the research consultancy for energy technologies
This data-model calculates risk-adjusted returns available for different portfolio weightings in the energy sector, as companies diversify across upstream, downstream, chemicals, corporate, renewables and CCS investments. The methodology is a…
…important as intermittent renewables reach in developed world power grids (note here). $189.00 – Purchase Checkout Added to cart Residential electricity demand is inelastic, with a 20% price-increase yielding a mere 1%…
…to 730 per TWH if you include service station staff. Renewables have a jagged profile. A typical wind and solar project creates 250-500 jobs per TWH during the construction phase,…
…output, across 50 research notes and 40 online articles since April-2019. Energy Transition Technologies The most economic route to ‘net zero’ is to ramp renewables to 20% of the total…
…likely to build and later burst. https://thundersaidenergy.com/2020/10/29/energy-transition-is-it-becoming-a-bubble/ (3) Overbuilding renewables is a potential bubble. Our sense is that Biden’s policy team prefers to subsidize renewables today and defer the resultant…
…greenhouses takes 1,000kWh of electricity per m2 per year, emitting 3kg of CO2 per kg of food, if the grid is 50% gas and 50% renewables. CO2 costs of vertical…
…can be carbon-negative in principle. This 17-page case study illustrates how supply chains are localizing and more renewables can be integrated into grids. $499.00 – Purchase Checkout Added to cart The first…
…EAFs can used to smooth out volatile renewables in the power grid, running primarily in periods of high wind and solar generation. If a lower power price is achieved by…
…shift, to help smooth out the volatility of renewables? $199.00 – Purchase Checkout Added to cart Data servers store information and execute code to provide specific information in response to incoming requests….
…transition: specifically, the rise of renewables, electric vehicles and other new energies technologies. Global copper demand stood at 28MTpa in 2022, and will most likely increase to 70MTpa by 2050, in…