Energy transition: three reflections on 2023?
…interest rates re-inflates new energies costs by 10-20%” and hence 2023 could be – again direct quote — an “unbridled disaster” for wind, solar, clean-tech (note below). I am not…
Energy transition: ten themes for 2024?
…Our outlook for shale is updated on page 10. Our outlook for solar is on page 11. The #1 materials bottleneck for 2024 is on page 12. Our #1 theme…
Harmonic filters: leading companies?
…heat pumps, and inverter-based generation sources such as solar and wind. An introduction to power quality issues is presented in our overview of electricity. Active harmonic filters are the most…
Global energy demand: nervous breakdown?
…in recovering waste heat (page 10). A third observation is that the energy transition is itself likely to stoke demand. Producing over 430GW pa of solar modules now consumes around…
Thermoelectrics: leading companies and products?
…lower than Thermal Power plants. But these devices also use semiconductors. Hence could their future efficiency improve, matching the recent trends in the solar industry? We aim to answer this…
Offshore oilfields: development capex over time in Norway?
…cleaned data-set is available for download below. Across all energy sub-sectors, there are benefits to counter-cyclical investment, whether we are considering oil, gas, LNG, nuclear, wind, solar or power grids….
Grid connection sizes: residential, commercial and industrial?
…generators (10%), solar (12%), wind (5%) and hydro (6%), and supported by 5 GWh of battery storage. Light manufacturing and food-processing facilities will also tend to have an average grid…
Bottlenecked grids: winners and losers?
…and underlying materials such as copper (pages 7-8). Renewables growth is also impacted, but again, our outlook differs for wind versus solar, and along their supply chains (pages 9-10). The…
Generac: power generation products?
…10% other. 80% was domestic within the US, and 20% was international. 12% is attributed to ‘energy technologies’ which includes storage, solar MLPE, EV charging, smart thermostats, electrification, etc. But…
Power beaming: into thin air?
…channel something out of Dune II, they could be used to power flying aircraft or to beam solar power from space (pages 7-8). The efficiency of beaming power, from generation…