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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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Leading companies in transformer monitoring?
Leading companies in transformer monitoring, and broader substation monitoring around the T&D network, are screened in this data-file. Real-time sensors and AI may reduce unplanned outages and repair costs by 30-60%, while most optimistically, high-quality monitoring can help flow 15% more power through existing infrastructure.
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