CO2 capture: a cost curve?
…place next on the cost curve and could each have GTpa scale. Power stations place next, at $60-100/ton. DAC is conceptually attractive, as the only carbon negative technology, but if…
Electro-fuels: start out as a billionaire?
Electro-fuels are hydrocarbons produced primarily from renewable power, CO2 and water. They are reminiscent of the adage that ‘the fastest way to become a millionaire is to start out as…
Nio: EV-charging breakthrough?
…The Power Swap station 2.0 is scheduled to be rolled out in mid-2021, lowering the swap time to under three minutes, and carrying 13 battery packs. Aggregating battery packs into…
Solar costs: four horsemen?
…power prices required for various IRRs (in c/kWh). But can solar costs deflate to 2c/kWh in the future? This is the base case assumption now factored into the IEA’s ‘roadmap…
Stem: grid-scale battery breakthrough?
…renewable power over longer timeframes. Stem scored well on our usual patent framework. We found the high-level problem statements and proposed solutions in its patents to be compelling and innovative….
Absorption chillers: the economics?
…$6bn per annum. But we think systems like these could be increasingly useful, as heatwaves stress increasingly renewables-heavy power grids (note here). Passable economics. We estimate payback periods are likely…
Ammonia: production costs and energy economics?
…gas heat and power. This is our base case for grey ammonia, built up line-by-line in the data-file. Although emissions from coal-fired facilities will be higher. And there are opportunities…
Carbon fiber: energy economics?
…across the value chain. The production process will likely emit 30 tons of CO2 per ton of carbon fiber if powered by a mixture of gas and electricity. $599.00 – Purchase Checkout…
Inter-correlations between solar assets?
This data-file aggregates granular data from seven solar assets around Western Europe (Netherlands, Germany, Belgium, Switzerland), to understand their volatility and inter-correlation, over a sample week in August-2021. Across the…
Pressure ratings: industrial and energy processes?
…bar. It might take 20MW of compression power to raise 1MTpa of CO2 to 100 bar, per our CO2 compression research. H2 vehicles may be even more demanding, if these…