…here. Metallurgical coal may be particularly challenging to substitute. We have reviewed the costs of green steel here. We have seen some interesting but smaller-scale options in bio-coke. We have…
…practically unlimited cycle life without degrading (>20,000 cycles). The first units have shipped and the company is now in the scale-up phase. This is one of the highest-quality patent libraries…
…also compare each industry’s energy consumption with its GDP (value added) and compensation paid to employees. This suggests which industries might be least painful to scale back amidst energy shortages….
Direct Lithium Extraction from brines could help lithium scale 30x in the Energy Transition; with costs and CO2 intensities 30-70% below mined lithium; while avoiding the 1-2 year time-lags of…
…ion battery? If this was a standalone patent library, we might not be able to de-risk CATL’s 2023 target to produce sodium ion batteries at commercial scale. Recent Commentary: please see…
…0.9% of the solar generation was curtailed. The uneven distribution is somewhat unhelpful for the economics of grid-scale batteries. We estimate that 10% of the curtailment could be avoided by…
…70%-scale demonstration plant by 2025 in Oxfordshire; and ultimately hopes to build a $4bn order book by 2027-30, commercializing a 100-200MWe fusion reactor with 5-6.5c/kWh levelized costs of electricity. Our…
…pages 8-9, including typical costs, CO2 intensity and the importance of used cooking oil as a feedstock. We wonder whether it is realistic for the US to scale its renewable…
…reviewed on page 15. For ultra-high quality grid-scale wind and solar power-factor corrections, we think there is greater upside in STATCOMs (note here). What opportunities? Leading companies are profiled on…
…scale-up announcements, from companies such as Longi, Trina, Jinko, Jolywood on page 4. We explain TOPCons on page 5, including the innovations that enable these world-record efficiency levels. What does…