Aluminium producers: company screen?
…overhead transmission cables for power grids, for light-weighting vehicles to improve their fuel economy, for aircraft frames, for the frames of solar panels, and in the heat exchangers that enable…
…overhead transmission cables for power grids, for light-weighting vehicles to improve their fuel economy, for aircraft frames, for the frames of solar panels, and in the heat exchangers that enable…
…for the energy transition. A wind turbine uses 67 tons of cement per MW. So too might foundations of utility scale solar, power transmission lines, or the “pads” used to…
…grids? Electricity rises from 40% of useful energy today to 60% by 2050 (note here). All else equal, this requires transmission infrastructure, distribution infrastructure and power grid capex to rise…
…investment to reduce night-time electricity loads, such as efficient lighting systems. Note that retail electricity prices are higher than wholesale prices, as they also include transmission, distribution, utility costs and…
…at low-medium voltage then using transformers to step up the power for transmission; or conversely using transformers to step down the voltage for manipulation via power electronics modules. https://thundersaidenergy.com/2021/08/19/transformers-rise-of-the-beasts/ https://thundersaidenergy.com/downloads/wind-turbine-generators-dfigs-or-rare-earth-magnets/…
…best quantified in $/kW terms, or even per kW-km of transmission and distribution distance. https://thundersaidenergy.com/downloads/wind-and-solar-costs-of-grid-inter-connection/ Resolving Duality: $/kW or $/kWh? When we add up the total installed costs of a…
…grid shares for wind, solar, hydro, nuclear, gas and coal, the share of displaced generation that is assumed to be ully depreciated versus greenfield, and the rise in transmission costs…
…the underlying theory of semiconductors, you will find it deeply uncomfortable to bet against the long-run rise of semiconductors. https://thundersaidenergy.com/2023/10/19/semiconductor-physics-piece-de-resistance/ https://thundersaidenergy.com/downloads/mosfets-energy-use-and-power-loss-calculator/ https://thundersaidenergy.com/2021/09/16/power-grids-tenet/ https://thundersaidenergy.com/2022/05/05/power-transmission-raising-electrical-potential/ https://thundersaidenergy.com/2023/09/07/leds-seeing-the-light/ https://thundersaidenergy.com/2023/04/20/what-is-the-energy-consumption-of-the-internet/ https://thundersaidenergy.com/2023/06/29/omniscience-how-will-ai-reshape-the-energy-transition/ Electric motors are also…
…screened gas transmission and storage infrastructure (pages 13-14). A strange feature of short-term energy commentary is that spot prices are always over-extrapolated. High prices ‘confirm’ a persistent era of energy…