the research consultancy for energy technologies
…CNG trucks, LNG trucks, electric trucks and hydrogen trucks (chart below). Electric trucks with 4-6 ton batteries, and 700-1,000km ranges, likely cost $110-170k more (i.e., 2x) than a typical diesel…
…emissions per kWh. Finally, coal may be moderately less likely to combust completely, producing small portions of soot and carbon monoxide, especially when burned in small-scale furnaces. This will detract…
This data-file captures the economics for a typical LNG regas facility. We estimate that a fixed plant with 75-80% utilization requires a spread near to $0.8/mcf on its gas imports,…
North Field gas production is now the most important conventional energy source on the planet. It produces 4% of world energy, 20% of global LNG and aims to ramp another…
…quantified the growing value of diverting flexible LNG contracts to higher value markets on pages 10-13. https://thundersaidenergy.com/downloads/global-lng-offtake-contracts-and-spot-market-development LNG portfolios are most likely to benefit from rising volatility in the global…
Grid-scale batteries are not simply operated to store up excess renewables and move them to non-windy and non-sunny moments, in order to increase renewables penetration rates. Their key practical rationale…
…companies and innovations. Pages 28-29 screen methane emissions across the different Energy Majors, and resultant CO2 intensities for different gas plays. Page 30 advocates new LNG developments, particularly small-scale LNG,…
…estimated for each category. Distributions of weight and LNG fuel-equivalence are split for the four largest categories. We see 40-60MTpa upside to LNG demand from 2040, led by cruise-ships and…
…trucking small-scale CO2 for c$17/ton per 100-miles (note here, model here). Similarly, seaborne transport of CO2 costs $8/ton/1,000-miles (model here), and this also opens up a possibility for the LNG…
Our Terrestrial Energy technology review focuses on a next-generation nuclear fission company, founded in 2013, based in Ontario, Canada, has c100 employees and is aiming to build a small modular…