the research consultancy for energy technologies
…power grids research). Our recent research explores $2trn of medium-term upside for capital goods companies as a result of electrification in the energy transition. What share for wind and solar?…
…up to 13% higher range than today’s inverters, especially for use in EV powertrains; but also in wind, solar, batteries and fast-chargers. It is based on SiC semiconductors. This Hillcrest…
DC-DC power converters are used to alter the voltage in DC circuits, such as in wind turbines, solar MPPT, batteries and digital/computing devices. This data-file is a breakdown of DC-DC…
…double these countries’ investment rates. Reinvesting in wind, solar, electrification avoids higher carbon fuels and deforestation for firewood. Reinvesting in timber value chains maximizes CO2 permanence and value. This 13-page…
…transmission is needed to build out wind and solar? Using our rules of thumb above, each 1 GW of new, utility-scale renewables might warrant constructing or upgrading around 500 km…
…needs. This may augur favorable for rooftop solar, gas turbines, CHPs, storage or diesel gen-sets. These interpretations also present a challenge in the energy transition, which is that price-sensitive countries…
…average metal and material sees demand grow 3-30x in the energy transition, due to the growth of wind, solar, electric vehicles and batteries, and the current use factors in those…
…boost efficiency of gas turbines and jet engines by around 5pp, mainly via improved materials (pages 9-10). How will AI reshape renewables? We think the efficiency of solar can double…
…blades) or polyester (for textiles and solar backsheets), or AI chips, or any of the other metals and materials that explain 40% of all global CO2 emissions; and are needed…
…of wind and solar, but +0.2% pa due to the switching back from lower-carbon to higher-carbon hydrocarbons. We highlight some key conclusions and forecasts on each of these attribution categories…