Search results for: “industrial heat”
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Seebeck Effect: are thermoelectrics the next solar?
Solar semiconductors have changed the world, converting light into clean electricity. Hence can thermoelectric semiconductors follow the same path, converting heat into electricity with no moving parts? This 14-page report reviews the opportunity, challenges, efficiency, costs and companies.
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Bill of materials: electronic devices and data-centers?
Electronic devices are changing the world, from portable electronics to AI data centers. Hence what materials are used in electronic devices, as percentage of mass, and in kg/kW terms? This data-file tabualates the bill of materials, for different devices, across different studies.
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Oklo: fast reactor technology?
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 technology absorbs high energy neutrons in liquid metal and targets ultimate costs of 4c/kWh. What details can we infer from assessing Oklo’s patents, and can…
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Electricity demand for electric vehicles?
Global electricity demand for electric vehicles will rise from 120TWH in 2024 to 500 TWH in 2030 and 3,300 TWH in 2050, ultimately adding 11% upside to today’s global electricity demand, as part of our roadmap to net zero. This data-file quantifies electricity demand for EVs by region and over time, including data into the…
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Kraken Technologies: smart grid breakthrough?
Kraken Technologies is an operating system, harnessing big data across the power value chain, from asset optimization, to grid balancing, to utility customer services. We reviewed ten patents, which all harness big data, of which 65% optimize aspects of the grid, and 40% are using AI. This supports the deployment of distributed energy, renewables and…
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Cool concept: absorption chillers, data-centers, fuel cells?!
Absorption chillers perform the thermodynamic alchemy of converting waste heat into coolness. Interestingly, their use with solid oxide fuel cells may have some of the lowest costs and CO2 for powering and cooling AI data-centers. This 14-page report explores the opportunity, costs and challenges.
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Australia energy supply-demand model?
Australia’s useful energy consumption rises from 820TWH pa in 2023, by 1.2% pa 1,100 TWH pa in 2050. As a world-leader in renewables, it makes for an interesting case study. This Australia energy supply-demand model is disaggreated across 215 line items, broken down by source, by use, from 1990 to 2023, and with our forecasts…
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Smart Wires: grid capacity breakthroughs?
This Smart Wires technology review finds that Static Synchronous Series Compensators (SmartValve) and dynamic line rating software (SUMO) can increase throughput along existing transmission lines by 20-100%+. The patents confer a visible moat around SmartValve and focus on improving electrical performance reducing deployment costs.
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Waste-to-energy: levelized costs of electricity?
A typical waste-to-energy plant, without subsidies, must charge 16c/kWh to generate a 10% IRR off of c$7,000/kW in capex costs, plus another 14c/kwh-equivalent of revenues from avoided landfilling and metals recovery. This economic model covers waste-to-energy levelized costs of electricity.
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Poly Vinyl Chloride: the economics?
This data-file estimates the cost of PVC production and the cost of VCM production, from first principles, based on capex, input materials, heat, electricity, labor and other opex. As a rule of thumb, 10% IRRs require c$900/ton PVC and c$750/ton VCM, and PVC will embed around 2 tons of CO2 per ton of PVC. Numbers…
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