Power distribution: the economics?
Power distribution costs to residential, commercial and industrial consumers are estimated at 3.5 c/kWh in this model, to generate a 10% levered return, in a 5km x 10MW distribution line,…
Energy research in the age of AI?
…the rise of AI, and how it will change the energy industry: unlocking new step-changes in industrial efficiency, next-gen DAC or autonomous vehicles; while re-exciting gas generation, compounding grid bottlenecks,…
Floating LNG: do the costs work?
…risk is ‘uptime’. This file contains our workings; including cost-estimates across 17-categories, such as compressors, heat-exchangers, vessel-costs, et al. Costs are compared for smaller-scale and onshore plants in later tabs….
Oxycombustion: economics of zero-carbon gas?
Oxycombustion is a next-generation power technology, burning fossil fuels in an inert atmosphere of CO2 and oxygen. It is easy to sequester CO2 from its exhaust gases, helping heat and…
Shell drives LNG in transport?
…over-heating and potentially damaging components such as piston crowns and exhaust valves. Shell’s improvements: a sub-cooler To support LNG’s ascent in transportation, Shell has been the most active Major in…
Decarbonise Downstream?
…to capital. Pages 4-6 decompose the sources of CO2 emissions across a typical refinery, process-by-process; as a function of heat, utilities and hydrogen. Page 7-8 outline small opportunities to improve…
Renewables: share of global energy and electricity by country?
…here and region by region forecasts here). Electricity comprises 36% of total useful energy, with c30,000 TWH generated in 2023, and the remainder is for heat, motion, materials. Electricity’s 36%…
Green hydrogen: the economics?
…above $1,000/ton when compared against a baseline of using $3-10/mcf natural gas. In our view, based on studying heat engines, converting from electricity back into a fuel is the thermodynamic…
Renewable diesel: the economics?
…the data-file. Economics can be disaggregated as a function of feedstocks, feedstock:product ratios, heat inputs, gas prices, electricity consumption per gallon, electricity prices, utilization rates, capex costs, other opex costs,…
Phase change materials: technology leaders?
Phase change materials are an emerging materials class, which can store and release heat (or coldness) as they change beween solid and liquid phases. Our recent research finds they can…