…utilizations, powered by clean, stable grids with excess power (e.g., nuclear, hydro). PEMFCs are more suited for backstopping renewables, although there is still some debate over the costs, longevity, efficiency…
…renewables penetration? Or create 3-30x upside for total global Vanadium demand? This 15-page note is our outlook for redox flow batteries. $599.00 – Purchase Checkout Added to cart By now everybody knows…
…explores the distinction. It suggests renewables will peak at 30-60% of power grids? And gas is well-placed as a back-up, set to surprise, by entrenching at 30-50% of renewables-heavy grids?…
…CO2 abatement costs can be negative for ramping the best 10% of renewables in the global power grid, average $60/ton of CO2 avoided as renewables grow from 10% to 40%…
…was there all along, in the form of hydro, wind and solar. Water was already flowing. The wind was already blowing. The sun was already shining. Renewables do however have…
…And power grid bottlenecks could last a decade. Further acceleration of renewables may be thwarted. And we are re-thinking grid back-ups. $549.00 – Purchase Checkout Added to cart Power grid bottlenecks remind…
“If you invest with the same technology as everyone else, you may get the same returns as everyone else”. This adage matters for renewables, where we gather single digit IRRs…
…meet future demand in 2025-30– whether emissions are tackled or not. The need for oil investment is most uncertain. More gas investment is needed in any scenario. And renewables investment…
…in this database. A breakdown of the top energy transition technologies: We see around 20% of all decarbonization coming from renewables (wind, solar, next-generation nuclear), efficiency technologies that do ‘more…
…the cost is much lower than if investment returns are sacrificed by divesting from industrial companies and funding renewables. For example, we recently tabulated the costs of carbon credits, being…