Search results for: “"fuel cell"”

Data-centers: the economics?

The capex costs of data-centers are typically $10M/MW, with opex costs dominated by maintenance (c40%), electricity (c15-25%), labor, water, G&A and other. A 30MW data-center must generate $100M of revenues for a 10% IRR, while an AI data-center in 2024 may need to charge $5/EFLOP of compute.
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Semiconductors: outlook in energy transition?

Semiconductors are an energy technology. And they are transforming the future global energy complex, across AI, solar, electric vehicles, LEDs and other new energies. This short article summarizes our outlook for semiconductors in energy transition, and resultant opportunities across our work.
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June 11, 2020

Energy transition technologies: the pace of progress?

This 3-page note captures over 250,000 patents (ex-China) to assess the pace of progress in different energy transition technologies, yielding insights into lithium ion batteries (high activity), autonomous vehicles and additive manufacturing (fastest acceleration), wind and solar (maturing), fuel cells and biofuels (waning) and other technologies.
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March 26, 2025

Doosan Enerbility: gas turbine technology?

Doosan Enerbility is a power plant manufacturer, headquartered in Korea, specializing in nuclear plant construction, gas plant construction, offshore wind, civil engineering and parts manuacturing. In this patent review, we assessed Doosan Enerbility gas turbine technology. We can de-risk its claims for a 43%-efficient simple-cycle turbine, 60%+ efficient CCGT, and 1,600ºC turbine inlet temperatures.
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Energy transition technologies: the pace of progress?

This data-file captures over 250,000 patents (ex-China) to assess the pace of progress in different energy transition technologies, yielding insights into batteries (high activity), autonomous vehicles and additive manufacturing (fastest acceleration), wind and solar (maturing), fuel cells and biofuels (waning) and other technologies.
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