Search results for: “cooling chiller”
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Thermoelectrics: leading companies and products?
Thermoelectric devices convert heat directly into electricity, or conversely provide localized cooling/heating by absorbing electricity. This data-file screens leading companies in thermoelectrics, their product specifications, applications and underlying calculations for thermoelectric efficiency.
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Data-centers: the economics?
The capex costs of data-centers are typically $10M/MW, with opex costs dominated by maintenance (c40%), electricity (c15-25%), labor, water, G&A and other. A 30MW data-center must generate $100M of revenues for a 10% IRR, while an AI data-center in 2024 may need to charge $5/EFLOP of compute.
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Refrigerants: leading chemicals for the rise of heat pumps?
This data-file is a breakdown of c1MTpa of refrigerants used in the recent past for cooling, across refrigerators, air conditioners, in vehicles, industrial chillers, and increasingly, heat pumps. The market is shifting rapidly towards lower-carbon products, including HFOs, propane, iso-butane and even CO2 itself. We still see fluorinated chemicals markets tightening.
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Cool customers: AI data-centers and industrial HVAC?
Chips must usually be kept below 27ยบC, hence 10-20% of both the capex and energy consumption of a typical data-center is cooling, as explored in this 14-page report. How much does climate matter? What changes lie ahead? And which companies sell into this soon-to-double market for cooling equipment?
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Building automation: energy savings, KNX case studies and companies?
High-quality building automation typically saves 30-40% of the energy needed for lighting, heating and cooling a building. This matters amidst energy shortages, and reduces payback times on $100-500k up-front capex. This data-file aggregates case studies of KNX energy savings, and screens 70 companies, from Capital Goods giants to private pure-plays.
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Average home sizes: living space per person?
Average home sizes matter for overall residential energy demand, heating and cooling demand. Hence the purpose of this data-file is to aggregate average home sizes by country, then translate the data into living space per capita. A good rule of thumb is that each $1k pp pa of GDP translates one-for-one into 1m2 pp pa…
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Peak loads: can batteries displace gas peakers?
Peak loads in power grids are caused by heatwaves (in the US) and cold snaps (in Europe), which last 2-14 days. This 16-page report finds that very large batteries would be needed to ride through these episodes, costing 2-20x more than gas peakers. But the outlook differs interestingly between the US vs Europe.
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Global heat pump sales by country?
Global heat pump sales by country are tabulated in this data-file, for 14 countries/regions. Developed world heat pump sales rose at an 11% CAGR over the decade since 2012, reaching 7M units sold in 2022, but then unexpectedly fell by -10% in 2023, including YoY declines in 7 out of the 14 countries we are…
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Semiconductors: outlook in energy transition?
Semiconductors are an energy technology. And they are transforming the future global energy complex, across AI, solar, electric vehicles, LEDs and other new energies. This short article summarizes our outlook for semiconductors in energy transition, and resultant opportunities across our work.
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