the research consultancy for energy technologies
New energy policies will exacerbate inflation in the developed world, raising price levels by 20-30%. Or more, due to feedback loops. We find this inflation could also cause new energies costs…
In the under-supplied world of 2022-30, raising interest rates might not mute inflation, but could actually deepen it. By deterring the investments needed to cure inflation itself. Each 1% increase…
This data-file aims to estimate how much inflation is likely to result from policies to decarbonize the global economy. Specifically, we have used our models to flow through the impacts…
…costs dependent upon tomorrow’s inflation. Paradoxically, if inflation expectations rise, then real levelized costs seem to fall. For example, imagine a project that needs 8 c/kWh over the life of…
…as bottlenecks and cost-inflation need to be kept in check. Hence this short note outlines our ‘top ten facts’ on the neodymium market. (1) What is neodymium? Neodymium is the…
Blue hydrogen value chains are starting to boom in the US, as they are technically ready, low cost, and are now receiving enormous economic support from the Inflation Reduction Act….
…lack of inertia, reactive power and fault current (notes below). https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/downloads/power-electronics-problems-and-solutions/ A final issue with wind and solar is that they may see some inflation in their future costs….
…point to inflation, industrial leakage and slipping global climate goals. But there may be a few glimmers of opportunity in LNG, nuclear and efficiency technologies. $399.00 – Purchase Checkout Added to cart…
…upside for specific raw materials. Recent raw material inflation has already increased transformer costs c12% in 2021. Deploying more renewables will create mild inflation in transformer costs (in c/kWh) for…
…around energy transition. Inflation is seen reaching double-digit levels in 2022, if we are in an energy crisis. Recession has also followed 60% of past energy crises. Rate rises would…