Renewables: can oil and gas assets “demand shift”?
…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…
…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…
…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…
…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%…
…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…
…it when solar is not generating. Our model has the total demand curve shifted by +/- 8% on average throughout the year. The need for demand shifting is highest in…
…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…
…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…
…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…
…of energy consumption. Falling utilization rates also underpin a levelized cost paradox for renewables. Our favorite method to backstop the volatility of renewables is via demand shifting, which will help…