Scaling Up Renewables and Batteries
This model aims to calculate the average costs and the incentive prices required to scale up renewables in a typical developed world grid, from 25% to 40%, then to 50%,…
Production profiles: renewables vs oil and gas?
…oil and gas go 2-3x further in the short-run. To meet the same initial demand from renewables, one must currently spend 2-3x more. Further renewables deflation of c50-70% is required…
Indutrial utilization rates: manufacturing on renewables?
…why renewables’ share is not higher. One reason is that renewables operate at low utilization rates (around 35% of installed capacity) while industrial demand requires higher utilization rates. This data-file…
Ramp Renewables? Portfolio Perspectives.
It is often said that Oil Majors should become Energy Majors by transitioning to renewables. But what is the best balance based on portfolio theory? Our 7-page note answers this…
Ramping Renewables: Portfolio Perspectives?
It is often said that Oil Majors should transition to renewables and become Energy Majors. But what is the best balance based on modern portfolio theory? Our 7-page paper answers…
A new case for gas: what if renewables get overbuilt?
Overbuilding renewables may have unintended consequences, making power grids more expensive and less reliable. Hence more businesses may choose to generate their own power behind the meter, installing combined heat…
A new case for gas: what if renewables get overbuilt?
Overbuilding renewables may have unintended consequences, making power grids more expensive and less reliable. Hence more businesses may choose to generate their own power behind the meter, installing combined heat…
Backstopping renewables: cold storage beats battery storage?
Phase change materials could be a game-changer for energy storage. They absorb (and release) coldness when they freeze (and melt). They can earn double digit IRRs unlocking c20% efficiency gains…
Backstopping renewables: cold storage beats battery storage?
Phase change materials could be a game-changer for energy storage. They absorb (and release) coldness when they freeze (and melt). They can earn double digit IRRs unlocking c20% efficiency…
Decarbonized power: how much wind and solar fit the optimal grid?
…more renewables. The lowest-cost, zero-carbon power grid, we find, comprises c25% renewables, c25% nuclear and c50% decarbonized gas, with an incentive price of 9c/kWh. $579.00 – Purchase Checkout Added to cart Pages…