Search results for: “power electronics”
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Power grids: down to the wire?
Power grid circuit kilometers need to rise 3-5x in the energy transition. This trend directly tightens global aluminium markets by over c20%, and global copper markets by c15%. Slow recent progress may lead to bottlenecks, then a boom? This 12-page note quantifies the rising demand for circuit kilometers, grid infrastructure, underlying metals and who benefits?
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Electric vehicles: motors and magnets?
This data-file assesses electric vehicle magnets, permanent magnets and the use of Rare Earth materials such as neodymium (NdFeB). 80-90% of recent EVs have used Rare Earth permanent magnets, averaging 1.5 kg per vehicle, or 7.5g/kW of drive-train power, across the data-file. But the numbers vary vastly. From 0-4 kg per vehicle. 20 vehicles from…
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Power grids: when will wind and solar peak?
Wind and solar will most likely peak at 50-55% of power grids, without demand-shifting and batteries; more in wind-heavy grids, less in solar heavy grids. This 12-page note draws conclusions from the statistical distribution of renewables’ generation across 100,000 x 5-minute grid intervals.
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Power grids: the biggest bottleneck in the world?
Power grids will be the biggest bottleneck in the energy transition, according to this 18-page report. Tensions have been building for a decade. They are invisible unless you are looking. And the tightness could last a decade. Further acceleration of renewables may be thwarted. And we are re-thinking grid back-ups.
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Electromagnetic energy: Planck, Shockley-Queisser, power beaming?
Electromagentic radiation is a form of energy, exemplified by light, infrared, ultraviolet, microwaves and radiowaves. What is the energy content of light? How much of it can be captured in a solar module? And what implications? We answer these questions by explaining the Planck Equation and Shockley-Queisser limit from first principles.
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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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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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Solar+battery co-deployments: output profiles?
Solar+battery co-deployments allow a large and volatile solar asset to produce a moderate-sized and non-volatile power output, during 40-50% of all the hours throughout a calendar year. The smooth output is easier to integrate with power grids, including with a smaller grid connection. The battery will realistically cycle 100-300 times per year.
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Kraken Technologies: smart grid breakthrough?
Kraken Technologies is an operating system, harnessing big data across the power value chain, from asset optimization, to grid balancing, to utility customer services. We reviewed ten patents, which all harness big data, of which 65% optimize aspects of the grid, and 40% are using AI. This supports the deployment of distributed energy, renewables and…
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Power grid bottlenecks: flattening the curve?
Will persistent grid bottlenecks de-rail electricity growth? This 18-page report explores using batteries and smart energy systems to reduce the need for new power lines. This option can be surprisingly economical, when back-tested on real-world load profiles. Hence we are upgrading our battery outlook.
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