Hydro electric power: the economics?
This data-file models the costs and the economics for constructing a new hydro electric power project, based on technical papers and past projects around the industry. CO2 intensity is effectively…
Onshore wind: the economics?
The levelized cost of onshore wind is estimated in this economic model, at 5-7c/kWh to generate 5-10% levered IRRs on new wind project costing $1,000-3,000/kW. The model also contains a…
Uranium mining: the economics?
This simple model aims to disaggregate the marginal costs of a new uranium mine, as a function of uranium prices, ore grade, capex and opex. Our base case is a…
Power-to-liquids: the economics?
The data-file models the economics of converting renewable electricity (wind or solar) into low-carbon liquid fuels, by electrolysing water into hydrogen, electrolysing CO2 into CO, then re-combining the products into…
Ethanol from corn: the economics?
This data-file captures the economics of producing ethanol from corn in the United States, based on technical papers and industry data-points. $499.00 – Purchase Checkout Added to cart Our base case calculations…
Power-to-liquids: companies commercializing electro-fuels?
This data-file summarizes the details of c15 companies aiming to commercialise low-carbon electro-fuels, using power-to-liquids technologies. $399.00 – Purchase Checkout Added to cart For each company, we summarize their process, their progress,…
Photovoltaic silicon: the economics?
The purpose of this model is to break down the most likely contribution of photovoltaic silicon to overall solar panel costs. The model starts from quartz, which is smelted into…
Solar costs: four horsemen?
Solar costs have deflated by an incredible 90% in the past decade to 4-7c/kWh. Some commentators now hope for 2c/kWh by 2050. Further innovations are doubtless. But there are four…
Array Technologies: solar tracking breakthrough?
Array Technologies IPO-ed in October-2020, listing on NASDAQ. It manufactures solar tracking systems, supporting 25% of US solar modules installed to date, and 22GW of projects globally. Its systems can…
Turquoise hydrogen from methane pyrolysis: economics?
Turquoise hydrogen is produced by thermal decomposition of methane at high temperatures, from 600-1,200◦C. Turquoise hydrogen costs are estimated at $1/kg in our base case, or lower, if greater revenues…