Search results for: “electronic electronics”

November 23, 2022

Electrification: the rings of power?

Electrification is the largest, most overlooked, most misunderstood part of the energy transition. Hence this 10-page note aims to explain the upside, simply and clearly. Electricity rises from 40% of total useful energy today to 60% by 2050. Within the next decade, this adds $2trn to the enterprise value of capital goods companies in power…
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Offshore wind: installation vessels and time per turbine?

Wind turbine installation vessels are estimated to cost $100-500/kW in the breakdown of a typical offshore wind project’s capex. Total offshore construction time is around 10 days per turbine. Wind turbine installation vessel use averages around 5 days per turbine. Data from past projects are tabulated in this data-file.
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Energy Transition Technologies?

This data-file “scores” the top technologies to transform the global energy industry and the world, as assessed by Thunder Said Energy. Each one is scored based on technical readiness, economic impact and the level of work we have conducted.
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January 19, 2023

Silicon carbide: faster switching?

Silicon carbide power electronics will jolt the energy transition forwards, displacing silicon, and improving the efficiency of most new energies by 1-10 pp. Hence we wonder if this disruptor will surprise to the upside, quintupling by 2027. This 12-page note reviews the technology, advantages, challenges, and who benefits?
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Energy storage: top conclusions into batteries?

Thunder Said Energy is a research firm focused on economic opportunities that can drive the energy transition. Our top ten conclusions into batteries and energy storage are summarized below, looking across all of our research.
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