Search results for: “"power electronics" switchgear filters capacitors “
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Photons vs electrons: laser quest?
Some commentators say the 21st century will be the ‘age of the electron’. But in computing/communications, the photon has long been displacing the electron. This 17-page note gives an overview. It matters as moving data is 50-90% of data center energy use. We contrast fiber vs copper; and explore AI power, optical computing, and a…
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Australia energy supply-demand model?
Australia’s useful energy consumption rises from 820TWH pa in 2023, by 1.2% pa 1,100 TWH pa in 2050. As a world-leader in renewables, it makes for an interesting case study. This Australia energy supply-demand model is disaggreated across 215 line items, broken down by source, by use, from 1990 to 2023, and with our forecasts…
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Computer memory: aide memoire?
Three types of computer memory dominate modern information processing: Flash, DRAM and SRAM. This 5-page note simply covers each one, how it works, what it costs, advantages, disadvantages, market sizes and leading companies. AI likely boosts all three, but can more SRAM unlock big efficiency gains?
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Microwave Chemical: electrical heating?
Microwave Chemical is a small-cap company, developing microwave-based heating solutions, across over a dozen use cases, from acrylic recyling, to producing food/cosmetic compounds, to carbon fiber (particularly interesting!). We reviewed a dozen of the company’s patents in this data-file, which is a Microwave Chemical technology review and finds a moat in efficient microwave heating.
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Energy and national security: network risk?
National security risks are rising in developed world energy systems, as geopolitics grow more adversarial, and cyber-attacks are at new highs. This 16-page report finds that electrification is on balance making energy systems more vulnerable, then outlines mitigation measures, and opportunities?
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Wind turbine capacity factors: by country, by facility?
Wind turbine capacity factors average 26% globally. But they vary from c20% in non-windy countries to 45% in the windiest countries. And they also vary within countries, with a normal distribution and a standard deviation of 7-12%. This data-file maps capacity factors of wind power generation.
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US electricity demand: by sector, by use, over time?
US electricity sales reached 4,000 TWH in 2024, rising +2.3% YoY, and bringing the trailing ten-year CAGR to 0.5% pa. The current breakdown is 38% residential, 36% commercial, 26% industrial. All three are now growing. To help understand load growth, this data-file is a breakdown of US electricity demand by sector, by use and over…
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Exail: inertial navigation technology?
Exail Technologies is listed in Paris and focuses on navigational and maritime robotics. It has a range of maritime drones, with applications from mine-sweeping to assisting with offshore wind, offshore oil and gas and civil infrastructure projects in coastal waters. A key to these drones is incorporating Exail’s Inertial Navigation Systems. We have reviewed the…
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Industrial robots: arm’s reach?
5 million industrial robots have now been deployed globally, in an $18bn pa market. But growth could inflect, with the rise of AI, and to solve labor bottlenecks, as strategic value chains are re-shored. Robotics effectively substitute labor inputs for electricity inputs. Hence today’s 18-page report compiles 25 case studies, explores the theme and who…
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Additive manufacturing: fine print?
Can additive manufacturing overcome bottlenecks in gas turbine components, aerospace-related capital goods, and custom products that are unlocked by AI? This 16-page report re-evaluates the outlook for 3D printing, its economics, energy use, and company implications.
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