Renewables: the levelized cost paradox?
…note is not ‘anti-renewables’. Far from it. Wind and solar generation must rise 8.5x in our roadmap to net zero, to reach 30,000 TWH of supply in 2050, or 25%…
Industrial ecosystems: on the shoulders of giants?
…two select industries like solar” any more than you can introduce dung beetles onto the moon. Viable conditions are needed for an entire industrial ecosystem (page 13). Ecosystem approach? If…
Commodity prices: metals, materials and chemicals?
…over time Silicon prices matter as they feed in to the costs of solar, and traded silicon prices also reached ten year highs in 2022, before correcting sharply in 2023….
Levelized costs: real issues?
…we have constructed levelized costs models for onshore wind, offshore wind, solar, hydro, nuclear, gas, coal, biomass, diesel gensets and geothermal. All of these numbers are shown on a nominal…
Boltzmann energy overview?
…as solar cells, Boltzmann’s constant feeds into the Fermi-Dirac distribution, which gives the probability of a possible energy level above (or below) the bandgap being occupied by an electron (or…
Redox flow batteries: costs and capex?
…spread as a 6-hour battery that charges and discharges around 360 days per year, both around 20c/kWh. This helps to integrate solar and wind into increasingly renewables-heavy power grids. How…
Redox flow batteries: for the duration?
…are on pages 9-10. How will redox flow rates re-shape the peak penetration of wind and solar in increasingly renewables-heavy grids? Our answers and key debating points are on pages…
Thermal energy storage: leading companies?
…help integrate solar and wind into power grids, by absorbing excess generation that would otherwise be curtailed, and then re-releasing the heat later when renewables are not generating. Across the…
Thermal energy storage: cost model?
…requires 13.5 c/kWh-th for a 10% IRR, however 5-10 c/kWh-th heat could be achieved with lower capex costs. $699.00 – Purchase Checkout Added to cart Thermal energy storage solutions aim to help integrate solar and wind into power…
Peak commodities: everything, everywhere, all at once?
…energy, solar+wind, oil, gas and coal – are updated on pages 13-14. Our ranked outlook for thirty of the most important material commodities in the energy transition are summarized on…