Wind generation case study: minute by minute volatility?
…days, wind does not run at all (chart below). The biggest challenge for integrating wind into power grids, we think, are the long gaps (aka dunkelflaute), seen in this data-file….
Global biogas production by country?
…6-25 c/kWh feed-in tariffs for biogas->power. 40-45% of Germany’s biogas feedstock is from the anaerobic digestion of crop residues (70% corn silage), 40-45% is from animal waste (80% cattle), 6%…
US gas pipeline capex over time?
…helpful broader reference file is our roadmap model for US decarbonization. Our outlook for gas pipelines in the energy transition is also informed by recent research, summarized below. https://thundersaidenergy.com/2024/04/11/price-and-pretense-do-gas-pipelines-have-market-power/ https://thundersaidenergy.com/2024/08/08/peaker-plants-finding-the-balance/…
Electricity demand for electric vehicles?
…If this ramp-up happens, without falling foul of power grid bottlenecks, then EVs will comprise 1.7% of global electricity in 2030, 3% in 2040 and 5% in 2050. Expanding the…
Electric vehicles: the road to cost parity?
…Then we consider battery deflation, power train deflation, small urban EVs, tax incentives, and the representativeness of low-cost Chinese EVs. $559.00 – Purchase Checkout Added to cart Electric vehicles may saturate at…
Global vehicle sales by manufacturer?
…EVs and back towards gasoline-powered pick-ups after its EV division made a loss of $100k per vehicle. In May-2024, Nissan delayed an expansion of EVs in North America. Mecedes-Benz said…
Mapping vehicle value chains?
…It is fascinating that one of these themes in vehicle value chains overlaps with our thesis into power grid bottlenecks and advanced conductors. If one thing stands out to us…