the research consultancy for energy technologies
…opportunities for traditional gas distribution companies in the energy transition are to minimze methane leaks, improve compressor efficiency, and consider adjacent sectors such as CCS, demand shifting and power infrastructure….
…cash cost, under our base case assumptions. CO2 intensity is 0.5 tons of CO2 per ton of product. Interestingly, chlor-alkali plants may be able to demand shift, cutting 20-30% of…
…shift. Conversely, we are not even sure an electrolyser can run off of a volatile renewables input feed without incurring 5-10% pa degradation, or worse (if you read one TSE…
…of blowing air and compressing CO2 for disposal (pages 9-12). Can DAC demand shift to backstop renewables? Interestingly, we think the costs and energy penalties of decarbonizing hydrocarbons with DAC…
…and excess heat from the oxy-fuelled calcining reaction can demand shift to help backstop (increasingly volatile) power grids (i.e., a ‘smooth operator‘), including amidst the build out of renewables. Another…
…easy-to-understand, focused and considers deployments. The technology is an exciting alternative and complement to lithium ion batteries for energy storage, or more specifically demand shifting. It may be particularly well-suited…
…16). The best opportunities to de-bottleneck short-term solar volatility include diversified and resilient power grids, gas and nuclear back-ups, super-capacitors, inter-connectors, smart-energy, demand shifting and power electronics. The merits, drawbacks…
…other separation technologies, and the growing capability to backstop volatile renewables (demand shifting). Compressors and vacuum pumps are simply more flexible than cryogenics, per pages 13-14. Leading companies in Pressure…
…can lower electricity costs by 2-3c/kWh and uplift ROCEs by 5-15% in increasingly renewables-heavy grids. This 14-page note ranges over 10,000 demand shifting opportunities, to identify who can benefit most….
…volatile power prices, amidst the build out of renewables, by demand shifting, which means timing their electrical loads to the times when renewables are generating. In some cases, this requires…