Cement costs and energy economics?

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,…

Levelized costs: real issues?

real levelized costs

…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…

DAC to the future?

Direct air capture

…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…

Origen Carbon: DAC breakthrough?

Origen DAC technology

…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…

Redox flow batteries: for the duration?

Redox flow batteries

…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….

Thermal energy storage: leading companies?

…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…

Global steel supply-demand model?

Global steel demand

…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…

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