Renewables plus batteries: co-deployments over time?

…re-inflating levelized costs of solar by around 50-75%, but still possibly less costly than funding network upgrades. Our long-term forecasts for power grid capex assume that 0.15MW of grid-scale batteries…

Energy transition: key conclusions from 1Q24?

Top 250 companies in Thunder Said Energy research. What sectors and what market cap?

This note summarizes the key conclusions from our energy transition research in 1Q24 and across 1,400 companies in total. Volatility is rising. Power grids are bottlenecked. Hence what stands out…

Maxwell’s demon: computation is energy?

…https://thundersaidenergy.com/2024/04/04/energy-and-ai-the-power-and-the-glory Landauer’s principle: forgetting 1 bit requires >0.018 eV The mathematical definition of entropy is S = kb ln X, where kb is Boltzmann’s constant (1.381 x 10^-23 J/K) and…

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