Global solar: absorption spectrum?
…then new solar is no longer competing with new coal, gas, etc. It is competing with the cost of simply fuelling pre-existing power plants. These economics are much more demanding…
Midstream gas: pipelines have pricing power ?!
…are distilled on pages 5-6. Ensuring utilization is the most important dimension dictating the economics of pipelines and pipeline companies, as discussed on page 7. Gas marketers may be the…
Cool customers: AI data-centers and industrial HVAC?
…as compressors, heat-exchangers, pumps, fans and blowers, storage tanks, piping, VFDs, switchgear, grid connections and engineering and construction. All of the capex ultimately goes somewhere. The economics of commercial cooling…
Fiber optic data transmission costs?
…overview, please see our data-file into the energy use of fiber optic cables. https://thundersaidenergy.com/downloads/energy-intensity-of-fiber-optic-cables The economics of fiber optic cables are sensitive to cable length, utilization, and especially capex costs,…
Can solar reach 45% of a power grid?
…storage spread of 30c/kWh. Across 3% of the total grid, this raises total grid costs by 1c/kWh. https://thundersaidenergy.com/downloads/battery-storage-costs-the-economics Possible but inflationary? Overall, it is possible for solar to reach 45%…
Grid-scale battery operation: a case study?
…average storage spread is calculated in the data-file, but was lower than the level we think is necessary for economic returns in our grid-scale battery models. What is helping economics…
Global biogas production by country?
…delivered into the gas grid, encouraged by a $6.2/mcfe subsidy program for raw biogas production, and $13/mcfe for upgraded biomethane, which supports the economics in our biogas costs models. The…
Long-duration storage: dirtier than gas peakers?
…gas plants increasingly being run as peakers, and rising value of peakers, due to increasing grid volatility. This is all due to the economics of gas peakers. Whereas the costs…