…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…
…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…
…grid (65% nuclear). Combined with the prevalence of onshore wind in Northern Europe, you can easily convince yourself that you are charging using very low-carbon electricity. (2). Chargers benefit retailers….
…that AI data-centers will be demand-flexed to power them using the raw output from renewable electricity sources, such as wind and solar? Economic considerations may tip the market towards sourcing…
…in the global energy industry, due to the inherent volatility of solar and wind. Rising volatility increases the value of midstream infrastructure, which by definition, can arbitrage the volatility by…
…how would these vast sums compete with energy transition expenditures? For an answer, we turn to our roadmap to net zero, and the costs/capex needed for wind, solar, gas, power…