Search results for: “"power electronics" switchgear filters capacitors “
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Variable frequency drives: leading companies?
This data-file outlines the top twenty companies producing variable frequency drives to precisely control electric motors. The top three companies are European capital goods players. High-quality VFDs may protect against growing competition from China.
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Electric motors: variable star?
Variable frequency drives precisely control motors. Amazingly they could reduce global electricity demand by c10%. We expect a sharp acceleration due to sustained energy shortages, increasingly renewable-heavy grids and excellent 20-50% IRRs. Hence this 14-page note reviews the opportunity and who benefits.
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Axial flux motors: leading companies and products?
This data-file profiles leading companies and products in the space of axial flux motors, with an average power density of almost 8kW/kg, which is 10x higher than a typical AC induction motor in heavy industry. Leading companies are profiled, based on reviewing over 1,200 patents.
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Electric motors: state of flux?
This 15-page note explores whether axial flux motors could come to dominate in the future of transportation. They promise 2-3x higher power densities, even versus Tesla’s world-leading PMSRMs; and 10-15x higher than clunky industrial AC induction units; while also surpassing c96% efficiencies.
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Back-stopping renewables: the nuclear option?
Nuclear power can backstop much volatility in renewables-heavy grids, for costs of 15-25c/kWh. This is at least 70% less costly than large batteries or green hydrogen, but could see less wind and solar developed overall. Our 13-page note reviews the opportunity.
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Electric vehicles: chargers of the light brigade?
This 14-page note compares the economics of EV charging stations with conventional fuel retail stations. Our main question is whether EV chargers will ultimately get over-built. Hence prospects may be best for charging equipment and component manufacturers.
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Natural gas: the EU green taxonomy’s 270g/kWh CO2 target?
The EU taxonomy is a set of guidelines that label some investments as ‘green’. This includes gas power with a CO2 intensity below 270g/kWh. Most conventional gas projects will not meet this hurdle, but CHPs and 20-30% blends of lower-carbon gas could accelerate.
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Global oil demand: breakdown by product by country?
This data-file breaks down global oil demand, country-by-country, product-by-product, month-by-month, across 2017-2024. Global oil demand ran at 103 Mbpd in 2024, for +1.0 Mbpd of growth, according to our databases. For perspective, global oil demand rose at +1.2Mbpd per year in the 30-years from 1989->2019, so not much evidence, on face value, that “peak oil…
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Pumped hydro: the economics?
This data-file assesses pumped hydro costs, to back up wind and solar. A typical project has 0.5GW of capacity, 12-hours storage duration, 80% efficiency, and capex costs of $2,250/kW. Thus it requires a 25c/kWh storage spread, in order to generate a 10% IRR.
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Revolutions and upheavals: are energy shortages a cause?
This data-file aims to assess whether spiking food and energy prices lead to political changes. There is a >70% chance of regime change at the next election, after food and energy prices have spiked. Links with outright revolutions are looser.
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