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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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  • 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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  • Electric vehicle cost breakdown by component?

    Electric vehicle cost breakdown by component?

    This data-file disaggregates the $30k total cost of a typical new ICE and the c$45k total cost of a typical new EV, as a sum-of-the-parts, across 25 cost lines. Drivetrain costs are similar at $8-9k each. The key challenge for the EV is the battery. The electric vehicle cost breakdown shows promise for improving power…

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  • Superconductor screen: projects, materials, companies?

    Superconductor screen: projects, materials, companies?

    This superconductor screen summarizes all of our work into superconductors, screening past projects, active companies, superconductor materials and the properties of commercial HTS tapes. Five listed companies in Europe, Japan and the US are particularly important for superconducting cable projects to relieve grid bottlenecks?

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  • Industrial energy and electricity consumption by sector?

    Industrial energy and electricity consumption by sector?

    The average factory consumes 9GWH of energy per year, of which 5GWH is thermal heat and 4GWH is electricity. Of the electricity c50% is for rotating machinery, c10% for electric heat, c10% for process cooling, c7% for electrochemical processes, c10% for facility HVAC and c6% for lighting.

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  • Compressed air energy storage: costs and economics?

    Compressed air energy storage: costs and economics?

    Our base case estimates for Compressed Air Energy Storage costs require a 26c/kWh storage spread to generate a 10% IRR at a $1,350/kW CAES facility, with 63% round-trip efficiency, charging and discharging 365 days per year. Our numbers are based on top-down project data and bottom up calculations, both for CAES capex (in $/kW) and…

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  • Gas fractionation: NGL economics?

    Gas fractionation: NGL economics?

    Gas fractionation separates out methane from NGLs such as ethane, propane and butane. A full separation uses up almost 1% of the input gas energy and 4% of the NGL energy. The costs of gas fractionation require a gas processing spread of $0.7/mcf for a 10% IRR off $2/mcf input gas, or in turn, an…

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  • Energy needed to produce steam: enthalpy and entropy data?

    Energy needed to produce steam: enthalpy and entropy data?

    This data-file quantifies the energy needed to produce steam, for industrial heat, chemicals, CCS plants and hydrogen reforming? As rules of thumb, low pressure saturated steam at 100โ—ฆC requires 2.6 GJ/ton (720kWh/ton), medium pressure dry steam at 6-bar and 300โ—ฆC requires 3 GJ/ton (830kWh/ton) and super-critical steam at 250-bar and 600โ—ฆC requires 4 GJ/ton (1,150kWh/ton).

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  • Energy security: volcanos versus solar panels?

    Energy security: volcanos versus solar panels?

    Every 30-years on average, a giant volcano erupts, ejecting >10km3 of debris, including aerosols that dim the sun and temporarily cool the planet by 0.5-1C. After Mount Pinatubo erupted in 1991, US solar insolation fell by 20% in 1992. What implications for global energy security and energy transition?

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  • Prysmian: power cable technology breakthroughs?

    Prysmian: power cable technology breakthroughs?

    Prysmian scores well on our patent assessment framework. We conclude an array of incremental improvements and industry specializations confer a partial moat and helps to de-risk future installation work.

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