Polysilicon is a highly pure, crystalline silicon material, used predominantly for photovoltaic solar, and also for ‘chips’ in the electronics industry. Global polysilicon capacity is estimated to reach 1.65MTpa in…
…saw higher prices. The average commodity doubled. A strong role is implied for commodities hedging portfolios and even entire nations against conflicts. $499.00 – Purchase Checkout Added to cart Supply-demand models for…
…grid-scale storage. Does this unlock a step-change for peak renewables penetration? Or create 3-30x upside for total global Vanadium demand? This 15-page note is our outlook for redox flow batteries….
…topic that matters for the energy transition: How does it work? What does it cost? What supply-demand outlook? What are the key technology challenges? And who are the leading companies?…
…the reasons stated above. High switching speeds produce a higher quality power signal, but are also more energetically demanding. Power losses in a MOSFET fall as a function of Voltage,…
…x 5-minute intervals of power generation, from California’s power grid in 2022, then calculating the statistical distributions of wind, solar and total demand. Our key findings are in our recent…
What is the most likely route to net zero by 2050, decarbonizing a planet of 9.5bn people, 50% higher energy demand, and abating 80GTpa of potential CO2? Net zero is…
…for 2024, please don’t take it personally, but I am going to try to do less forecasting about what should happen, and more about what will happen. https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ Predictions of…
…hydro generation by around 10% by mid-century on average. Details in the data-file. Hydro variability can impact global energy balances. Global electricity demand was 30,000 TWH in 2023. We find…
…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,…