…transition’, clearly, definitively, is a lack of energy investment, especially renewables and natural gas. Shortly followed by greater efficiency initiatives in the West (pages 10-11). Our conclusions and questions over…
…an overview of economic ratios from different models across conventional power, renewables, conventional fuels, lower-carbon fuels, manufacturing processes, infrastructure, transportation and nature-based solutions, please see our article here. $199.00 – Purchase Checkout…
…0.85Mbpd (chart below). Overall this data-set confirms our fears that renewables, EVs and other new energies would all need to ramp about 2-4x faster than their likely run-rate in the…
…taken from 20 prior projects, a granular bottom-up estimate and published disclosures from industry-leader Vopak. And they are around 97% lower, on a per-kWh basis, than the best renewables-battery storage…
…HVDCs are going to be among the most economical options to back-stop renewables, costing 2-3c/kWh per 1,000km, and 2-3% per 1,00km trasnmission losses of long distance power lines (note here)…
Electricity transmission matters in the energy transition, integrating dispersed renewables over long distances to reach growing demand centers. This 15-page note argues future transmission needs will favor large HVDCs in…
…zero’ scenario. Alternatively, might China ramp its coal to cure energy shortages, especially as Europe bids harder for renewables and LNG post-Russia? Today’s note presents our ‘top ten’ charts on…
…renewables will see large rotating turbines (especially coal) replaced with distributed generators that inherently offer no reactive power (wind and solar). This is not a “problem”. It simply requires conscious…
…similar. $399.00 – Purchase Checkout Added to cart We have aimed to evaluate the leading companies in these evolving FACTS opportunities, stabilizing the voltage and reactive power of renewables, especially wind projects….
…their electricity consumption in times when renewables are not generating. You can stress-test chlor-alkali process economics in the data-file. To read more about the chlor-alkali process, please see our article…