the research consultancy for energy technologies
…pa), oilfield (650TWH pa), oil pipeline (500TWH pa), gas pipeline (400 TWH pa), refinery (200TWH pa), coal mine (200TWH pa), hydro plant (100 TWH pa), nuclear plant (50TWH pa), offshore…
…sources, such as wind (also modelled), and other energy inputs (nuclear, hydro, gas, etc). For example, see our notes here and here. Another excellent option is long-distance inter-connect power lines,…
…sources, including wind, nuclear, hydro, and gas (the latter paired with CCUS or nature-based CO2 removals). Conclusions are on page 17, the full notes can be downloaded below, and underlying…
…note that our classification of power grids excludes (a) investments in primary energy production, such as renewables, nuclear, and hydro (b) investments in large conventional power-generating plants (c) downstream investments…
…energy supplies (page 7). And because of their financial characteristics, wind, solar, hydro, nuclear are about 5x harder-hit than conventional energies (page 8). Developing more infrastructure becomes harder. It is…
…in our pumped hydro model, other battery models. So we do not think long term storage (via batteries or hydrogen) will ever come into the money. We see more opportunity…
…comes from stress testing IRR models of wind, offshore wind, solar, hydro, nuclear, gas CCGTs, gas peakers, coal, biomass, diesel gensets and geothermal. And from 400-years of energy history. The…
…substitute oil products from renewable sources such as wind and solar. However, some of the most advanced projects are actually powered by geothermal and hydro, to achieve superior utilization rates….