East to West: re-shoring the energy transition?
China is 18% of the world’s people and GDP. But it makes c50% of the world’s metals, 60% of its wind turbines, 70% of its solar panels and 80% of…
STATCOMs and SVCs: leading companies?
…similar. $399.00 – Purchase Checkout Added to cart We have aimed to evaluate the leading companies in these evolving FACTS opportunities, stabilizing the voltage and reactive power of renewables, especially wind projects….
Electrical conductivity: energy transition materials?
…machinery and appliances. As a rule of thumb, wind, solar and EVs are around 4x more copper intensive than the conventional generators and ICE vehicles they replace. Hence we see…
Air conditioning: energy demand sensitivity?
…heat detracts from the output capacity of solar, wind, gas plants, nuclear plants, power lines. Hence we have previously noted how “hell is a hot still summer’s day” if you…
North Field: sharing the weight of the world?
…all useful energy on the planet (equivalent to all of the world’s wind and solar assets combined) (pages 5-6). And it is being expanded, adding another 50MTpa of low-carbon LNG…
Nostromo: thermal energy storage breakthrough?
…with AC, to store coolness (e.g., during peak wind/solar generation), then re-release the coolness at ‘peakload’, (e.g., in mid-late afternoon, or after sunset). $399.00 – Purchase Checkout Added to cart The flagship…
Prysmian: power cable technology breakthroughs?
…network solutions, 13% project work, 12% telecoms). The company has inter-connected 35 large wind farms in the past decade and run 30 inter-connectors. After reviewing recent patent filings, we conclude…
Crop production: what CO2 intensity?
…than all wind and solar energy in 2021 combined). $399.00 – Purchase Checkout Added to cart The CO2 intensity of producing corn averages 0.23 tons/ton, or 75kg/boe. This is relatively low, compared…
Powin: grid-scale battery breakthrough?
…of wind. The chart below captures 30 deployments of Powin battery systems. They range from 1 – 90 MW. These deployments have been growing more frequent, and larger. Interestingly, some…
Green hydrogen: can electrolysers run off renewables?
What degradation rate is expected for a green hydrogen electrolyser, if it is powered by volatile wind and solar inputs? This 15-page note reviews past projects and technical papers. 5-10%…