Harmonic filters: leading companies?

…quality is increasingly important, as electricity demand grows, placing greater reliance on the power grids, which also increasingly feature non-linear loads such as variable frequeny drives, LEDs, EV chargers, data-centers,…

Global solar: absorption spectrum?

Historic and future solar capacity growth as percentage of total electricity demand growth for different regions

…note refines our solar forecasts using a new methodology. Annual solar adds will likely plateau at 50-100% of total electricity demand growth in most regions. What implications and adaptation strategies?…

Generac: power generation products?

Cost per kW of Generac product suite as a function of the generators' capacities. Different fuel types are in different colours.

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…

Energy intensity of AI: chomping at the bit?

Rising energy demands of AI are now the biggest uncertainty in all of global energy. To understand why, this 17-page note is an overview of AI computing from first principles,…

Industrial cooling: chillers and evaporators?

This data-file captures the costs of industrial cooling, especially liquid cooling using commercial HVAC equipment, across heat-exchangers, cooling tower evaporators and chillers. Our base case is that removing 100MW-th of…

Advanced Conductors: current affairs?

Comparison of old transmission line conductors and advanced conductor geometries.

…10-year ordeal of permitting a new line? Raising voltage may have hidden challenges. But Advanced Conductors stand out in this 16-page report. And the theme could double carbon fiber demand?…

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