…economically smooth them. Solar heavy grids may thus become prone to unbearable volatility? Our 17-page note outlines this important challenge, and finds that high-voltage interconnectors cure renewables volatility most effectively….
HVDC costs? This model captures the economics of transporting electricity (especially from renewable sources, such as wind and solar), over vast distances, using high voltage direct current power cables (HVDCs)….
Electricity transmission matters in the energy transition, integrating dispersed renewables over long distances to reach growing demand centers. This 15-page note argues future transmission needs will favor large HVDCs in…
…capabilities. And yet the contract awards that we have aggregated for offshore cable installation have hardly changed. Laying the inter-cabling at an offshore wind project might cost $0.5M/km, offshore interconnectors…
…in HVDCs are here. Offshore cable lay vessels are screened here. We have also screened Prysmian patents here. But the opportunity space is also much broader, which becomes visible by…
…vessels are also used in offshore wind and more broadly amidst the expansion of power grids and HVDC interconnectors. We think a typical cable lay vesel will consume 150bpd of…
…have often achieved this by building new interconnectors. https://thundersaidenergy.com/2023/08/03/renewables-the-levelized-cost-paradox/ Second, it gives a new lens on energy storage. Battery deployments can absorb low-cost renewables and prevent curtailment, by circumventing grid…
…broader work into solar, wind, AC transmission lines, HVDCs, LNG and midstream infrastructure. Relevant to the data-center industry, we have also tabulated the timelines for fiber optic cables as a…
…than Western examples today). Back-up tabs contain calculations around I2R losses, corona losses and reactive power consumption. Recent Commentary: please see our article here. We think long-distance HVDCs are going…
…network solutions, 13% project work, 12% telecoms). The company has inter-connected 35 large wind farms in the past decade and run 30 inter-connectors. After reviewing recent patent filings, we conclude…