the research consultancy for energy technologies
…Checkout Added to cart Pages 2-3 explain Moore’s Law for renewables: why it matters for the new energies industry, and why sustained, exponential improvements must hinge upon positive feedback loops….
…well-supported grid falls over. The increasing share of renewables in the grid is also going to increase the odds of extreme events that sway energy balances by +/-2%, becoming 250x…
…than hardware (c20%). What surprised us about the patents is that they are mostly focused on smoothing short-term, second-by-second, minute-by-minute volatility caused by increasing renewables deployment (70%). Not moving excess…
…use of aluminium to inter-connect renewables will most likely rise from 0.3 million tons per year (MTpa) in 2021-22 to 3-5MTpa by the 2030s (versus a total global aluminium market…
Form Energy is developing long-duration energy storage to backstop renewables. The company is based in Massachusetts, has 130 employees and was founded in 2017 by a former lead from Tesla’s…
…improvements. They suggest a transition is underway to becoming a broad power-electronics company for solar-battery heavy grids, amidst the build-out of renewables. Another major theme was performing increasing levels of…
…each $1 dis-invested from fossil fuels must be replaced with $25 in renewables, to add the same new energy supplies. Future energy capex requirements are staggering. These are the conclusion…
…technically ready. The resulting energy mix and costs for the global economy are spelled out on pages 7-8, including changes to our long-term forecasts for oil, gas, renewables and nuclear….
This data-file tracks curtailment of wind and solar assets in California, in order to assess the opportunity of integrating more renewables. c25% of California’s total grid demand in 2021 was…
…zero’ scenario. Alternatively, might China ramp its coal to cure energy shortages, especially as Europe bids harder for renewables and LNG post-Russia? Today’s note presents our ‘top ten’ charts on…