FACTS: costs of STATCOMs and SVCs?

Costs of Statcoms and SVCs

…to the 400kV busbars onshore to dampen high frequency harmonics. All of this illustrates that modern wind projects are using larger and increasingly sophisticated power electronics, where smaller and earlier…

Levelized cost: ten things I hate about you?

Challenges for levelized cost analysis

…source usually ranges from 5-15c/kWh. A resilient, low-carbon grid is diversified. And there is hidden value in materials, power quality and electronics. These ideas are explored in our 15-page note….

Silver demand: upside and substitution?

Solar contacts silver and copper

…which two-thirds is used in industry, and one-third is used in jewellery, silver and stores of financial/investment value. 12kTpa is used in electrical equipment and electronics, of which up to…

Power grids: global investment?

global investment in power grids

…made by customers, such as in switchgear, power electronics and amperage upgrades. The model can be downloaded to stress-test simple numbers, inputs and outputs. Please contact us know if the…

Decarbonizing global energy: the route to net zero?

Decarbonizing global energy

…$40/ton of CO2, with an upper bound of $120/ton, but this masks material mix-shifts. New opportunities are largest in efficiency gains, under-supplied commodities, power-electronics, conventional CCUS and nature-based CO2 removals….

Green hydrogen: can electrolysers run off renewables?

Can electrolysers run off renewables?

…15-page note reviews past projects and technical papers. 5-10% pa degradation rates would raise green hydrogen costs by $1/kg. Avoiding degradation justifies higher capex, especially on power-electronics and even batteries?…

TSE Patent Assessments: a summary?

new technologies for the energy transition

New technologies for the energy transition range across renewables, next-gen nuclear (fission and fusion), next-gen materials, EV charging, battery designs, CCS technologies,  electronics, recycling, vehicles, hydrogen technologies and advanced bio-fuels….

Battery degradation: causes, effects & implications?

What causes battery degradation?

…batteries, in grid-scale storage and electric vehicles. The data suggest hidden upside in the demand for batteries, for lithium and high-quality power electronics, especially if batteries are to backstop renewables….

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