the research consultancy for energy technologies
…40% by embedded energy. Another 10kg of material is contained in the balance of project, across inverters, wiring, structural supports, other electronics. Thus the energy embedded in manufacturing the panel…
…energy. If this energy is going to be harnessed for useful work, then there may also be small additional losses for important power electronics, transformers and power transmission. What determines…
…GDP is up c50% in the West and up 5.5x in China. The greatest leakage has likely occurred for cars, electronics and machinery. Although other sectors such as solar panels…
…turbines. The other large bottleneck is in downstream power electronics for integrating wind with power grids. Leading companies in offshore wind turbine installation vessels include DEME, MPI, Van Oord, Cadeler,…
…the solutions are software-side, which will lower their implementation cost, and not pull too hard on already-bottlenecked power electronics. However, as usual, we find it harder to de-risk algorithm-heavy patents….
…(40,000 hours versus 90,000 hours, as general rules of thumb). This is primarily because the membranes are fragile. And H+ ions are, by definition, acidic. But as with all power-electronics,…
…lithium ion batteries are 75-95% efficient. The technology is only getting better, including via power electronics and electric motors. So this is a game changer for light transportation, which becomes…
…with next-generation SiC semiconductor, which are creating an exciting jolt forwards in the power electronics behind practically all of the core areas of the energy transition (TSE research note here)….
…in sectors linked to electrification, across utilities, power electronics and semiconductors. Some of the names that have stood out in our research are noted on pages 4-5. Consuming the metals…
…do think the terms of trade are shifting in favor of grid operators, power electronics, transmission infrastructure, developers that can use their own power and consumers that can demand shift….