…and solar into power grids. We are upgrading our renewables ceilings from 40% to 50%. This 22-page note outlines the growing opportunity in demand shifting. $499.00 – Purchase Checkout Added to cart…
…flex. The calculations are based on Monte Carlo simulations using real-world data on wind and solar volatility, which dictates the curtailment rate of renewables and the utilziation rates of batteries…
…have become customary in solar tenders. Hence, we reviewed 37 distinct solar patents filed across the Oil Majors in 2018. Three ‘leaders’ stood out, each pursuing a different technology strategy…
…than any other solar cells, since the first examples were tested in 2009. There is now line-of-sight to reach 2x higher efficiency than today’s solar cells (c17%), for lower costs….
Shoals Technologies Group manufactures electrical balance of system solutions for solar energy projects, focused on promoting reliability, safety and ease of installation. The company went public in January-2021, raising $1.9bn…
…of solar modules and a 20%/decade increase in electrification. Although our own models see a more muted 2-5x further growth in solar capacity additions through 2030-50. In practice, however, there…
…construct than solar plants (per unit of ultimate generation, e.g., in kWh). The solar chart below is also more finely balanced through the mid-2020s, because solar additions are still accelerating…
…CO2 intensity of 3.0 tons/ton. EVA comprises around 5% of the mass of a solar panel and could be an important solar bottleneck. $449.00 – Purchase Checkout Added to cart Ethylene vinyl…
Net 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…
HJT solar modules are accelerating, as they are highly efficient, and easier to manufacture. But HJT could also be a kingmaker for Indium metal, which is used in transparent and…