Turbochargers: leading companies?
…coolant to EV batteries. BorgWarner notes that the content opportunity for light vehicles rises by almost 5x in a BEV. Likewise, Valeo which is most exposed to electrification of the…
US power generation under development over time?
…The re-acceleration of natural gas projects also supports our outlook on US natural gas and our outlook on gas turbines. We will continue updating this data-file over time. https://thundersaidenergy.com/2024/10/24/solar-plus-batteries-the-case-for-co-deployment/ https://thundersaidenergy.com/2024/10/24/us-natural-gas-the-stuff-of-dreams/…
Global electricity: by source, by use, by region?
…vehicles, CCS and within batteries. But the largest growth in absolute terms, at +10,000 TWH pa, is in producing metals and materials for the energy transition. Rising living standards are…
Semiconductors: outlook in energy transition?
…electric vehicles, as it is traction inverters that convert the direct current from batteries into high-frequency AC current, to drive electric motors. Similar semiconductors can be used to drive other…
Duck curves: US power price duckiness over time?
…show a more volatile pattern for CAISO, with strong seasonal effects, and more volatility. Perhaps duckiness has also been muted by a large battery build-out, doubling every year, with batteries…