the research consultancy for energy technologies
Thermal energy storage will outcompete other batteries and hydrogen for avoiding renewable curtailments and integrating more solar? Overlooked advantages are discussed in this 21-page report, plus a fast-evolving company landscape….
…are also, in our view, prohibitively high. And without a willingness to pay very high green premia, we expect it may be hard to displace hydrocarbons using electro-chemical fuels. https://thundersaidenergy.com/2023/01/17/green-hydrogen-alkaline-versus-pem-electrolysers/…
…chlor-alkali, coal production, commercial heat, cooking, copper, desalination, electric motors, electrical appliances, glass, graphite, heavy trucks, hydrogen, industrial acids, internet, lighting, lithium batteries, LNG liquefaction, manufacturing, methanol, oil & gas…
…Majors’ development capex (page 7), UK offshore wind projects (page 8) and recent green hydrogen projects (page 9). Peak costs are 2-3x trough costs. For project developers, the key conclusion…
…timely electricity supplies from the grid, although our outlook differs for green hydrogen, heat pumps and electric vehicles (pages 6-7). Most controversial are the outlooks for power electronics, power cables…