…lack of inertia, reactive power and fault current (notes below). https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/downloads/power-electronics-problems-and-solutions/ A final issue with wind and solar is that they may see some inflation in their future costs….
…point to inflation, industrial leakage and slipping global climate goals. But there may be a few glimmers of opportunity in LNG, nuclear and efficiency technologies. $399.00 – Purchase Checkout Added to cart…
…around energy transition. Inflation is seen reaching double-digit levels in 2022, if we are in an energy crisis. Recession has also followed 60% of past energy crises. Rate rises would…
…upside for specific raw materials. Recent raw material inflation has already increased transformer costs c12% in 2021. Deploying more renewables will create mild inflation in transformer costs (in c/kWh) for…
Perceptions in the energy transition are likely to change in 2022, amidst energy shortages, inflation and geopolitical discord. The biggest change will be a re-prioritization of US LNG. At a…
…credits under the US Inflation Reduction Act? $599.00 – Purchase Checkout Added to cart Methodology. As far as we are aware, there is no publicly available database of US hydrogen production by…
…as our recent work finds that inflation could de-rail high-cost transition pathways (note below). We conclude that CO2 prices can be very powerful. But to be cost-effective, they must genuinely…
…outlook for US corn ethanol is laid out on pages 4-5, including typical costs, CO2 intensity, feedstock inflation and possible impacts on the gasoline market. We wonder whether world events,…
There is an economic paradox where shifting towards lower cost supply sources can cause inflation in the total costs of supply. Renewable-heavy grids are subject to this levelized cost paradox,…
…cells, which will take some sting out of solar re-inflation, tighten silver bottlenecks and may further entrench China’s solar giants. $499.00 – Purchase Checkout Added to cart This report starts with our…