the research consultancy for energy technologies
…renewables-battery storage options. Economics may get more challenging during the energy transition, as it becomes harder to finance new storage terminals off assumptions for lower future utilization or outright phase-outs….
…are nicely illustrated in this data-file, which has simply reviewed a subset of CATL’s sodium ion battery patents. A core challenge recolves around innovating new anode and cathode materials that…
…that drives 20,000-70,000 miles per year. This is a direct linear pass-through of these vehicles’ high annual mileage, with taxis in New York apparently reaching the upper end of this…
…While we think a marginal price of $100/ton should incentivize new Claus units with a 10% IRR. This is assuming H2S inputs are effectively free, as sourced from hydroprocessing or…
…physics of power transmission are laid out on pages 5-7, with worked examples showing how the existing grid transmits relatively small power quantities over relatively low distances, but resistive power…
The cost of grid connection is shaping up to be a major bottleneck for the continued acceleration of new energies. A good baseline is to expect $100-300/kW of grid inter-connection…
…events in 2022 have created a new appetite for self-reliance; avoiding excessive dependence upon particular suppliers, in case that relationship should sour in the future. China’s exports are 5x Russia’s….
…proof that US shale has not caused an entire continent to die a mysterious death. Indeed, US industry, has seemed to gain a mysterious new life. While Europe is now…
…They will also be needed to integrate more new energies into power grids. This 17-page note outlines the opportunity in capacitor banks, their economics and leading companies. $499.00 – Purchase Checkout Added…
This data-file quantifies solar trackers’ efficiency improvements. Depending on location, 40-90% of new utility-scale solar plants are being fitted with ‘trackers’ in the early-2020s; constantly re-positioning panels to face the…