the research consultancy for energy technologies
…saw higher prices. The average commodity doubled. A strong role is implied for commodities hedging portfolios and even entire nations against conflicts. $499.00 – Purchase Checkout Added to cart Supply-demand models for…
…grid-scale storage. Does this unlock a step-change for peak renewables penetration? Or create 3-30x upside for total global Vanadium demand? This 15-page note is our outlook for redox flow batteries….
…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?…
…the reasons stated above. High switching speeds produce a higher quality power signal, but are also more energetically demanding. Power losses in a MOSFET fall as a function of Voltage,…
…aim at around 4-hours of duration. At longer duration, we prefer redox flow batteries among electrochemical solutions. Even better backups are thermal energy storage and demand shifting. While for economic…
…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…
…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…
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…
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…
…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…