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Search results for: โ€œswitchgearโ€

  • Power grids: opportunities in the energy transition?

    Power grids: opportunities in the energy transition?

    Power grids move electricity from the point of generation to the point of use, while aiming to maximize the power quality, minimize costs and minimize losses. Broadly defined, global power grids and power electronics investment must step up 5x in the energy transition, from a $750bn pa market to over $3.5trn pa. But this theme…

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  • Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?

    Energy transition market sizing: hydrocarbon, new energies, capital goods and materials?

    This data-file contains energy transition market sizing analysis, for hydrocarbons, new energies, capital goods and materials in $bn pa, integrating over 1,000 items of energy transition research and our latest roadmap to net zero. In aggregate, energy, materials and transition-related markets double from $25 trn pa to $50 trn pa.

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  • Power electronics: market size in energy transition?

    Power electronics: market size in energy transition?

    We describe c15 problems incurred by industrial and commercial power consumers. Many will require additional investment as renewables replace the large rotating generators of traditional power grids. Hence we see the market for commercial and industrial power electronics trebling from $360bn pa in 2021 to $1trn pa by 2035.

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  • HVDC transmission: leading companies?

    HVDC transmission: leading companies?

    The global HVDC market is $10bn pa, and it might typically cost cโ‚ฌ100-600 M to connect a large and remote renewables project to the grid or run a small HVDC inter-connector. This data-file reviews the market leaders in HVDC, based on 5,500 patents. A dozen companies stand out, with c$40bn of combined revenues from power…

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  • Power grids: global investment?

    Power grids: global investment?

    Global investment into power networks averaged $280bn per annum in 2015-20, of which two-thirds was for distribution and one-third was for transmission. Amazingly, these numbers step up to $600bn in 2030, >$1trn in the 2040s and can be as large as all primary energy investment.

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  • Eaton: breakdown of revenues by product category?

    Eaton: breakdown of revenues by product category?

    Eaton is a power-electronics super-giant, listed in the US, employing 86,000 people, generating $20bn per year of revenues. We have aimed to guess how $20bn pa of net sales is distributed across 200 different product categories. 75% is exposed to power-electronics, with tailwinds in the energy transition.

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  • Diesel power generation: levelized costs?

    Diesel power generation: levelized costs?

    A multi-MW scale diesel generator requires an effective power price of 20c/kWh, in order to earn a 10% IRR, on c$700/kW capex, assuming $70 oil prices and c150km trucking of oil products to the facility. Economics can be stress-tested in the Model-Base tab.

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  • Energy transition companies?

    Energy transition companies?

    This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy transition research, as a useful reference for TSE’s clients. The database summarizes over 3,000 mentions of 1,400 energy transition companies, their size, focus and a summary of our key conclusions, plus links to further research.

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  • Data-centers: the economics?

    Data-centers: the economics?

    The capex costs of data-centers are typically $10M/MW, with opex costs dominated by maintenance (c40%), electricity (c15-25%), labor, water, G&A and other. A 30MW data-center must generate $100M of revenues for a 10% IRR, while an AI data-center in 2024 may need to charge $5/EFLOP of compute.

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  • Industrial cooling: chillers and evaporators?

    Industrial cooling: chillers and evaporators?

    This data-file captures the costs of industrial cooling, especially liquid cooling using commercial HVAC equipment, across heat-exchangers, cooling tower evaporators and chillers. Our base case is that removing 100MW-th of heat has capex costs of $1,000/ton, equivalent to c$300/kW-th, expending 0.12 kWh-e of electricity per kWh-th, with a total cost of 7 c/ton-hour.

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