the research consultancy for energy technologies
…our ‘roadmap to net zero’, with stark upside as a diversification to under-supplied LNG markets, if China exports its technology and as new start-ups require inventory builds (pages 10-13). Impacts…
…will be five investable consequences of these escalating border taxes, which we spell out on pages 8-15. They could be extremely constructive for the gas/LNG industry, pre-existing renewables assets, and…
…natural gas CCGTs, and how they might dovetail together, to meet the load requirements of different industrial facilities, ranging from data centers to e-LNG plants. The first three tabs of…
…producers, while also depriving China of new LNG supplies, thereby perpetuating its reliance on 2-3x more CO2 intensive coal. https://thundersaidenergy.com/2021/02/04/china-can-the-factory-of-the-world-decarbonize/ (4) 100% renewable electricity is often promoted by policymakers and…
…in electric vehicle batteries and cryogenic industrial processes (e.g., LNG). We have reviewed Aspen’s recent patents in this data-file. This data-file notes some challenges, using our usual patent review framework….
…LNG plants. Higher pressure industrial processes will reach around 200-bar, for example in the turbine inlet temperature of a gas turbine, or in an ammonia plant. One conclusion is that…
…are hydro, nuclear, natural gas and coal. Sources with middling EROEIs of 10-20x are solar, wind and LNG. Sources with weaker EROEIs are oil products, green hydrogen and some biofuels….
…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…
…of Ukraine, but also the West. Results include energy rationing and economic pain. Climate goals get shelved in this war-time scramble. Pragmatism, nuclear and LNG emerge from the ashes. For…
…from hydrogen atoms converting to innocuous water vapor. This means each MTpa of LNG can displace an astonishing 10MTpa of CO2 where it prevents the burning of wood from deforestation…