the research consultancy for energy technologies
…40% by embedded energy. Another 10kg of material is contained in the balance of project, across inverters, wiring, structural supports, other electronics. Thus the energy embedded in manufacturing the panel…
…by 2030 and 5x by 2040. But this creates bottlenecks, including for seven materials; and requires >$1trn pa of additional power grid capex plus $1trn pa of power electronics capex….
…energy. If this energy is going to be harnessed for useful work, then there may also be small additional losses for important power electronics, transformers and power transmission. What determines…
…of total useful energy today to 60% by 2050. Within the next decade, this adds $2trn to the enterprise value of capital goods companies in power grids and power electronics….
…GDP is up c50% in the West and up 5.5x in China. The greatest leakage has likely occurred for cars, electronics and machinery. Although other sectors such as solar panels…
…turbines. The other large bottleneck is in downstream power electronics for integrating wind with power grids. Leading companies in offshore wind turbine installation vessels include DEME, MPI, Van Oord, Cadeler,…
…the solutions are software-side, which will lower their implementation cost, and not pull too hard on already-bottlenecked power electronics. However, as usual, we find it harder to de-risk algorithm-heavy patents….
…(40,000 hours versus 90,000 hours, as general rules of thumb). This is primarily because the membranes are fragile. And H+ ions are, by definition, acidic. But as with all power-electronics,…