Search results for: “"power electronics" switchgear filters capacitors “
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Offshore wind: levelized costs?
This model estimates the levelized cost of offshore wind at 13c/kWh, to generate a 7% IRR off of capex costs of $4,000/kW and a utilization factor of 40-45%. Each $400/kW on capex adds 1c/kWh and each 1% on WACC adds 1.3 c/kWh to offshore wind levelized costs.
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CCS absorbers: unit sizing and residence times?
Post-combustion CCS plants flow CO2 into an absorber unit, where it will react with a solvent, usually a cocktail of amines. This data-file quantifies operating parameters for CCS absorbers, such as their sizes, residency times, inlet temperatures, structural packings and the implications for retro-fitting CCS at pre-existing power plants.
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Renewable grids: solar, wind and grid-scale battery sizing?
How much wind, solar and/or batteries are required to supply a stable power output, 24-hours per day, 7-days per week, or at even longer durations? This data-file stress-tests different scenarios, with each 1MW of average load requiring at least 3.5MW of solar and 3.5MW of lithium ion batteries, for a total system cost of at…
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Midstream opportunities in the energy transition?
The midstream industry moves molecules, especially energy-molecules, and especially in pipelines. Despite the mega-trend of electrification, there are still strong midstream opportunities in the energy transition, backstopping volatility and moving new molecules. This short note captures our top ten conclusions. (1) Our overall outlook on the US midstream industry sees the total tonnage of molecules…
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Moving targets: molecules, electrons or bits ?!
New AI data-centers are facing bottlenecked power grids. Hence this 15-page note compares the costs of constructing new power lines, gas pipelines or fiber optic links for GW-scale computing. The latter is best. Latency is a non-issue. Thus AI reshapes the future of US shale, midstream and fiber-optics?
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Prysmian E3X: reconductoring technology?
Prysmian E3X technology is a ceramic coating that can be added onto new and pre-existing power transmission cables, improving their thermal emissivity,so they heat up 30% less, have 25% lower resistive losses, and/or can carry 25% increased currents. This data-file locates the patents underpinning E3X technology, identifies the materials used, and finds a strong moat.
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Turbochargers: leading companies?
Six leading companies in turbochargers control two-thirds of the $15-20bn pa global turbochargers market. 55% of ICE vehicles now have turbochargers, which can improve fuel economy my as much as 10%, by enabling smaller and better utilized engines to achieve higher peak power ratings. What opportunities ahead, to adapt for vehicle electrification, or even if…
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EV incentives: vehicle taxes by country?
Vehicle taxes by country are tabulated in this data-file, based on vehicles’ pre-tax prices, tailpipe emissions, weight, engine size and power. They range from sub-10% of the cost of the underlying vehicle in the US, through to 150% in Norway, and above 100% in Netherlands, Denmark and France. What implications for EV adoption?
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Global uranium supply-demand?
Our global uranium supply-demand model sees the market 5% under-supplied through 2030, including 7% market deficits at peak in 2025, as demand ramps from 165M lbs pa to 230M lbs pa in 2030. This is even after generous risking and no room for disruptions. What implications for broader power markets, decarbonization ambitions, and uranium prices?
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Global gas turbines by region and over time?
Global gas turbine additions averaged 50 GW pa over the decade from 2015-2024, of which the US was 20%, Europe was 10%, Asia was 50%, LatAm was 10% and Africa was 10%. Yet global gas turbine additions could double to 100 GW pa in 2025-30. This data-file estimates global gas turbine capacity by region and…
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