…the data-file, while underlying data are from the excellent NREL NSRDB resource. In order to smooth out annual solar volatility, we think the best options are non-correlated (i.e., diversified) energy…
…can smooth our volatile power grids by demand shifting. Please download the data-file to stress-test mining crushing-grinding costs, across capex, opex, maintenance, labor, electricity prices, CO2 prices, uptime & utilization…
…EAFs can used to smooth out volatile renewables in the power grid, running primarily in periods of high wind and solar generation. If a lower power price is achieved by…
…greenhouses depends on the underlying grid’s CO2 intensity, but the process can in principle become carbon negative (pages 11-13). Interestingly, we also think vertical greenhouses can smooth our volatile power…
…grains cohere to one-another, which impedes their smooth flow and can cause sand to “clump together”. In cold climates (but probably not Texas!) the water molecules can also freeze. Hence,…
…a liquids pipeline, and is a function of velocity^2, 1/pipeline diameter, the ‘smoothness’ of the pipe and the viscosity of the fluid being transported. Our conclusions show the requisite costs,…
…electricity, but operators cannot dispatch that electricity into the grid. This data-file tabulates curtailment rates in California, Australia, the UK, Germany, Spain, Chile and Ireland, averaging c5% in 2022. The…
…This is why we have recently screened which operators are among the technology leaders, including in digital technologies (chart below). The importance of remote work, digitization technologies and robotics may…
…battery cycle lives to capture the full range of driving behaviours (chart below). These numbers all assume that vehicle operators respect recommendations not to charge a battery beyond 80% of…
…primary beneficiary of evolving market dynamics, for the reasons discussed on page 8. But can the increasing value of pipelines trickle back to pipeline operators, and boost their returns in…