the research consultancy for energy technologies
…is demand shifting and who benefits? Demand-shifting is one of the most exciting opportunities for companies in the energy transition. Specifically, the idea is that renewables are going to get…
…efficiency losses are quantified for batteries and for hydrogen on pages 9-11. Demand shifting is a vastly superior solution. Pages 12-17 outline half-a-dozen demand-shifting opportunities that have been profiled in…
…shifting might involve turning an electrical load off when renewables are not generating, and turning it back on when renewables are generating. Or as a less extreme example, demand shifting…
…route to fit more wind and solar into power grids. We are upgrading our renewables ceilings from 40% to 50%. This 22-page note outlines the growing opportunity in demand shifting….
…opportunity to improve margins of data-centers by demand shifting is covered in our recent research note here. Demand shifting at data-centers and other digital facilities could ultimately permit another 1-2%…
…incremental solar from here will likely cost 12-15c/kWh (see below). https://thundersaidenergy.com/2023/11/30/power-grids-when-will-wind-and-solar-peak Demand shifting is the second adaptation that allows solar to reach higher shares. It is generally cheaper to move…
…by 5-15% in increasingly renewables-heavy grids. This 14-page note ranges over 10,000 demand shifting opportunities, to identify five industries and fifteen mid-large cap companies that can benefit most. $899.00 – Purchase Checkout…
…think that power grids will increasingly need to offer economic incentives for demand shifting, amidst increasing deployment of renewables. However based on past studies, they may need to tread carefully….
…IRRs (%), costs of different gases (in $/ton) and the cost drivers. Raising energy is often possible, but not always economical. And can ASUs ‘demand shift‘, backstopping renewable heavy grids…
…physics. https://thundersaidenergy.com/2020/07/03/green-hydrogen-economy-holy-roman-empire/ Conversely the best thermodynamic way to use renewable energy to drive decarbonization is to find ways of using that renewable energy directly, including through demand shifting. If renewable…