Energy transition: ten positive themes?
Positive themes in energy transition? It can feel gloomy, forecasting 2-6% global energy shortages, bottlenecks on material value chains that must scale by 3-30x, and even fearing that global conflicts…
Positive themes in energy transition? It can feel gloomy, forecasting 2-6% global energy shortages, bottlenecks on material value chains that must scale by 3-30x, and even fearing that global conflicts…
…absorber capacity. Hence the absorber units for a world-scale 500MW power plant can reach 3,000 – 10,000 m3 of volume, usually across 2-4 absorbers with 10-15m diameters and 15-25m heights….
…gensets, grid-scale batteries, redox flow batteries, hydrogen backstops, and more broadly in conventional energy and new energies. Please note that the most cost-effective way to access our research is via…
…Thermal losses are usually limited to 1-2% per day, and these systems have the ability to re-release the heat at MW-scale over an average period of c15 hours, in a…
…of another 50-100% efficiency gains in the next decade (here and here), deflating levelized costs (LCOPE basis) from 6-8 c/kWh today to 4 c/kWh in the global average utility-scale location….
…are highly context-dependent. For example, a utility scale solar assets that prevents having to build a new diesel genset has deeply negative CO2 abatement cots, while new offshore wind farm…
…of new energies are non-linear, injecting distortion to power grids. Harmonic distortion caused by DC devices are discussed on pages 7-8, including the signatures of electric vehicle chargers, grid-scale batteries,…
…fossil fuel required to produce hydrogen”. And its costs can be “better than current large-scale hydrogen generation technologies such as SMR”. It has been piloted in three locations since 2014….
…the outlook for other generation sources, across natural gas, smaller-scale gas, diesel generation, batteries, coal and nuclear (pages 12-13). A growing number of facilities need ratable, round-the-clock power, yet are…
Generac is a US-specialist in residential- and commercial-scale power generation solutions, founded in 1959, headquartered in Wisconsin, with 8,800 employees and $7bn of market cap. What outlook amidst power grid…