…up new energy supplies and cure energy shortages, please see our article here. Learn what are the top ten bottlenecks that set the ‘upper limit’ on renewables’ capacity additions here….
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…
Electricity transmission matters in the energy transition, integrating dispersed renewables over long distances to reach growing demand centers. This 15-page note argues future transmission needs will favor large HVDCs, costing…
…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…
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…
…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…
…the metric warrants more attention. It yields an ‘all of the above’ approach to energy transition, shows where each investment dollar achieves most decarbonization and maximizes the impact of renewables….
…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…
…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,…
…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…