the research consultancy for energy technologies
…Finally it illustrates the need for smart grid and power electronics technologies. Our cleaned-up interpretation of the raw data, some analytics, averages, and charts are available in the data-file. The…
This data-file captures silicon carbide production costs: spanning from materials grade SiC ($1,500/ton marginal cost, 5 tons/ton CO2 intensity) through to SiC wafers that are used in the electronics industry…
…covering electric vehicles, consumer electronics, heavy trucks, aviation, drones, other futuristic sci-fi concepts (!) and oil markets. Technical challenges remain. Pages 12-14 outline our “top five issues”, based on reviewing…
…electronics. Hyperscale data centers tend to have >5000 servers, >50MW power demand and >10,000 square feet areas. There might be around 600 globally, out of 6,000 total data-centers globally, as…
…do think the terms of trade are shifting in favor of grid operators, power electronics, transmission infrastructure, developers that can use their own power and consumers that can demand shift….
…in sectors linked to electrification, across utilities, power electronics and semiconductors. Some of the names that have stood out in our research are noted on pages 4-5. Consuming the metals…
…with next-generation SiC semiconductor, which are creating an exciting jolt forwards in the power electronics behind practically all of the core areas of the energy transition (TSE research note here)….
Silicon carbide power electronics will jolt the energy transition forwards, displacing silicon, and improving the efficiency of most new energies by 1-10 pp. Hence we wonder if this disruptor will…
…have developed an automotive technology, which is a breakthrough when compared to the Ford Model T; or a portable electronics technology, which is a breakthrough when compared to the original…
Polyurethanes are elastic polymers, used for insulation, electric vehicles, electronics and apparel. This $75bn pa market expands 3x by 2050. But could energy transition double historically challenging margins, by freeing…