Cement costs and energy economics?
…for the energy transition. A wind turbine uses 67 tons of cement per MW. So too might foundations of utility scale solar, power transmission lines, or the “pads” used to…
Energy market volatility: climate change?
…screened gas transmission and storage infrastructure (pages 13-14). A strange feature of short-term energy commentary is that spot prices are always over-extrapolated. High prices ‘confirm’ a persistent era of energy…
Grid-scale battery costs: $/kW or $/kWh?
…best quantified in $/kW terms, or even per kW-km of transmission and distribution distance. https://thundersaidenergy.com/downloads/wind-and-solar-costs-of-grid-inter-connection/ Resolving Duality: $/kW or $/kWh? When we add up the total installed costs of a…
Energy transition from first principles?
…vehicles, LED lighting, VFDs, CHPs, insulation, methane mitigation. https://thundersaidenergy.com/2023/03/23/eroei-energy-return-on-energy-invested/ Energetic industries from first principles: the internet, industrial gases, hydrogen, ammonia, steel, battery recycling, trucks, transport, compressors. The new age of electricity from first principles: transmission,…
Global energy demand by end use?
…methanol, oil & gas E&P, oil refining, other metals, paper & pulp, passenger cars, pipelines, plastics, polysilicon, refrigeration, residential heat, shipping, solar modules, steel, trains, transmission, two-wheelers and wind turbines….
Wind and solar: what CO2 abatement costs of renewables?
…grid shares for wind, solar, hydro, nuclear, gas and coal, the share of displaced generation that is assumed to be ully depreciated versus greenfield, and the rise in transmission costs…
Thermodynamics of prime movers: energy from first principles?
…the underlying theory of semiconductors, you will find it deeply uncomfortable to bet against the long-run rise of semiconductors. https://thundersaidenergy.com/2023/10/19/semiconductor-physics-piece-de-resistance/ https://thundersaidenergy.com/downloads/mosfets-energy-use-and-power-loss-calculator/ https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/2022/05/05/power-transmission-raising-electrical-potential/ https://thundersaidenergy.com/2023/09/07/leds-seeing-the-light/ https://thundersaidenergy.com/2023/04/20/what-is-the-energy-consumption-of-the-internet/ https://thundersaidenergy.com/2023/06/29/omniscience-how-will-ai-reshape-the-energy-transition/ Electric motors are also…
Aluminium producers: company screen?
…overhead transmission cables for power grids, for light-weighting vehicles to improve their fuel economy, for aircraft frames, for the frames of solar panels, and in the heat exchangers that enable…
Renewables: share of global energy and electricity by country?
…from 55% at peak in 1998 to 38% in 2022. The declines are sharpest in countries that have ramped renewables fastest. This spreads the fixed costs of generation, transmission and…
Prysmian: power cable technology breakthroughs?
…increasingly excited by an up-cycle in power transmission, associated with the build-out of renewables. To this end, 75% of Prysmian’s business is energy (50% is power-infrastructure, 22% is industrial and…