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Search results for: “power electronics”

  • Energy and national security: network risk?

    Energy and national security: network risk?

    National security risks are rising in developed world energy systems, as geopolitics grow more adversarial, and cyber-attacks are at new highs. This 16-page report finds that electrification is on balance making energy systems more vulnerable, then outlines mitigation measures, and opportunities?

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  • Wind turbine capacity factors: by country, by facility?

    Wind turbine capacity factors: by country, by facility?

    Wind turbine capacity factors average 26% globally. But they vary from c20% in non-windy countries to 45% in the windiest countries. And they also vary within countries, with a normal distribution and a standard deviation of 7-12%. This data-file maps capacity factors of wind power generation.

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  • US electricity demand: by sector, by use, over time?

    US electricity demand: by sector, by use, over time?

    US electricity sales reached 4,000 TWH in 2024, rising +2.3% YoY, and bringing the trailing ten-year CAGR to 0.5% pa. The current breakdown is 38% residential, 36% commercial, 26% industrial. All three are now growing. To help understand load growth, this data-file is a breakdown of US electricity demand by sector, by use and over…

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  • Exail: inertial navigation technology?

    Exail: inertial navigation technology?

    Exail Technologies is listed in Paris and focuses on navigational and maritime robotics. It has a range of maritime drones, with applications from mine-sweeping to assisting with offshore wind, offshore oil and gas and civil infrastructure projects in coastal waters. A key to these drones is incorporating Exail’s Inertial Navigation Systems. We have reviewed the…

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  • Industrial robots: arm’s reach?

    Industrial robots: arm’s reach?

    5 million industrial robots have now been deployed globally, in an $18bn pa market. But growth could inflect, with the rise of AI, and to solve labor bottlenecks, as strategic value chains are re-shored. Robotics effectively substitute labor inputs for electricity inputs. Hence today’s 18-page report compiles 25 case studies, explores the theme and who…

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  • Additive manufacturing: fine print?

    Additive manufacturing: fine print?

    Can additive manufacturing overcome bottlenecks in gas turbine components, aerospace-related capital goods, and custom products that are unlocked by AI? This 16-page report re-evaluates the outlook for 3D printing, its economics, energy use, and company implications.

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  • Itron: smart energy network technology?

    Itron: smart energy network technology?

    Itron is a US-leader in smart energy meters and smart energy networks. Once you have these smart meters widely deployed across the electricity network, you can start to do really interesting things. This data-file gathers concrete examples of Itron’s smart energy network technology, based on reviewing 15 patents.

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  • US energy consumption by State and by source?

    US energy consumption by State and by source?

    Total useful energy consumption in the US runs at 12,500 TWH pa, or 37 MWH pp pa. But this data-file disaggregates useful US energy consumption by State and by energy source, from 2000 to 2024. The US energy system is not a monolith, but full of amazing regional variation.

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  • VoltaGrid: mobile micro-grid technology?

    VoltaGrid: mobile micro-grid technology?

    VoltaGrid has become the largest provider of mobile, natural gas reciprocating engines in the US, reaching GW-scale in 2025, in order to rapidly energize data centers, e-frac operations in shale, and other micro-grids in mining and industry amidst power grid bottlenecks. This data-file reviewed VoltaGrid’s mobile micro-grid technology and patents.

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  • Gecko Robotics: AI Asset Inspection?

    Gecko Robotics: AI Asset Inspection?

    Gecko Robotics is a leader in AI+Robotics (AIR), which can save tens of millions of dollars per year, when autonomous asset inspections are used to eliminate down-time and optimize maintenance operations. The company has already reached $1.25bn of valuation. The value hinges on the marriage of specialized hardware with an AI platform. This holds lessons…

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