TOPCon: maverick?
…it mean for future solar efficiency and why does this matter for ultimate solar costs? Our views on solar cost inflation, materials usage and ultimate price trajectories are spelled out…
Model of losses in a solar cell: surface, emitter and shading?
This data-file calculates the losses in a solar cell from first principles. Losses on the surface of the cell are typically c4%, due to contact resistance, emitter resistance and shading….
Solar and wind: what decarbonization costs?
The costs of decarbonizing by ramping up solar and wind depend heavily on the context. But our best estimate is that solar and wind can reach 40% of the global…
Energy transition: key conclusions from 1Q24?
This 11-page note summarizes the key conclusions from our energy transition research in 1Q24 and across 1,400 companies that have crossed our screens since 2019. Volatility is rising. Power grids…
Purchasing power: what are generation assets worth?
There has never been more controversy over the fair values of power generation assets, which hinge on their remaining life, utilization, flexibility, power prices, rising grid volatility and CO2 credentials….
Solar water heaters: the economics?
…rooftop solar water heaters based on global average insolation and gas prices. In contrast, our best estimate is that solar and wind can reach 40% of the global grid for…
Solar inverters: companies, products and costs?
…$/W pricing than Western companies, a key question explored in the data-file is around price versus quality. $599.00 – Purchase Checkout Added to cart Solar inverters convert the DC output from solar…
Wind and solar: cost of grid interconnection?
…in 2023 required over 4-years from their initial entry to the queue. Wind and solar projects take substantively longer, simply due to the sheer numbers of projects (789 solar and…
Renewables: how much time to connect to the grid?
…by 30-days/year since 2001; and has doubled since 2015, to over 1,000 days (almost 3-years) in 2021. Wind and solar projects are now taking longest to inter-connect, due to their…
Sentient Energy: smart grid breakthrough?
…the sub-station voltage, almost imperceptibly for customers. This also helps smooth the volatility of solar. One study has shown a 72% reduction in voltage volatility from installing a swarm of…