the research consultancy for energy technologies
…note 15 leading, mid-large cap companies across these industries. Some of these companies have already created internal departments to optimize the timing of their power demand, smooth out renewables and…
Some industries can absorb low-cost electricity when renewables are over-generating and avoid high-cost electricity when they are under-generating. The net result can lower electricity costs by 2-3c/kWh and uplift ROCEs…
Can large-scale power transmission smooth renewables’ volatility? To answer this question, this horrible 18MB data-file aggregates 20-years of hour-by-hour solar insolation arriving at four cities in the US (Los Angeles,…
…so we consider 9 low-bleed devices “equivalent” to one intermediate bleed device. Pneumatic devices per well also vary vastly by operator. The best operators have well below 0.5 pneumatic devices…
…a cross-well, adding $0.8M of NPV10 at ($40/bbl oil) (see page 18). (4) DAS levels the playing field, allowing newer basins and smaller operators to derive competitive designs quickly. Without…
…correlates with the recent peak of approval times in 2020-21. This suggests a key reason it is taking more time to approve new inter-connections is that grid operators are backlogged….
…shift, to help smooth out the volatility of renewables? $199.00 – Purchase Checkout Added to cart Data servers store information and execute code to provide specific information in response to incoming requests….
…free cash flow are all discussed on pages 10-16. How wrong were we? In 2017, we heavily caveated our shale forecasts, noting that “world-changing trends are rarely realized in smooth…
…gensets are on pages 17-18. https://thundersaidenergy.com/2024/02/08/global-solar-absorption-spectrum/ https://thundersaidenergy.com/2023/07/20/smooth-operators-who-benefits-from-volatile-power-grids/ Some topics in our research have tended to seem so large and far-reaching that we have struggled to capture all of the implications…
…advantaged in attracting capital, while higher-carbon producers will be penalized with higher capital costs and lower multiples. In order to help you rank different operators, we have assembled a data-file…