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Enphase: GaN microinverter technology?
Enphase is a global leader in microinverters. In 2026, it released its first GaN-based microinverter, reducing weight by 25% and volume by 35%. Specific innovations come out in the patents and suggest more radical changes lie ahead, for even more power dense microinverters based on cycloconverter topologies. But does this confer any kind of edge…
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Gas turbine component manufacturers?
Leading gas turbine component manufacturers are tabulated in this company screen. 20 companies produce almost $5bn pa of precision-made vanes, blades, rings and ancillaries for gas turbines, at 17% EBIT margins, but a diversified manufacturing footprint that often overlaps with other aerospace applications. What implications?
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Grid connection costs: wind, solar, power, data centers?
Cost of grid connection is shaping up to be a major bottleneck for the continued acceleration of new energies. A good baseline is to expect $100-300/kW of grid inter-connection costs, or $3-10/kW-km, over a typical distance of 10-70 km. But the requirement to fund network upgrade costs can push grid connections to cost more than…
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Solar costs: a breakdown over time?
Solar costs have deflated by 70% in the past decade to $800/kW in 2025. 60% has been the scale-up to mass manufacturing, and 40% has been rising efficiency of solar modules. Doubling the efficiency, and thereby the output of solar modules, can halve costs again.
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Data centers in space: the final frontier model?
Data centers in space are a cool science fiction concept. This 17-page report explores how they would work. We think the costs will be 2x higher than Earth-based AI data centers. Amidst many logistical challenges, the biggest potential show-stopper is space debris, given the size of the structures, especially their solar arrays.
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Gas turbine breakdown by component?
A large industrial gas turbine contains over 100,000 components. This data-file breaks down a gas turbine by component, across 45 component types, explaining what each component does, estimating its typical mass (in kg), its typical cost (in $/kW and $/kg) and how it is manufactured.
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Piling works: anchoring construction costs?
Piling works involve driving long vertical shafts into the ground, which will anchor and support a structure. The costs of piling works can run to $20-200/m, as captured in this data-file, to generate a return and cover the costs of piling operations.
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AI for materials development: case studies?
How is AI affecting materials development? This Excel data-file tabulates 20 recent case studies, across pharmaceuticals, solar, batteries, CCS, plastics, semiconductors, superalloys and superconductors. We conclude AI is a step-change for improved materials development, it is happening now and it is commercially relevant.
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Costs of space launch: satellites, rockets and fuel?
The cost of low-Earth orbit satellites has declined at about 5-10% pa, since the year 2000. A satellite costs $100,000-200,000/kg. Launch costs are now $1,000-10,000/kg, although the scatter is broad, and potentially higher for small payloads on low-utilization rockets. Within that, fuel costs are around $10/kg. This data-file captures the costs of space launch.
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DC-DC power converters: efficiency calculations?
DC-DC power converters are used to alter the voltage in DC circuits, such as in wind turbines, solar MPPT, batteries and digital/computing devices. This data-file is a breakdown of DC-DC power converters’ electrical efficiency, which will typically be around 95%. Losses are higher at low loads. We think there will be upside for increasingly high-quality…
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