Energy Efficiency
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Seebeck Effect: are thermoelectrics the next solar?
Solar semiconductors have changed the world, converting light into clean electricity. Hence can thermoelectric semiconductors follow the same path, converting heat into electricity with no moving parts? This 14-page report reviews the opportunity, challenges, efficiency, costs and companies.
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MOSFETs: energy use and power loss calculator?
MOSFETs are fast-acting digital switches, used to transform electricity, across new energies and digital devices. MOSFET power losses are built up from first principles in this data-file, averaging 2% per MOSFET, with a range of 1-10% depending on voltage, switching, on resistance, operating temperature and reverse recovery charge.
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Energy Recovery Inc: pressure exchanger technology?
Pressure exchangers transfer energy from a high-pressure fluid stream to a low-pressure fluid stream, and can save up to 60% input energy. Energy Recovery Inc is a leading provider of pressure exchangers, especially for the desalination industry, and increasingly for refrigeration, air conditioners, heat pump and industrial applications. Our technology review finds a moat.
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LEDs: seeing the light?
Lighting is 2% of global energy, 6% of electricity, 25% of buildings’ energy. LEDs are 2-20x more efficient than alternatives. Hence this 16-page report is our outlook for LEDs in the energy transition. We think LED market share doubles to c100% in the 2030s, to save energy, especially in solar-heavy grids. But demand is also…
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LED lighting: leading companies in LEDs?
20 leading companies in LED lighting are compared in this data-file, mostly mid-caps with $2-10bn market cap and $1-8bn of lighting revenues, listed in the US, Europe, Japan, Taiwan. Operating margins averaged 8% in 2022, due to high competition, fragmentation and inorganic activity. The value chain ranges from LED semiconductor dyes to service providers installing…
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AirJoule: Metal Organic Framework HVAC breakthrough?
Montana Technologies is developing AirJoule, an HVAC technology that uses metal organic frameworks, to lower the energy costs of air conditioning by 50-75%. The company is going public via SPAC and targeting first revenues in 2024. Our AirJoule technology review finds strong rationale, technical details and challenges.
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Omniscience: how will AI reshape the energy transition?
AI will be a game-changer for global energy efficiency, saving 10x more energy than it consumes directly, closing ‘thermodynamic gaps’ where 80-90% of all primary energy is wasted today. Leading corporations will harness AI to lower costs and accelerate decarbonization. This 19-page note explores opportunities.
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EROEI: energy return on energy invested?
EROEI is the best metric for comparing end-to-end energy efficiencies. Wind and solar currently have EROEIs that are lower and ‘slower’ than today’s global energy mix; stoking upside to energy demand and capex. But future wind and solar EROEIs could improve 2-6x. This 13-page report explores whether this will be the make-or-break factor determining the…
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Energy efficiency: a riddle, in a mystery, in an enigma?
Projections of future global energy demand depend on energy efficiency gains, which are hoped to step up from 1% per year since 1970, to above 3% per year to 2050. But there is a problem. Energy efficiency is vague. And hard to measure. This 17-page note explains why we are worried that global energy demand…
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Prime movers: efficiency of power generation over time?
How has the efficiency of prime movers increased across industrial history? This data-file profiles the continued progress in the efficiency of power generation over time, from 1650 to 2050e. As a rule of thumb, the energy system has shifted to become ever more efficient over the past 400-years.
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