…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,…
…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….
…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…
Solar+battery co-deployments allow a large and volatile solar asset to produce a moderate-sized and non-volatile power output, during c40-50% of all the hours throughout a typical calendar year. This smooth…
…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…
…May, at +/- 15%. And highest at midday in May, when 34MW of excess demand must be absorbed, in our 100MW grid. https://thundersaidenergy.com/2023/07/20/smooth-operators-who-benefits-from-volatile-power-grids EV charging helps to contextualize our demand-shifting…