Market concentration: what impacts on margins?
…topic that matters for the energy transition: How does it work? What does it cost? What supply-demand outlook? What are the key technology challenges? And who are the leading companies?…
Thermal energy storage: heat of the moment?
…But ramping solar requires energy storage. To set some baselines, costs of different backups are re-capped on pages 2-3. Half way between demand shifting and battery storage is storing up…
California’s grid: wind and solar statistical distributions?
…x 5-minute intervals of power generation, from California’s power grid in 2022, then calculating the statistical distributions of wind, solar and total demand. Our key findings are in our recent…
Power grids: when will wind and solar peak?
Wind and solar peak at 50-55% of power grids, without demand-shifting or storage, before their economics become overwhelmed by curtailment rates and backup costs. More in wind-heavy grids. Less in…
Decarbonizing global energy: the route to net zero?
What is the most likely route to net zero by 2050, decarbonizing a planet of 9.5bn people, 50% higher energy demand, and abating 80GTpa of potential CO2? Net zero is…
Energy transition: three reflections on 2023?
…for 2024, please don’t take it personally, but I am going to try to do less forecasting about what should happen, and more about what will happen. https://thundersaidenergy.com/downloads/global-energy-supply-demand-balance/ Predictions of…
Energy transition: ten themes for 2024?
…have reconsidered our global energy supply-demand balances on pages 4-6. Geopolitical tensions are now re-shaping the energy transition in 2024. The tensions and their consequences are described on pages 7-9….
Harmonic filters: leading companies?
…quality is increasingly important, as electricity demand grows, placing greater reliance on the power grids, which also increasingly feature non-linear loads such as variable frequeny drives, LEDs, EV chargers, data-centers,…
Energy market volatility: climate change?
…is 70% lower than for new energies, across global oil production and global gas production, and even this is more a case of voluntarity than volatility (page 6). Energy demand…
Global solar: absorption spectrum?
…note refines our solar forecasts using a new methodology. Annual solar adds will likely plateau at 50-100% of total electricity demand growth in most regions. What implications and adaptation strategies?…