Thunder said energy Namibia
Grid-forming inverters: islands in the sun?
Posted on December 4, 2024 December 4, 2024 by Thunder Said Energy. Grid-forming inverters: islands in the sun? The grid-forming inverter market may soon inflect from $1bn to $15-20bn pa, to underpin most grid-scale batteries, and 20-40% of incremental solar and wind. This 11-page report finds that grid-forming inverters cost c$100/kW more than
Northern Lights CCS: the economics?
We have modeled out simple economics for Northern Lights, the most elaborate carbon capture and storage (CCS) scheme ever proposed by the energy industry (Equinor, Shell, TOTAL).. The project involves capturing industrial CO2, liquefying it, transporting it in ships, receiving it onshore in Norway, piping it 110km offshore, then injecting it 3,000m below the seabed.
New Energies Research
Today''s lithium ion batteries have an energy density of 200-300 Wh/kg. I.e., they contain 4kg of material per kWh of energy storage. Technology gains can see lithium ion batteries'' energy densities doubling to 500Wh/kg in the 2030s, trebling to 750 Wh/kg by the 2040s, and the best possible energy densities are around 1,250 Wh/kg.
Latest Ideas in the Energy Transition
The energy uplifts from solar trackers have been estimated at 10-50% in different studies. But we can do better than this broad range, and actually calculate both the energy uplift and the revenue uplift from first
Overview of AI computing?
The energy demands of AI are the fastest growing component of total global energy demand, which will transform the trajectory of gas and power and even regulated gas pipelines, as recapped on pages 2-3.. These numbers are so material that they deserve some deeper consideration.Hence this 17-page note is an overview of AI computation. Of course, in
Thunder Said Energy
Thunder Said Energy deliver value-adding insights via their web-platform, which contains hundreds of research reports, data-files and models. Thunder Said Energy was founded by Rob West in 2019, with the aim of bringing a Wall Street researcher''s economic mindset to the energy technologies re-shaping the world.
Enhanced geothermal: digging deeper?
Geothermal power is produced from 200 geothermal fields globally, feeding 16GW of power capacity, generating around 110 TWH of useful electricity, which equates to 0.4% of the world''s electricity and 0.15% of its total useful energy. But this is confined to geological hotspots. Broader geothermal resources are 5x total global energy demand, the key challenge
US power generation under development over time?
This data-file captures the development pipeline of new US power capacity, based on 860M reports from the EIA, which cover all existing and proposed generating units of >1MW of greater.As a leading indicator for wind, solar, gas turbine and battery demand, we have aggregated the data in these c110 monthly reports, from 2015 to 2024, to track the pipeline
Energy infrastructure construction?
The past five years of research have led us to conclude that achieving net zero by 2050 would effectively require the largest energy infrastructure construction project in the history of human civilization, absorbing $9 trn pa of capital expenditures.. Whether or not you believe the world will hit its decarbonization goals, a construction boom increasingly seems to
Electricity demand for electric vehicles?
Note real world energy consumption can be 20-60% higher than stated by manufacturers or on test-cycles, especially during cold weather. Global electricity consumption for electric vehicles likely reaches 120TWH in 2024 (0.4% of global electricity), rising to 500 TWH in 2030, 1,750 TWH in 2040 and 3,300 TWH in 2050, based on our numbers, which
Energy research in the age of AI?
We have spent much of 2024 writing about the rise of AI, and how it will change the energy industry: unlocking new step-changes in industrial efficiency, next-gen DAC or autonomous vehicles; while re-exciting gas generation, compounding grid bottlenecks, wolfing up grids'' spare capacity, boosting fiber-optics, industrial cooling, transformers and harmonic filters.
Energy Transition Research Portal
This database contains a record of every company that has ever been mentioned across Thunder Said Energy''s energy transition research, as a useful reference for TSE''s clients. The database summarizes over 3,000 mentions of 1,400
Why the Thunder Said?
Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new forms of energy demand. This is our rationale for establishing a new research consultancy, Thunder Said Energy, at the nexus of energy-technology and energy-economics.
Thunder Said Energy Full Subscription
This purchase will enable your email account for the Thunder Said Energy full subscription. This gives you full access to all of our content — written research reports, downloadable data-files, economic models, patent analysis and company screens — for one calendar year.. Additional terms: All our content can be shared fully within your organization.
Power demands of AI?
To contextualize the growth that lies ahead, we have compiled data on US power generation installations, year by year, technology by technology, running back to 1950, including implications for turbine manufacturers, on pages 14-16.. The impacts of AI on US gas and power markets sharply accelerate US electricity demand, upgrade our US shale forecasts, especially
Recent Research Reports
Thunder Said Energy is a research firm focused on energy technologies and energy transition. We work with over 250 organizations, to help them find economic opportunities, which can improve the world''s energy system, and help the world reach ''net zero''. We have two subscription tiers (details here).
