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…devastating blackouts during summer heatwaves, as power demand doubles exactly when wind, solar, gas, transmission losses and disruptions all deteriorate. This 15-page note assesses the causes, implications and mitigation opportunities….
…data-file, as there is no 1999 baseline. The data-file also quantifies the share of different energy transition products – wind, solar, batteries, related metals – that are made in China….
…Green ammonia is also an option, although after reflecting the CO2 embedded in wind and solar projects, and the need for higher-carbon electricity to maximize utilization rates, we are not…
This data-file captures the economics of producing carbon fiber. We estimate a marginal cost of $25/kg for a 10% IRR at a new world-scale carbon fiber plant, however the production…
…possible at a delivered power price below 10c/kWh, which is highly competitive. The model captures the costs, gross CO2 intensity and nature-based offset requirements from a mixture of wind, solar,…
…even claimed by some tech companies (note here). This is despite nobody having a practical or economical solution to satisfy demand in the 30-70% of the times when wind and…
…This is the question in today’s 6-page note. We attribute two-thirds of the volatility gains to gas shortages and high absolute power prices. However, wind generation is at three-year lows….
…today’s 6-page note. We attribute two-thirds of the volatility gains to gas shortages and high absolute power prices. However, wind generation is at three-year lows. $199.00 – Purchase Checkout Added to cart…
…least 70% less costly than large batteries or green hydrogen, but could see less wind and solar developed overall. This 13-page note reviews nuclear flexibility and sees nuclear growth accelerating….
…wind and solar developed overall. This 13-page note reviews how flexibility in nuclear power can backstop renewables, and sees nuclear growth accelerating. $449.00 – Purchase Checkout Added to cart Four types of…