Cement costs and energy economics?
…can easy “demand shift” to run off a heavy share of renewables in future power grids. Inflation in cement costs could be a challenge in the energy transition. European heat,…
…can easy “demand shift” to run off a heavy share of renewables in future power grids. Inflation in cement costs could be a challenge in the energy transition. European heat,…
…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…
…mysterious reason, energy commentators often like to lump wind and solar together, under the rubric ‘renewables’. Why though? In our view, solar and wind are really about as similar as…
…8c/kWh in Years 25-100. https://thundersaidenergy.com/2022/06/16/levelized-cost-ten-things-i-hate-about-you/ https://thundersaidenergy.com/2023/08/03/renewables-the-levelized-cost-paradox/ What are “Real” Levelized Costs? Some commentators present levelized costs on a ‘real basis’. What this means is that there is an annual escalation…
…of blowing air and compressing CO2 for disposal (pages 9-12). Can DAC demand shift to backstop renewables? Interestingly, we think the costs and energy penalties of decarbonizing hydrocarbons with DAC…
…and excess heat from the oxy-fuelled calcining reaction can demand shift to help backstop (increasingly volatile) power grids (i.e., a ‘smooth operator‘), including amidst the build out of renewables. Another…
…grid-scale storage. Does this unlock a step-change for peak renewables penetration? Or create 3-30x upside for total global Vanadium demand? This 15-page note is our outlook for redox flow batteries….
…help integrate solar and wind into power grids, by absorbing excess generation that would otherwise be curtailed, and then re-releasing the heat later when renewables are not generating. Across the…
…are now being explored (pages 19-21). Overall, thermal energy storage is likely to outcompete other battery types, which matters for integrating renewables and energy markets. $599.00 – Purchase Checkout Added to cart…
…CCS infrastructure. These numbers are dominated by the expansion of the global power grid. And by building out renewables, primarily wind. Another major trend in our analysis is shifting towards…