the research consultancy for energy technologies
…almost all new energies and digital technologies inject harmonic distortion to the grid. This 17-page note argues for premiumization in power electronics, including around solar, and screens for who benefits?…
…cleaned data-set is available for download below. Across all energy sub-sectors, there are benefits to counter-cyclical investment, whether we are considering oil, gas, LNG, nuclear, wind, solar or power grids….
…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…
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…
…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…