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…
…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…
This data-file estimates the electricity demand from data-servers and the proportion of that demand that could be “demand-shifted”, by compiling notes and data-points from technical papers. We estimate data-centers comprise…
…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….
…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…
We define a “good battery” as one that enhances the efficiency of the total energy system. Conversely, a “bad battery” diminishes it. This distinction matters and must not be overlooked…
…which are increasingly important for energy transition. Interesting, we also think almost all of these mining technology can smooth our volatile power grids by demand shifting. We have also constructed…
…sector can smooth our volatile power grids by demand shifting. Please download the data-file to stress-test mining crushing-grinding costs, across capex, opex, maintenance, labor, electricity prices, CO2 prices, uptime &…
…opportunities for traditional gas distribution companies in the energy transition are to minimze methane leaks, improve compressor efficiency, and consider adjacent sectors such as CCS, demand shifting and power infrastructure….
…cash cost, under our base case assumptions. CO2 intensity is 0.5 tons of CO2 per ton of product. Interestingly, chlor-alkali plants may be able to demand shift, cutting 20-30% of…
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