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Search results for: “cooling chiller”

  • Thermoelectrics: leading companies and products?

    Thermoelectrics: leading companies and products?

    Thermoelectric devices convert heat directly into electricity, or conversely provide localized cooling/heating by absorbing electricity. This data-file screens leading companies in thermoelectrics, their product specifications, applications and underlying calculations for thermoelectric efficiency.

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  • Howmet: turbine blade breakthroughs?

    Howmet: turbine blade breakthroughs?

    Howmet is an engineered metals company, and the world’s #1 supplier of blades and vanes for jet engines and gas turbines. It has claimed an edge in direct-casting cooling channels (rather than drilling them) and bond coats that improve the adherence of Thermal Barrier Coatings. Our Howmet gas turbine technology review found support for these…

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  • Data-centers: the economics?

    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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  • Ground source heat pumps: the economics?

    Ground source heat pumps: the economics?

    A ground source heat pump approximately doubles the efficiency of home heating and cooling, through heat-exchange with the shallow earth, which remains at 10-15ยฐC temperatures year-round.ย This data-file captures the cost and CO2 savings.

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  • Cool customers: AI data-centers and industrial HVAC?

    Cool customers: AI data-centers and industrial HVAC?

    Chips must usually be kept below 27ยบC, hence 10-20% of both the capex and energy consumption of a typical data-center is cooling, as explored in this 14-page report. How much does climate matter? What changes lie ahead? And which companies sell into this soon-to-double market for cooling equipment?

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  • Building automation: energy savings, KNX case studies and companies?

    Building automation: energy savings, KNX case studies and companies?

    High-quality building automation typically saves 30-40% of the energy needed for lighting, heating and cooling a building. This matters amidst energy shortages, and reduces payback times on $100-500k up-front capex. This data-file aggregates case studies of KNX energy savings, and screens 70 companies, from Capital Goods giants to private pure-plays.

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  • Average home sizes: living space per person?

    Average home sizes: living space per person?

    Average home sizes matter for overall residential energy demand, heating and cooling demand. Hence the purpose of this data-file is to aggregate average home sizes by country, then translate the data into living space per capita. A good rule of thumb is that each $1k pp pa of GDP translates one-for-one into 1m2 pp pa…

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  • Global heat pump sales by country?

    Global heat pump sales by country?

    Global heat pump sales by country are tabulated in this data-file, for 14 countries/regions. Developed world heat pump sales rose at an 11% CAGR over the decade since 2012, reaching 7M units sold in 2022, but then unexpectedly fell by -10% in 2023, including YoY declines in 7 out of the 14 countries we are…

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  • Semiconductors: outlook in energy transition?

    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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  • Helium production: the economics?

    Helium production: the economics?

    This economic model captures the production costs of helium, which is cryogenically extracted from low concentrations in natural gas. $200/mcf helium prices can support 10% IRRs on a resource with 2% helium content. $400-1,000/mcf spot prices can unlock 50-100% IRRs and trigger a capex boom. Economics can be stress-tested in this data-file.

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