…controversies are visibly emerging around the powering of electrolysers (from the broader grid, rather than just from renewables), for use of the hydrogen and for delivery of ambitious, early-stage projects….
…Checkout Added to cart Pages 2-3 explain Moore’s Law for renewables: why it matters for the new energies industry, and why sustained, exponential improvements must hinge upon positive feedback loops….
…well-supported grid falls over. The increasing share of renewables in the grid is also going to increase the odds of extreme events that sway energy balances by +/-2%, becoming 250x…
…than hardware (c20%). What surprised us about the patents is that they are mostly focused on smoothing short-term, second-by-second, minute-by-minute volatility caused by increasing renewables deployment (70%). Not moving excess…
Form Energy is developing long-duration energy storage to backstop renewables. The company is based in Massachusetts, has 130 employees and was founded in 2017 by a former lead from Tesla’s…
A transformer is needed to step the voltage up or down at every inter-connection point in the grid. Hence this 14-page note explores how renewables and EVs will expand future…
This 14-page note lays out a new model to supply fully carbon-neutral energy to a cluster of commercial and industrial consumers, via an integrated package of renewables, low-carbon gas back-ups…
…improvements. They suggest a transition is underway to becoming a broad power-electronics company for solar-battery heavy grids, amidst the build-out of renewables. Another major theme was performing increasing levels of…
…each $1 dis-invested from fossil fuels must be replaced with $25 in renewables, to add the same new energy supplies. Future energy capex requirements are staggering. These are the conclusion…
…technically ready. The resulting energy mix and costs for the global economy are spelled out on pages 7-8, including changes to our long-term forecasts for oil, gas, renewables and nuclear….