $4-60/ton to supply this CO2, while $100-500/ton of value is unlocked. The challenge is scale, limited to 50MTpa globally. Around 50Tpa of CO2 is supplied to each acre of greenhouses. But only c10% is sequestered.
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Prevailing wind: new opportunities in grid volatility?
UK wind power has almost trebled since 2016. But its output is volatile, now varying between 0-50% of the total grid. Hence this 14-page note assesses the volatility, using granular, hour-by-hour data from 2020, to outline which backup opportunities are best-placed.
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CO2-EOR: well disposed?
CO2-EOR is the most attractive option for large-scale CO2 disposal. Unlike CCS, which costs over $70/ton, additional oil revenues cover the costs of sequestration. And the resultant oil is 50-100% lower carbon than usual. The technology is mature. Potential exceeds 2GTpa. This 23-page report outlines the opportunity.
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Vertical greenhouses: the economics?
This data-file models the economics of vertical greenhouses, for growing greens, fruits and vegetables close to the consumer, in large multi-story facilities, lit by LED lighting. Our base case yields 10% IRRs off $1.25k/m2 capex and 50kg/m2/year yields. CO2 intensity depends heavily upon the CO2 intensity of the underlying grid.
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Companies buying nature-based carbon offsets?
Over 35 leading companies are purchasing nature-based carbon offsets, to offset their CO2 emissions. Appetite is accelerating, especially in hard-to-abate sectors. 60% of the projects are reforestation projects, 70% are undertaken indirectly through partners, of which 95% are verified by third-parties.
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Lithium: global demand forecasts?
This data-file estimates global demand for lithium as part of the energy transition. The market has already trebled from 23kTpa in 2010 to 65kTpa in 2020, while we see the ascent continuing to 500kTpa in 2030 and almost 2MTpa in 2050. 90% is driven by transport. Global reserves suffice to cover the demand.
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Energy economics: an overview?
This data-file provides an overview of energy economics, across 175 different economic models constructed by Thunder Said Energy, in order to put numbers in context. This helps to compare marginal costs, capex costs, energy intensity, interest rate sensitivity, and other key parameters that matter in the energy transition.
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Emerging technologies: can you spot a fraud from patents?
This 11-page note looks back at 175 patents filed by Theranos, which promised a world-changing medical testing technology, but ultimately turned out to be a fraud. The analysis has helped us create a new framework, which we will be using to assess technologies in the energy transition.
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Green hydrogen electrolysers in Europe: a database?
This data-file derives conclusions into green hydrogen electrolysers in Europe, based on c240 distinct projects. The market is shifting away from smaller alkaline electrolyers to super-giant PEMs and SOECs. Key controversies are visibly emerging around power sources and hydrogen uses.
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