…transformers, transistors, harmonic filters, capacitors, reactive power. https://thundersaidenergy.com/2023/05/25/power-grids-down-to-the-wire/ The new age of volatility due to renewables, geopolitics, politics, policies. https://thundersaidenergy.com/2024/01/11/energy-market-volatility-climate-change/ Latest views on global energy, solar innovation, wind recalibration, nuclear, grid bottlenecks, shale and how AI…
…Australian power grid shows a sharp drop in the middle of the day, to accommodate solar, while these plants then ramp sharply in the evening, in extremis ramping up to…
The levelized cost of partial electricity (LCOPE) is very different from the levelized cost of total electricity (LCOTE). This 21-page note explores the distinction. It suggests wind and solar will…
Heliogen has set a new record for concentrated solar power in November 2019, generating >1,000C temperatures from an array of c370 hexagonal mirrors, which are precisely controlled using computer vision….
…likely to transpire. Renewable energy is exploding. Our model of wind and solar capacity additions is linked here and discussed here. In our roadmap to net zero, solar more than…
…increasing the sizes of storage tanks to increase flexibility. Volatility is also growing in the global energy system, which may allow owners of midstream infrastructure to generate excess returns in…
Today’s power grids fire up peaker plants to meet peak demand. But the grid is changing rapidly. Hence this 17-page report outlines the economics of gas peaker plants. Rising volatility…
…all of these commodities is aggregated in the index above. Aggregate commodity prices had fallen by 50% from 1800 to 1900, interspersed by volatility associated with wars (e.g., the US…
…shift, to help smooth out the volatility of renewables? $199.00 – Purchase Checkout Added to cart Data servers store information and execute code to provide specific information in response to incoming requests….
…2023, average gas prices had moderated to $6/mcf globally, but the inter-quartile range remains elevated at $2-10/mcf. There are also signs of structurally higher volatility, both between geographies and within…