Research philosophy: what makes great research?
…former life, I knew an analyst that launched coverage of a new stock, rated BUY, with 20% upside to their valuation. After the report had been published, they discovered that…
Global energy: ten themes for 2023?
…new energies? However, the biggest change for 2023 is that an energy super-cycle is now gradually coming into view. $499.00 – Purchase Checkout Added to cart Energy markets are uncertain. Everyone is…
Goldwind: frequency response from wind turbines?
…power generators have ‘inertia’. If the grid suddenly becomes short of power, due to a large new load switching on, or a large power source disconnecting, then all of these…
Decarbonized gas: ship LNG out, take CO2 back?
…are issues with pressure and buoyancy (page 5), which would require adaptations on newbuild tankers (page 6). There are also some logistical issues, which will elevate costs. Plantar fasciitis. Gas…
Model of losses in a solar cell: surface, emitter and shading?
…g/kW to 10 g/kW over the next 5-10 years is possible, especially as more efficient new printing technologies are developed. This matters as silver could become a bottleneck in the…
Solar surface: silver thrifting?
Ramping new energies is creating bottlenecks in materials. But how much can material use be thrifted away? This 13-page note is a case study of silver use in solar. Silver…
Liquefied CO2 carriers: CO2 shipping costs?
…chain. A good rule of thumb is seaborne CO2 shipping costs are $8/ton/1,000-miles, as a total shipping rate of $100k/day must cover the capex of a c$150M newbuild tanker. $449.00 – Purchase…
Verbio: bio-energy technology review?
…be the focus for new investment in the company’s EUR 300M capex plans. Is there value in bio-energy technology? We see persistent shortages of hydrocarbons in the 2020s (model here)….
Gas turbines: operating parameters?
…more flexible (data here). And they may also be easier to decarbonize directly (example here). How does a gas turbine work? First, air is drawn into a compressor. The compression…
Energy transition: the fantasy of the perfect?
…fantasy crisis. New energies are amazing. But their future ramp-up creates uncertainties that will naturally deter investment. If future technologies are going to be close to perfect – low-cost, clean,…