European gas and power model: natural gas supply-demand?
…and lowest carbon gas in the world. Recently, Russian supplies have collapsed, while our outlook sees a large pull on global LNG through 2030. We think this will support LNG…
Energy Technologies and Energy Transition
…the mid-2020s. Oil Markets: the next up-cycle? (July-2020, 4-pages) On the road: long-run oil markets after COVID-19? (May-2020, 17-pages) LNG: deep disruptions and a 100MTpa shortfall? (Apr-2020, 6-pages) 2050 oil…
China Energy Demand and CO2 Emissions, 2000-2060
…to in our net zero scenario. This increase is equivalent to 900 MTpa of LNG, 2x today’s total global LNG market, although a portion will be piped gas, not LNG….
Japan: nuclear restart tracker?
…Added to cart In 2010, before the Fukushima crisis, Japan produced 292 TWH of nuclear electricity, which would have required about 40MTpa of LNG imports if it had all been…
European gas: anatomy of an energy crisis?
…in 2021, equivalent to 60MTpa of LNG, and we wonder how much of this demand can come back with LNG capacity additions, thereby muting fears of over-supplied LNG markets. https://thundersaidenergy.com/downloads/long-term-lng-supply-model/…
Established technologies: hiding in plain sight?
…much potential exists in the US, with can be expanded to 3GTpa of potential for plain, vanilla CCS de-risked globally in our numbers. There is further upside in small-scale CCS,…
Powin: grid-scale battery breakthrough?
…a 20-year life. Context for grid-scale batteries Grid-scale batteries are growing increasingly important, especially in regions with high renewables penetrations, to backstop the short-term volatility of solar and short-term volatility…
Renewable grids: solar, wind and grid-scale battery sizing?
…batteries at grid scale. Please see our deep-dive research note into redox flow batteries. This data-file provides underlying workings into renewable asset sizing, grid-scale battery sizing and total system costs…
Vehicles: energy transition conclusions?
…research into vehicles, and key conclusions for the energy transition. Electrification is a revolution for small vehicles, a mega-trend of the 21st century. We also believe that large and long-range…
Deep blue: cracking the code of carbon capture?
Carbon capture is cursed by colossal costs at small scale. But blue hydrogen may be its saviour. Crucial economies of scale are guaranteed by deploying both technologies together. The combination…