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…
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…
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…
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,…
Long-duration storage: dirtier than gas peakers?
…increased to 60% with demand shifting and some sensible deployments of batteries, which mainly do intra-day load shifting. But pushing renewables beyond this level will incur astronomical costs. https://thundersaidenergy.com/2023/11/30/power-grids-when-will-wind-and-solar-peak/ The…
Grid capacity: a wolf at the door?
…attempted to quantify the necessary increases. This will flow through to the cash margins of gas turbines, nuclear facilities, grid-scale batteries, demand shifting contracts and non-regulated utilities, per pages 16-17….
Electrowinning: costs and energy economics?
…mining processes, which are increasingly important for energy transition. Interesting, we also think almost all of these mining technology can smooth our volatile power grids by demand shifting. We have…
Mining: crushing, grinding and comminution costs?
…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 & utilization…
Good Batteries vs Bad Batteries?
…where the gas turbines have a “sweet spot” of maximum efficiency. Battery storage allows Conoco to avoid low-efficiency turbine usage, which will will cut emissions by 20%. Demand shifting, in…