the research consultancy for energy technologies
…for coal, it is mostly flexibility, i.e., intentional variation in output levels in response to grid demand and grid pricing. Several outages occurred at Kogan Creek in 2023, ranging from…
…increase LNG demand, as argued on pages 10-12. The full note contains around 20 charts tabulating energy self-sufficiency by country and over time, as a useful reference, for this increasingly…
Gas peaker plants run at low utilizations of 2-20%, during times of peak demand in power grids. A typical peaker costing $950/kW and running at 10% utilization has a levelized…
…electric vehicle sales forecasts, and by extension, there may be upside in our long-term oil demand forecasts. For more, please see our broader research into vehicles in the energy transition….
…data-file. And we can also guess at the composition of E3X ceramic coatings, which interestingly, will pull on demand for silicon carbide? Full details are available in this data-file, while…
…enter new markets, with uncertain strategies, uncertain costs, uncertain demand, uncertain competition? This concern is not just for vehicle value chains, but across the energy transition. This highlights the importance…
Global gas turbine additions averaged 50 GW pa over the decade from 2015-2024, of which the US was 20%, Europe was 10%, Asia was 50%, LatAm was 10% and Africa…
…drivers that will accelerate demand in our gas turbine outlook. They are linked to the rise of AI, energy policy in China, the rise of renewables lowering utilization rates across…
…of utility-scale solar economics. Hence, as one of the leaders, Array Technologies, has highlighted, solar tracker demand has been growing 30% faster than the overall solar market in recent years….
…the rise of AI, and the benefits of greater digitization and optimization. It is interesting to end by noting that solar trackers, once again, fit this trend, and amplify demand…