…they are the basis for solar inverters, wind converters, electric vehicle traction inverters, AC-DC rectifiers, other DC-DC converters, the power supplies to data-servers, AI and other digital devices. Transistors are…
…oil, gas, coal, nuclear, hydro, wind and solar, biomass and other. A breakdown of global energy demand is more challenging. But we have slowly been building up a library of…
…high-voltage transmission network is discussed on pages 9-12. The crucial conclusion is that interconnecting large new loads — wind, solar, data-centers, electric vehicles, etc — pulls on the entire network,…
…weeks to 1-3 years. Prices have risen by 70%. We are concerned about power grid bottlenecks, powering the rise of AI, long interconnection times for wind and solar, and delays…
…US gas market conclusions are summarized on pages 9-10. Pure wind and solar value chains cost an order of magnitude more, when they are required to generate round-the-clock power (defined…
…ramped up its oil production by 3x, its gas production by 2x and now also produces 5% of its energy from new energies such as wind and solar. This means…
In 2018, we reviewed 250-years of energy transitions, arguing that another great energy transition is now on hand. It will occur over the next century. Thus for another hundred years,…
Fears over the energy transition are now restricting investment in fossil fuels, based on our new paper, published in conjunction with the Oxford Institute for Energy Studies, linked here. They…
…Blending more wind, solar, nuclear or hydro into the plant’s electricity supply directly lowers Scope 1&2 CO2 intensity, often below 5-10 kg/boe. e-drive LNG facilities are already in existence. Equinor’s…
Energy transition is underway. Or more specifically, five energy transitions are underway at the same time. They include the rise of renewables, shale oil, digital technologies, environmental improvements and new…