European gas: anatomy of an energy crisis?
…-13% for heating, -6% for electricity and -17% for industry. The data suggest upside for future European gas, global LNG and gas as the leading backup to renewables. Underlying data…
Midstream gas: pipelines have pricing power ?!
…renewables and AI; while new pipeline investments are being hindered. So who benefits here? Answers are explored in this 13-page report. $499.00 – Purchase Checkout Added to cart There are three major…
US electric utilities: transmission and distribution costs?
…in 2024. Rising costs would seem to incentivize self-generating, especially amidst grid bottlenecks? The largest reason for rising costs is rising transmission and distribution capex to accomodate renewables, trebling from…
Gas power generation across five-minute intervals?
…makes for a fascinating case study into how gas turbines are used to stabilize power grids, backstop renewables, and how this has changed over time. $799.00 – Purchase Checkout Added to cart…
Grid-scale battery operation: a case study?
Grid-scale batteries are not simply operated to store up excess renewables and move them to non-windy and non-sunny moments, in order to increase renewables penetration rates. Their key practical rationale…
Coal power generation: minute-by-minute flexibility?
…produces stable baseload power, with an average utilization rate of 85%. But it exhibits lower flexibility to backstop renewables than gas-fired generation. $499.00 – Purchase Checkout Added to cart Kogan Creek is…
Solar plus batteries: the case for co-deployment?
…gaining traction in 2022-24, which is co-deploying renewables plus batteries, as explained on page 3. The key rationale motivating co-deploying grid-scale batteries with renewables is to circumvent power grid bottlenecks…
Global electricity: by source, by use, by region?
…Electricity generation from gas does need to rise, even with this large renewables build-out, in order to displace coal. Our numbers have gas consumption for power generation rising from 150bcfd…
Duck curves: US power price duckiness over time?
…the file is the call on non-wind and non-solar generation. Prices spike when renewables are not generating and markets must be balanced by ramping up gas peakers or disincentivizing demand….
Underinvestment risks in the energy transition?
…have elevated capital costs by 4-7% for oil and by c25% for coal, compared with the early 2010s. One consequence will be to concentrate capital into renewables, gas, and shorter-cycle oil projects…