Natural hydrogen: going for gold?
110MTpa of global hydrogen is produced today, emitting 1.3GTpa of CO2, costing $0.8/kg.The market grows to 220MTpa by 2050, mostly blue H2, at $1.2-1.5/kg, per our hydrogen outlook, which is re-capped on page 2.. But what if gold hydrogen could be recovered from the subsurface of the Earth, analogous to the development of natural gas?Could the
What drives global oil demand?
Posted on August 22, 2024 August 23, 2024 by Thunder Said Energy. Oil demand: making millions? What does it take to move global oil demand by 1Mbpd? This 22-page note ranks fifteen themes, based on their costs and possible impacts, to show what drives global oil demand, where risks lie for oil markets, and where opportunities are greatest to
US natural gas: the stuff of dreams?
US gas supply-demand matters in the energy transition, in our US energy models and across the shale industry.But the forecasting can be woefully complex, as gas is the bottom of the US LCOE cost curve, and hence it acts as a balancing line.. Hence to forecast US gas consumption, first you need to forecast total US energy consumption, then you need to
Global energy: supply-demand model?
This global energy supply-demand model combines our supply outlooks for coal, oil, gas, LNG, wind and solar, nuclear and hydro, into a build-up of useful global energy balances in 2023-30. We fear chronic under-supply if the world decarbonizes, rising to 5% shortages in 2030. Another scenario is that emerging world countries bridge the gap by ramping coal.
Decarbonizing global energy: the route to net zero?
Our modelling framework for the decarbonization of global energy is explained on pages 2-6, looking across 90 thematic research reports and 270 models, which have featured in our work to-date. The aim is to find the lowest-cost route to meeting global energy demand, while removing all of the CO2. The framework joins up with our models of supply-demand
Hydrocarbon Energy Research
This data-file aggregates the details of different nature-based CO2 removals projects that we have been supporting at Thunder Said Energy. The average nature-based reforestation initiative that we supported in 2022 scored 70/100 on our framework. Statistical details and distributions are explored. Download
Companies exposed to AI?
1,500 companies have been mentioned 2,500 times in our research since 2019, and our energy transition research now includes over 1,400 research notes, data-files and models.Hence this report is part of a quarterly series summarizing the key conclusions across our work. In 1H24, the #1 theme that has excited the entire energy world has been the rise of AI.
AI and power grid bottlenecks?
The number one topic in energy this year has been the rise of AI. Which might not seem like an energy topic. Yet it is inextricably linked with power grid bottlenecks, the single biggest issue for energy markets in the mid-late 2020s. The goal of today''s video is to recap our key conclusions. There is an accompanying presentation for TSE clients.
Industry Research
Human civilization will consume 80,000 TWH of useful energy in 2023. This is equivalent to a kitchen toaster, running 24 hours per day, 365 days per year, for every man, woman and child on the planet. 35% of global energy is used in manufacturing and materials, 30% is used in transportation and shipping, 20% is used in homes as heat and electricity, and 15% is used in
Energy transition: classic blunders?!
3 天之前· 2024 has been a particularly forceful year for busting through blunders, so the video contains important reflections, and early resolutions for 2025, as we are trying to learn from the scars we have accumulated over the past six years
Solar Superpowers: ten qualities?
We are amending our solar growth forecasts in this research note, using ten criteria to rank the long-term competitiveness of solar in different nations, then screening 30 different nations globally.. Solar Superpowers could be capable of ramping solar to 50% of their power grids by 2050, but we think this would require meeting ten criteria. Criteria #1-2 relate
Latest Ideas in the Energy Transition
The energy uplifts from solar trackers have been estimated at 10-50% in different studies. But we can do better than this broad range, and actually calculate both the energy uplift and the revenue uplift from first principles, on pages 5-8. The economics of solar trackers can therefore be modeled more effectively.
Energy Technologies and Transition
We screen new energy technologies with world-changing potential, including: The Energy Transition.Our work points to an economic decarbonization of the entire energy industry by 2050, with a CO2 price that averages $40/ton.. The Ascent of Renewables will deliver an enormous 30,000 TWH of energy by 2050, but this also requires overcoming vast bottlenecks, in metals,
Energy security
Energy self-sufficiency can be defined in different ways. Our own preferred definition is explained on page 2. Our cross-plot of energy self-sufficiency by country is also shown on page 2.. This matters because energy is the lifeblood of all economic activity, while import dependency creates vulnerabilities amidst rising geopolitical tensions, as outlined on
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