Cool customers: AI data-centers and industrial HVAC?
…considers 150GW of AI data-centers globally by 2030, underpinning 1,000 TWH pa of new electricity demand. However, at $30,000 per GPU, it is not advisable to cook your chips. 150GW-e…
Arms race: defence versus decarbonization?
…back in 2019, as a research firm for energy technologies and energy transition, was the sense that decarbonization was becoming the largest priority in the world. Yet today, news headlines…
Road costs: economic model?
…models, as building any new piece of infrastructure requires access to that infrastructure, whether it is a wind farm, solar project, power transmission line or any other industrial facility. Our…
Oklo: fast reactor technology?
…our usual patent assessment framework? And what challenges are we considering in our risking of this technology to meet new loads such as data-centers and as part of our roadmap…
Energy transition in 1H24: 101 companies and the rise of AI?
…We estimate 150GW of AI data centers will be built by 2030. 40% will be in the US. This will underlie the largest period of new generation capacity growth in…
Solar generation: minute by minute volatility?
…Point is a 333MW-dc and 275MW-ac PV solar facility, in New South Wales, Australia, equidistant between Sydney and Adelaide, 500km inland, at -35ºS latitude. As a case study for large-scale…
Sugar to ethanol: value in volatility?
…case costs for generating a 10% IRR on a new sugar-to-ethanol production facility require ethanol prices of $1.5/gallon, which is c5% lower than for corn ethanol. Numbers are explained on…
Wind generation case study: minute by minute volatility?
…Hill is a 149 turbine, 511MW wind farm in New South Wales, Australia, located approximately 150km west of Melbourne and 35km west of Ballarat, Victoria. As a case study for…
Grid-scale battery operation: a case study?
…a high state of charge, and provides 250MW of system integrity protection (SIPS), including synthetic inertia for solar-heavy grids, and the capacity to kick in should some large new load…
Energy self-sufficiency by country and over time?
…ramped up its oil production by 3x, its gas production by 2x and now also produces 5% of its energy from new energies such as wind and solar. This means…