Turn the Plastic Back into Oil
…TOTAL and Exxon) are also waiting in the wings, to scale up in this space. Their own patents and progress are reviewed in the note. Economics will be strong, and…
Is the world investing enough in energy?
…at scale in renewables. We argue better energy technologies are the antidote to attracting capital back into the industry. That is why Thunder Said Energy focuses on the opportunities arising…
Oxycombustion: economics of zero-carbon gas?
…of oxycombustion power cycles will compete with smaller-scale CHPs and fuel cells. Fuel cells have historically had high decline rates, averaging 5% per year, but recent fuel cells are slowly…
Disrupting Agriculture: Energy Opportunities?
…industry], decreasing demand, and reversing economies of scale”. RethinkX’s report explores potential savings of $100bn for families across the USA by 2030; and potential downside for the $1.25 trn per…
Carbon Capture Costs at Refineries?
This model calculates the costs of post-combustion carbon capture at a world-scale refinery, using today’s commercially available CCS technologies. The aim is to see whether the process could be economically…
Variable Power Tariffs Exacerbate Social Inequalities?
This data-file tabulates the impacts of variable electricity tariffs, after switching 4.622 households over from fixed electricity tariffs, across a large-scale sample in the United States. This theme is increasingly…
The Most Powerful Force in the Universe?
…lower emissions. This system, we believe, will be much more sophisticated and effective in driving a full-scale energy transition that the blunt-force strategy of “divest from oil and buy renewables”….
Chevron: SuperMajor Shale in 2020?
SuperMajors’ shale developments are assumed to differ from E&Ps’ mainly in their scale and access to capital. Superior technologies are rarely discussed. But new evidence is emerging. This 11-page note…
Solar Energy: Where’s the IP?
…attributed to a single SuperMajor, looking to scale up in solar. In 2022, we have updated the analysis, in particular, tabulating more parameters of solar cell efficiency improvements, and the…
Decarbonize Heat?
…and not at scale (page 10). Biogas costs are very high, but landfill taxes can act as a kingmaker for these projects, ramping them to c10-20% of developed world gas…