Search results for: “climate model”
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Synchronous condensers: the economics?
This data-file captures the costs of installing a synchronous condenser, downstream of a renewable power facility, to emulate the inertia, reactive power and short circuit power from conventional generators. 1.0 – 2.5 c/kWh of costs may be added to the power supplies flowing out of the SC.
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Carbon neutral investing: hedge funds, forest funds?
This 11-page note considers a new model of โcarbon neutralโ investing. Look-through emissions of a portfolio are quantified (Scope 1 & 2 basis). Then accordingly, an allocation is made to high-quality, nature-based CO2 removals. Advantages and practicalities are discussed.
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Variable frequency drives: the economics?
Variable frequency drives optimize the operating speeds of electric motors. Average energy saving are 34% and average costs are $250/kW. Hence our modelling calculates >15% IRRs installing a VFD at a typical industrial motor. This data-file captures the economics.
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Glass fiber: the economics?
This data-file models the economics of producing glass fiber, the key component in fiberglass for wind turbines; but also a light-weight insulating material. Marginal cost is likely $2,000/ton, with a CO2 intensity of 1.5 tons/ton. Some Chinese product is 50% cheaper but 2x more CO2 intensive.
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LNG regasification: the economics?
This data-file captures the economics for a typical LNG regas facility. We estimate that a fixed plant with 75-80% utilization requires a spread near to $0.5-0.8/mcf on its gas imports, in order to earn a 5-10% IRR. But there is asymmetric upside amidst gas shortages.
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Fuel retail: economics of a petrol station?
This data-file captures the economics for a fuel-retailing “petrol station” to earn a 10% IRR. A typical EBIT marginย is 17c/gallon; with a c6% margin on direct fuel sales; plus 10-20% of revenues from convenience retail at a higher, c25-30% margin.
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Japan: nuclear restart tracker?
This data-file on ย looks through 17 major nuclear plants in Japan with 45GW of operable capacity, covering the key parameters and re-start news on each facility. Japan’s nuclear restart had ramped output back to 78TWH pa by 2023, and may rise by a further 100 TWH by 2030, to meet targets for 20% nuclear in…
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Oil storage terminals: the economics?
This data-file captures the economics of constructing an oil storage terminal (aka a “tank farm”). A typical facility needs to charge a $1.5/bbl storage spread to earn a 10% IRR over a 30-year life. Capex costs per kWh of energy are 97% lower than grid-scale batteries. It may become more challenging to finance new facilities…
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