the research consultancy for energy technologies
…or down. https://thundersaidenergy.com/2023/11/16/renewable-heavy-grids-dividing-the-pie/ For longer-duration renewables volatility, hydro may be a less effective backstop, however. Especially for solar. The availability factors of hydro follow a clear annual pattern, ranging from…
…at other points in the past, albeit we think LNG will surprise to the upside and there is growing value in volatility, per page 10. The most mentioned companies in…
This 14-page note lays out our top ten predictions for global energy in 2023. Brace yourself for volatility, a possible recession due to energy shortages, and deepening bottlenecks on accelerating…
…This is helpful for informing our solar economic models. The numbers match our findings from assessing real-world solar volatility. A fantastic resource that helped us with the equations is pveducation.org….
…an increasing risk of blowing ‘investment bubbles’ (pages 2-4) (2) Renewables’ grid volatility is also reaching new levels, creating a new opportunity to absorb excess power supplies (pages 5-7) (3)…
…completing 1.22 wells for every well drilled (DUC drawdown) at an initial production rate of 680bpd (IP30 basis), but liquids production has actually declined, especially during the volatility of the…
…gas in the energy transition and LNG in the energy transition. We also have a separate data-file capturing the economics of gas peaker plants, which better reflects electricity pricing volatility….
…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…
…2-4 illustrate the volatility of wind and solar generation at today’s grid penetration, providing rules of thumb around intermittency. Pages 5-6 illustrate the strange consequences once renewables surpass 25% of…
…inputs, with high second-by-second volatility. As a rule of thumb, a 5-10% annual degradation rate raises levelized cost by $1/kg. And our data-file aggregates results from technical papers to substantiate…