Cement costs and energy economics?
…for the energy transition. A wind turbine uses 67 tons of cement per MW. So too might foundations of utility scale solar, power transmission lines, or the “pads” used to…
Air conditioning: energy consumption?
…CO2 intensity of the power grid, this will result in 0.75 tons of CO2 per household per year (chart below). Humidity is a surprisingly large contributor to the total energy…
Renewables: the levelized cost paradox?
…subject to this paradox, as they have high fixed costs and falling utilization. As power prices rise, there are growing incentives for self-generation. Energy transition requires a balanced, pragmatic approach….
Solar costs: a breakdown over time?
…panel in 2022 produces 2.5x more power than in 2012, with efficiency rising from 15% to 23% and module size rising from 1.7m2 to 2.7m2. Solar module size in m2,…
Global steel supply-demand model?
…forecasts for passenger vehicle volumes. Other energy uses of steel currently consume around 250MTpa of steel, which we think will double to 500MTpa, across wind turbines, expanding power grids, and…
Solar and wind: what decarbonization costs?
…answer depends on context. Obviating the need to construct a new coal-fired power plant (negative CO2 abatement cost) yields a very different answer from causing a fully depreciated nuclear plant…
Global solar: absorption spectrum?
…then new solar is no longer competing with new coal, gas, etc. It is competing with the cost of simply fuelling pre-existing power plants. These economics are much more demanding…
Compressed air energy storage: costs and economics?
…be stress-tested in the model. What opportunities? $599.00 – Purchase Checkout Added to cart Compressed Air Energy Storage (CAES) seeks to smooth out power grids, using excess electricity to compress air into…
Thermoelectric generation: is it the next solar?
…discuss where thermoelectrics could unlock the largest opportunities on pages 5-6. Thermoelectric devices are already commercial today, in a c$500M pa niche, ranging from NASA space probes, to remote power…
BrightLoop: clean hydrogen breakthrough?
…separate reactors (schematic below). We first wrote about decarbonized carbon in 2019, in a note that identified NET Power’s Allam Cycle Oxy-Combustion process as the leading concept in the space….