Energy Transition Fantasy Crisis Thunder Said Energy We need to explore this scenario, as it yields very different outcomes, winners and losers compared with our roadmap to net zero. $499.00 – purchase. energy transition fantasy crisis. new energies are amazing. but their future ramp up creates uncertainties that will naturally deter investment. The real world may not follow a straight line of pragmatic progress, but instead fluctuate between fantasy and crisis. during times of energy crisis, such as 2022, international coal prices have spiked to $340 ton. remarkably, this took thermal coal prices above metallurgical coal, and even above oil on a per btu basis.
Us Shale Outlook In The Energy Transition Thunder Said Energy Energy transition technologies are often envisaged to follow s curves: rapidly inflecting, then reaching 100% market adoption. however, this 17 page report argues electric vehicles will more likely saturate at 15 30% of sales in 2025 30. evs were already at 15% of sales in 2023. This week our guest is rob west, founder and ceo of thunder said energy. founded in 2019, the firm aims to help decision makers find economic opportunities in the energy transition. rob lives nine time zones away in estonia and is an uber productive energy expert, covering a wide range of topics in his consultancy. Rob west is the ceo of thunder said energy, a research consultancy focused on the energy transition. founded in 2019, thunder said energy’s research examines different energy technologies, their economics, their technical challenges, and companies that can drive decarbonization. thunder energy’s clients include public markets investors. First fantasy. then crisis. then repeat. thunder said energy 2,757 followers 1y edited report this post first fantasy. then crisis. then repeat. what if this.
Comments are closed.