Wind and solar: what CO2 abatement costs of renewables?
…renewables, in different contexts and at different grid penetrations. Our own estimate is that solar and wind can reach 40% of the global grid for a $60/ton average CO2 abatement…
Ramp Renewables? Portfolio Perspectives.
It is often said that Oil Majors should become Energy Majors by transitioning to renewables. But what is the best balance based on portfolio theory? Our 7-page note answers this…
Renewables: can they ramp up faster?
…ten bottlenecks that set the ‘upper limit’ on renewables’ capacity additions. Seven value chains will tighten enormously in the coming years. Paradoxically, however, ramping renewables could exacerbate near-term energy shortages….
Renewables: the levelized cost paradox?
…Renewables reduce grid utilization rates because their load factors are low and their output is volatile. Unit costs rise when fixed costs are spread across lower utilization. Some countries that…
Ramping Renewables: Portfolio Perspectives?
It is often said that Oil Majors should transition to renewables and become Energy Majors. But what is the best balance based on modern portfolio theory? Our 7-page paper answers…
A new case for gas: what if renewables get overbuilt?
Overbuilding renewables may have unintended consequences, making power grids more expensive and less reliable. Hence more businesses may choose to generate their own power behind the meter, installing combined heat…
Shifting demand: can renewables reach 50% of grids?
…route to fit more wind and solar into power grids. We are upgrading our renewables ceilings from 40% to 50%. This 22-page note outlines the growing opportunity in demand shifting….
Land prices: an overview for renewables and reforestation?
The purpose of this data-file is to estimate the cost of land, which matters for renewables and reforestation projects, but also amidst rising inflation. Our main conclusion from trying to…
Back-stopping renewables: the nuclear option?
Nuclear power can backstop much volatility in renewables-heavy grids, for costs of 15-25c/kWh. This is at least 70% less costly than large batteries or green hydrogen, but could see less…
Back-stopping renewables: the nuclear option?
…wind and solar developed overall. This 13-page note reviews how flexibility in nuclear power can backstop renewables, and sees nuclear growth accelerating. $449.00 – Purchase Checkout Added to cart Four types of…