Search results for: “gas”
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Renewable-heavy grids: dividing the pie?
The levelized cost of partial electricity (LCOPE) is very different from the levelized cost of total electricity (LCOTE). This 21-page note explores the distinction. It suggests renewables will peak at 30-60% of power grids? And gas is well-placed as a back-up, set to surprise, by entrenching at 30-50% of renewables-heavy grids?
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Peak commodities: everything, everywhere, all at once?
This 15-page note evaluates 10 commodity disruptions since the Stone Age. Peak demand for commodities is just possible, in total tonnage terms, as part of the energy transition. But it is historically unprecedented. And our plateau in tonnage terms is a doubling in value terms, a kingmaker for gas, plastics and materials. Outlooks for 30…
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Global energy demand by end use?
This data-file is a breakdown of global energy demand by end use, drawing across our entire research library, to disaggregate the global energy system across almost 50 applications, across transportation, heat, electricity, materials and manufacturing. Numbers, calculations, efficiencies and heating temperatures are in the data-file.
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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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Generac: power generation products?
Generac is a US-specialist in residential- and commercial-scale power generation solutions, founded in 1959, headquartered in Wisconsin, with 8,800 employees and $7bn of market cap. What outlook amidst power grid bottlenecks? To answer this question, we have tabulated data on 250 Generac products.
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Cummins: diesel engine and generator technology?
Cummins is a power technology company, listed in the US, specializing in diesel engines, underlying components, exhaust gas after-treatment, diesel power generation and pivoting towards hydrogen. We reviewed 80 patents from 2023-24. What outlook for Cummins technology and verticals in the energy transition?
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Commodity price volatility: energy, metals and ags?
Commodity price volatility tends to be lognormally distributed, based on the data from ten commodities, over the past 50-years. Means are 20% higher than medians. Skew factors average +1.5x. Standard errors average 50%, while more volatile prices have more upside skew.
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Engineering and construction companies screen?
40% of total installed project costs tend to accrue to construction companies, as screened in this data-file. The average of 25 large engineering and construction companies has 100 years of operating history, 35,000 employees, generated $13bn pa of revenues in 2023, and at a c4% EBIT margins.
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Energy self-sufficiency by country and over time?
This data-file tabulates energy self-sufficiency, by country, over time, across 30 of the largest economies in the world. Among this sample, the median country generates 70% of its energy domestically, and is reliant on imports for 30% of the remainder. Energy self-sufficiency varies vastly by country.
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Pumped hydro: generation profile?
Pumped hydro facilities can provide long-duration storage, but the utilization rate is low, and thus the costs are high, according to today’s case study within the Snowy hydro complex in Australia. Tumut-3 can store energy for weeks-months, then generate 1.8 GW for 40+ hours, but it is only charging/dischaging at 12% of its nameplate capacity.
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