Desalination by reverse osmosis: the economics?
…projects and technical papers, in order to give a breakdown of desalination costs. An angle that excites over desalination costs is the possibility for demand shifting, as electricity is a…
Renewables: how much time to connect to the grid?
…do think the terms of trade are shifting in favor of grid operators, power electronics, transmission infrastructure, developers that can use their own power and consumers that can demand shift….
Cement costs and energy economics?
…can easy “demand shift” to run off a heavy share of renewables in future power grids. Inflation in cement costs could be a challenge in the energy transition. European heat,…
Redox flow batteries: for the duration?
…that renewables have a volatile generation profile, which requires building backups, demand shifting, larger power grids, and energy storage. Flow batteries are fundamentally different from lithium batteries. They store and…
Chlor-alkali process: the economics?
…cash cost, under our base case assumptions. CO2 intensity is 0.5 tons of CO2 per ton of product. Interestingly, chlor-alkali plants may be able to demand shift, cutting 20-30% of…
Hydrogen: overview and conclusions?
The best opportunities for hydrogen in the energy transition will be to decarbonize gas at source via blue and turquoise hydrogen, displacing ‘black hydrogen’ that currently comes from coal, and…
DAC to the future?
…of blowing air and compressing CO2 for disposal (pages 9-12). Can DAC demand shift to backstop renewables? Interestingly, we think the costs and energy penalties of decarbonizing hydrocarbons with DAC…
Origen Carbon: DAC breakthrough?
…and excess heat from the oxy-fuelled calcining reaction can demand shift to help backstop (increasingly volatile) power grids (i.e., a ‘smooth operator‘), including amidst the build out of renewables. Another…
Mining: crushing, grinding and comminution costs?
…sector can smooth our volatile power grids by demand shifting. Please download the data-file to stress-test mining crushing-grinding costs, across capex, opex, maintenance, labor, electricity prices, CO2 prices, uptime &…
Power grids: when will wind and solar peak?
…lower? Admittedly, our methodology makes some important simplifications, and further nuances are discussed on pages 10-12. Ultimately, including demand shifting and thermal storage, we predict that wind and solar will…