Grid capacity: a wolf at the door?
…(in the chart above). Data-centers are like wolves at the door. Capacity prices must rise. This boosts gas plants, grid-scale batteries and non-regulated utilities? $599.00 – Purchase Checkout Added to cart US…
…(in the chart above). Data-centers are like wolves at the door. Capacity prices must rise. This boosts gas plants, grid-scale batteries and non-regulated utilities? $599.00 – Purchase Checkout Added to cart US…
…CNG trucks, LNG trucks, electric trucks and hydrogen trucks (chart below). Electric trucks with 4-6 ton batteries, and 700-1,000km ranges, likely cost $110-170k more (i.e., 2x) than a typical diesel…
The energy transition technologies are aggregated in this data-file, scoring their economics, technical readiness, and decarbonization potential, as assessed apples-to-apples across all of Thunder Said Energy’s energy transition research. $999.00 – Purchase…
…hard to decarbonize due to limits on the energy density of lithium ion batteries and myriad issues with hydrogen-based fuels. Non-OECD oil demand has risen from 35Mbpd in 2005 to…
…here). The other c20% of the world’s hydrogen is spread across an amazingly broad set of use cases: purifying many of the metals used in lithium ion batteries; hydrogenating fats to…
It is widely believed that electric vehicles will destroy fossil fuel demand. We find EVs will increase fossil fuel demand by 0.7Mboed from 2020-35. EVs only start lowering net fossil…
We presented our ‘Top Ten Themes for Energy in the 2020s’ to an audience at Yale SOM, in February-2020. The audio recording is available below. The slides are available to…
This data-file tracks over 6,000 patents filed into battery recycling technology, focusing in on 1,800+ post-2010, Western-filed patents. This matters as annual battery disposal requirements will ramp up to over 250kTpa…
…Wh/kg, while batteries today are 250 Wh/kg and will at best reach 1,250 Wh/kg (data here). We have evaluated sustainable aviation fuels, such as renewable jet, biogas-to-liquids, bio-ethanol-to-jet and e-fuels,…
…Checkout Added to cart Lithium batteries are most actively researched, with 8,300 patents filed in 2019 ex-China. Autonomous vehicles and additive manufacturing technologies are accelerating fastest, with 10-year patent filing…