Search results for: “gas”
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BrightLoop: clean hydrogen breakthrough?
Is Babcock and Wilcox’s BrightLoop technology a game-changer for producing low-carbon hydrogen from solid fuels, while also releasing a pure stream of CO2 for CCS? Conclusions and deep-dive details are covered in this data-file, allowing us to guess at BrightLoop’s energy efficiency and a moat around Babcock’s reactor designs?
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Grid connection sizes: residential, commercial and industrial?
What are the typical sizes of grid connections at different residential, commercial and industrial facilities? This data-file derives aggregates estimates, from the 10kW grid connections of smaller homes to the GW-scale grid connections of large data-centers, proposed green hydrogen projects and aluminium plants.
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Energy transition: key conclusions from 1Q24?
This note summarizes the key conclusions from our energy transition research in 1Q24 and across 1,400 companies in total. Volatility is rising. Power grids are bottlenecked. Hence what stands out in capital goods, clean-tech, solar, gas value chains and materials? And what is most overlooked?
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Energy and AI: the power and the glory?
The power demands of AI will contribute to the largest growth of new generation capacity in history. This 18-page note evaluates the power implications of AI data-centers. Reliability is crucial. Gas demand grows. Annual sales of CCGTs and back-up gensets in the US both rise by 2.5x? This is our most detailed AI report to…
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US electric utilities: transmission and distribution costs?
This data-file evaluates transmission and distribution costs, averaging 7c/kWh in 2024, based on granular disclosures for 200 regulated US electric utilities, which sell 65% of the US’s total electricity to 110M residential and commercial customers. Costs have doubled since 2005. Which utilities have rising rate bases and efficiently low opex?
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Moving targets: molecules, electrons or bits ?!
New AI data-centers are facing bottlenecked power grids. Hence this 15-page note compares the costs of constructing new power lines, gas pipelines or fiber optic links for GW-scale computing. The latter is best. Latency is a non-issue. Thus AI reshapes the future of US shale, midstream and fiber-optics?
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AI and Power Grid Bottlenecks: TSE Presentation, June-2024
Energy transition is entering a new era of power grid bottlenecks linked to the rise of AI, rising volatility, and materials high-grading. These themes are kingmakers for gas, midstream, marketing, efficiency, metals and advanced materials. What matters most for AI is rapidly-available, scalable baseload, which could be decarbonized in the future,at low cost. Hence data-centers…
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Wind generation case study: minute by minute volatility?
The volatility of wind generation is illustrated in this data-file, by aggregating the data for a large wind project in Australia, every five minutes, across an entire calendar year. Intra-day and inter-day volatility is 30-60% higher than for solar. 2-6 day feasts and famines are hard to backstop with batteries. Solar also cannibalizes wind?
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Reserve margins: by ISO and over time?
Reserve margins across major ISOs in the US power grid average 29% in 2024, are seen declining to 21% in the next decade by NERC, but could decline further, and below their recommended floors of at least 15%. Reasons include higher demand and controversies over the capacity contributions of renewables. This data-file tabulates reserve margin…
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Grid capacity: a wolf at the door?
This 17-page note outlines how capacity markets work, in order to stabilize global power grids. We argue reserve margins in the US grid are not as healthy as they look. Data centers are like wolves at the door. Capacity prices must rise. This boosts gas plants, grid-scale batteries and non-regulated utilities?
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