Energy transition companies?
…These warrant a closer look. For example, In 2021-22, we became obsessed with the idea that power electronic switchgear would increasingly be needed to help electricity scale up from 40%…
Indium producers: companies and market outlook?
…increasingly used in solar (especially HJTs), but also in the flat screens within televisions, computers and portable electronic devices, all associated with the rise of the internet and AI. ITO…
Energy intensity of fiber optic cables?
…electronic systems. Hence there is huge room to improve, including through improved cables, improved transceivers, more sensitive photo-diodes, greater frequencies, greater multiplexing. Overall the energy consumption of a fiber optic…
Capacitor banks: raising power factors?
…there is greater upside in STATCOMs (note here). What opportunities? Leading companies are profiled on pages 16-17, based on reviewing patents, and include the usual suspects in power-electronic capital goods….
Power capacity of a typical home?
…The data-file contains our estimates for the typical power consumption (in Watts) for 30 types of electronic devices, such as Air Conditioners, Ceiling fans, Chargers, Clothes Dryers, Coffee-machines, Computers, Dishwashers,…
Electric vehicle charging: the economics?
This data-file models the economics of electric vehicle chargers. First, we disaggregate costs of different charger types across materials, electronic components, labor, permitting, fees, opex and maintenance (below). $599.00 – Purchase Checkout…
Leading Companies Commercialising Heat Pumps?
…Five of the top six companies by market share are diversified electronic giants (Emerson, Honeywell, LG, etc). Pure play heat pump companies are also discussed in the data-file. The work…
Solar capacity: growth through 2030 and 2050?
…2030 and 5x by 2040. But this creates bottlenecks, including for seven materials; and requires >$1trn pa of additional power grid capex plus $1trn pa of power electronics capex. $499.00 – Purchase…
Battery degradation: causes, effects & implications?
…in the demand for batteries, for lithium and high-quality power electronics, especially if batteries are to backstop renewables. $499.00 – Purchase Checkout Added to cart Battery degradation matters. Small changes in battery…
Supercapacitors: case studies for renewable-heavy grids?
…to backstopping short-term wind and solar volatility, and their deployment will gradually surprise to the upside, in combination with other power-electronics. $339.00 – Purchase Checkout Added to cart The motivation for this…