HVDC transmission: leading companies?
Leading companies in HVDC. The global HVDC market is around $10bn per annum in 2021, growing at 7-11% per annum, with the goal of inter-connecting large renewables projects and stabilizing…
World’s largest energy assets: by category and risk?
…also shifting to smaller assets (renewables, shale), where the main risks are systemic ones that impact all assets, such as particularly non-windy years or possible kamikaze policies such as fracking…
Supercapacitors: case studies for renewable-heavy grids?
…that this market will likely surprise to the upside. Ultracapacitors are particularly well-suited to back up the short-term volatility of renewables. But the trend is opaque, as many of the…
Global gas: five predictions through 2030?
…Europe are discussed on page 3, including our latest gas supply modelling. Who is no longer in the firing line? If the ramp up of renewables primarily displaces Russian gas,…
Battery degradation: causes, effects & implications?
…in the demand for batteries, for lithium and high-quality power electronics, especially if batteries are to backstop renewables. $499.00 – Purchase Checkout Added to cart Battery degradation matters. Small changes in battery…
Energy demand forecasts: making predictions about the future?
…for global energy, oil, coal, renewables and sometimes gas, going back to the mid-2000s. Long-term global energy demand forecasts can easily be wrong by +/- 10%. If we look at…
Power grids: opportunities in the energy transition?
…average sizes of power generation facilities are here, and typical ramp rates are here. (4) Transmission is becoming the key bottleneck on renewables and electrification in the energy transition. Each…
Power grids: transmission and distribution kilometers by country?
…transmission is needed to build out wind and solar? Using our rules of thumb above, each 1 GW of new, utility-scale renewables might warrant constructing or upgrading around 500 km…
Energy transition: investment strategies?
…example is that in geographies with high renewables penetration, there may be some hidden market risk in reaching ever-higher renewables penetration? Our personal perspective is that new market risk is…
Industrial gas separation: swing producers?
…other separation technologies, and the growing capability to backstop volatile renewables (demand shifting). Compressors and vacuum pumps are simply more flexible than cryogenics, per pages 13-14. Leading companies in Pressure…