MIRALON: turquoise hydrogen breakthrough?
…1 ton/ton), which should open up access to $1/kg of 45V incentives under the IRA. Future formulations derived from gas that would otherwise have been flared, landfill gas or biogas…
Verdox: DAC technology breakthrough?
…$20M in Verdox (as the off-gas from aluminium smelters has 1% CO2). Electrochemical DAC allows gas to flow through an electrochemical cell with low resistance, adsorbs CO2 by applying a…
Renewable-heavy grids: dividing the pie?
…explores the distinction. It suggests renewables will peak at 30-60% of power grids? And gas is well-placed as a back-up, set to surprise, by entrenching at 30-50% of renewables-heavy grids?…
Peak commodities: everything, everywhere, all at once?
…energy transition. But it is historically unprecedented. And our plateau in tonnage terms is a doubling in value terms, a kingmaker for gas and materials. 30 major commodities are reviewed….
India: electricity demand and power grid over time?
…growth rate of 5% per annum (chart below). Russia’s invasion of Ukraine has not helped, as Europe’s sudden thirst for LNG has pulled gas away from emerging world geographies. India’s…
Global solar: absorption spectrum?
…is the LCOE of constructing new solar versus the LCOE of constructing new wind, hydro, nuclear, gas, coal, biomass, diesel gensets and geothermal (as discussed on page 3). However, when solar growth starts exceeding total electricity demand growth,…
Global energy demand by end use?
…oil, gas, coal, nuclear, hydro, wind and solar, biomass and other. A breakdown of global energy demand is more challenging. But we have slowly been building up a library of…
Compressed air energy storage: costs and economics?
…gases cooling during storage (see below). When gases are compressed they tend to heat up. For example, in an isentropic process — where heat is not exchanged with the external…
Bottlenecked grids: winners and losers?
…the outlook for other generation sources, across natural gas, smaller-scale gas, diesel generation, batteries, coal and nuclear (pages 12-13). A growing number of facilities need ratable, round-the-clock power, yet are…
Generac: power generation products?
…larger industrial generators range from 100kW to 2MW in size. Generac’s diesel-fired units cost $500/kW and are c30% efficient, while its larger gas-fired units cost $700/kW and are c25% efficient….