Search results for: “electronic electronics”
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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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Wind turbine generators: DFIGs or Rare Earth magnets?
Wind turbines can use doubly fed induction generators (DFIGs) or permanent magnet synchronous generators (PMSGs) based around Rare Earth metals. This data-file captures the trends in DFIGs vs PMSGs over time by tabulating 40 examples, as turbines have grown larger, and different wind turbine manufacturers have adopted different strategies.
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Vehicles: energy transition conclusions?
Vehicles transport people and freight around the world, explaining 70% of global oil demand, 30% of global energy use, 20% of global CO2e emissions. This overview summarizes all of our research into vehicles, and key conclusions for the energy transition.
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DC-DC power converters: efficiency calculations?
DC-DC power converters are used to alter the voltage in DC circuits, such as in wind turbines, solar MPPT, batteries and digital/computing devices. This data-file is a breakdown of DC-DC power converters’ electrical efficiency, which will typically be around 95%. Losses are higher at low loads. We think there will be upside for increasingly high-quality…
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Supercapacitors: case studies for renewable-heavy grids?
Supercapacitors are well suited to smoothing short-term volatility in increasingly renewables-heavy grids. Typical systems are 10kW-10MW, 1M chage-discharge cycles, 5-30 seconds storage and $30/kW costs. Expect the market to surprise to the upside, especially in combination with other power-electronics. Who benefits?
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Overview of inertia in renewable-heavy grids?
This overview of inertia in renewable-heavy grids tabulates the typical inertia of rotating generators, then models the resultant Rate of Change of Frequency (ROCOF) during supply disruptions. In our base case, a grid with 6 MW-s/MVA of inertia rides through a 2% supply-disruption, buffered by 1% fast frequency response (FFR), via lowering grid frequency from…
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Global commodity trade: by product by region?
Commodities comprise over $6trn of of the world’s $33trn pa in global trade, or around 20%, alongside $10trn in services, $2trn of electronic goods, $1trn in cars, $1trn in mechanical capital goods. This data-file breaks down global commodity imports and exports, by country and by region.
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Microwave Chemical: electrical heating?
Microwave Chemical is a small-cap company, developing microwave-based heating solutions, across over a dozen use cases, from acrylic recyling, to producing food/cosmetic compounds, to carbon fiber (particularly interesting!). We reviewed a dozen of the company’s patents in this data-file, which is a Microwave Chemical technology review and finds a moat in efficient microwave heating.
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Lithium ion battery volumes by chemistry and use?
The lithium ion battery market reached 900GWH in 2023, representing 7x growth in the past half-decade since 2018, and 20x growth in the past decade since 2013. Volumes treble again by 2030. This data-file breaks down global ithium ion battery volumes by chemistry and be end use. A remarkable shift to LFP is underway, and…
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Energy technology and energy transition companies?
This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy technology research, as a useful reference for TSE’s clients. The database summarizes 3,000 mentions of 1,700 energy transition companies, broader energy producing and consuming companies, their size, focus and a summary of our key conclusions, plus links…
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