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…
…fast large LNG projects ramp up? Month-by-month ramp-ups of different LNG facilities are plotted above, where we can get the data, as an excerpt from our LNG supply-demand model. https://thundersaidenergy.com/downloads/long-term-lng-supply-model/…
…struggling to secure this from the grid. The best metric is the Levelized Cost of Total Electricity (page 11). https://thundersaidenergy.com/2023/11/16/renewable-heavy-grids-dividing-the-pie/ Energy savings behind the meter also become more valuable, especially…
…grid bottlenecks, as outlined on pages 12-13. https://thundersaidenergy.com/2024/03/07/power-grids-the-biggest-bottleneck-in-the-world To contextualize the growth that lies ahead, we have compiled data on US power generation installations, year by year, technology by technology,…
…computation. Of course, in 17-pages, we can only really scratch the surface, but we do think the report illustrates why computing efficiency will improve by 2-50x by 2030, and total…
…For now, some further reading is the energy history of WWII. And our key conclusions on decarbonization versus defence are in this 10-page note. $499.00 – Purchase Checkout Added to cart https://thundersaidenergy.com/2022/03/03/oil-and-war-ten-conclusions-from-wwii…
…notes and charts are in backup tabs of the data-file comparing advanced conductors versus ACSR. Advanced conductors help to resolve grid bottlenecks per our recent research into advanced conductors. https://thundersaidenergy.com/2024/05/09/advanced-conductors-current-affairs…
…Reinforced (ACSR) with composites such as carbon fiber. Properties of Advanced Conductors versus ACSR and economic costs are on pages 9-13. https://thundersaidenergy.com/downloads/advanced-conductors-versus-acsr-costs-and-companies Materials implications? Carbon fiber is a miracle material,…
Oklo is a next-generation nuclear company, based in California, recently going public via SPAC at a $850M valuation, backed by Sam Altman, of Y-Combinator and OpenAI fame. Oklo’s fast reactor…
…and ultimately IRR sensitivities for the costs of transformers (page 11). https://thundersaidenergy.com/downloads/transformers-companies-and-costs If we follow other materials that matter in the energy transition — e.g., lithium, solar modules — then…