the research consultancy for energy technologies
Demand shifting is the process of flexing electrical loads in a power grid, in order to smooth out volatility. Especially short to medium-duration volatility associated with wind and solar. This…
…with gas would have required the equivalent of 40MTpa of LNG imports, over 10% of overnight tightening in global LNG market. Philosophical problem #1: historical volatility? Commodity prices volatility raises…
…renewables is volatile. The volatility of solar includes around 100 volatility events per day. The volatility of wind includes around 75 volatility events per day. This is usually fine, as…
…volatility in renewable-heavy grids are described on page 2 and will require a back-up. There are limitations for batteries in hydrogen, in smoothing this volatility, as discussed on pages 3-4….
This 11-page note summarizes the key conclusions from our energy transition research in 1Q24 and across 1,400 companies that have crossed our screens since 2019. Volatility is rising. Power grids…
…(LCOTE) of 18c/kWh. Introduce volatility into the weather pattern, and the requirement for a fully solar-powered grid is that each 1MW of average load requires 5MW of solar modules and…
…2019 levels, yet gas demand only fell by 13%. Energy price inelasticity allows for energy market volatility, which we think is structurally increasing in the global energy system, benefitting energy…
…to rapidly add MW, then the grid is going to fall over. This is why we care predominantly about batteries producing MW. https://thundersaidenergy.com/2022/09/01/solar-volatility-tell-me-lies-tell-me-sweet-little-lies/ https://thundersaidenergy.com/2021/06/24/power-grids-hell-is-a-hot-still-summers-day/ Grid-scale batteries will tend to minimize…
…trajectories” and the most likely reason we would be wrong would be because shale’s smooth production growth would be disrupted by “periodic oil price volatility”. At the time we envisaged…
…Different types of power grid volatility range from instant-to-instant, through to year-to-year. But the best economic opportunities for demand shifting, we think, range from minute-by-minute through to several days (pages…