Search results for: “AI”
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Cool concept: absorption chillers, data-centers, fuel cells?!
Absorption chillers perform the thermodynamic alchemy of converting waste heat into coolness. Interestingly, their use with solid oxide fuel cells may have some of the lowest costs and CO2 for powering and cooling AI data-centers. This 14-page report explores the opportunity, costs and challenges.
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Transformer shortages: at their core?
Transformers are needed every time voltage steps up or down in the power grid. But lead times have now risen from 12-24 weeks to 1-3 years. And prices have risen 70%. Will these shortages structurally slow new energies and AI? Or improve transformer margins? Or is it just another boom-bust cycle? Answers are explored in…
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Ten Themes for Energy in 2025?
This 11-page report sets out our top ten predictions for 2025, across energy, industrials and climate. Sentiment is shifting. New narratives are emerging for what energy transition is. 2025-30 energy markets look well supplied. The value is in regional arbitrage, volatility, grids, AI and solar.
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What is the energy consumption of the internet?
Powering the internet consumed 800 TWH of electricity in 2022, as 5bn users generated 4.7 Zettabytes of traffic. Our guess is that the internet’s energy demands double by 2030, including due to AI (e.g., ChatGPT), adding 1% upside to global energy and 2.5% to global electricity demand. This 13-page note aims to break down the…
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Global CO2 emissions breakdown?
Global CO2 emissions rose from 32GTpa of CO2-equivalents in 1990 to 54GTpa in 2024, and are seen optimistically declining to 30GTpa by 2050, on a gross basis. This global CO2 emisisons breakdown covers 33 sources that each explain over 0.5% of global CO2e emissions, as a way of tracking emissions by source, by year, and…
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Screen of companies detecting methane leaks?
This data-file screens the methods available to monitor for methane emissions. Notes and metrics are tabulated. Emerging methods, such as drones and trucks are also scored, based on technical trials. The best drones can now detect almost all methane leaks >90% faster than traditional methods. c34 companies at the cutting edge are screened.
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US gas transmission: by company and by pipeline?
This data-file aggregates granular data into US gas transmission, by company and by pipeline, for 40 major US gas pipelines which transport 45TCF of gas per annum across 185,000 miles; and for 3,200 compressors at 640 related compressor stations.
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US gas power: generation by facility over time?
US gas power generation by facility is broken down in this data-file, across 1,850 active gas-power plants, supplying 40% of all US electricity. Descriptive statistics are available in the summary tab, a state-by-state breakdown follows in the PlantsByState tab and underlying data on all 3,000 historical facilities are provided in the AllGasPlants tab.
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Metal organic frameworks: challenges and opportunities?
Metal organic frameworks (MOFs) are an exciting class of materials, which could reduce the energy penalties of CO2-separation by c80%, and reduce the cost of carbon capture to $20-40. This data-file screens companies developing metal organic frameworks, where activity has been accelerating rapidly, especially for CCS applications.
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Data-centers: electricity use and demand shifting?
This data-file estimates data-centers’ electricity use and ability to demand shift. Large data centers how power demand in the range of 50-500MW. Around 40% of their electrical loads can demand shift, to help smooth out the volatility of renewables?
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