Search results for: “renewables”
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LFP batteries: cathode glow?
LFP batteries are fundamentally different from incumbent NMC cells: 2x more stable, 2x longer-lasting, $15/kWh cheaper reagents, $5/kWh cheaper manufacturing, and $25/kWh cheaper again when made in China. This 15-page report argues LFP will dominate future batteries, explores their costs, and draws implications for EVs and renewables.
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Solar+battery co-deployments: output profiles?
Solar+battery co-deployments allow a large and volatile solar asset to produce a moderate-sized and non-volatile power output, during 40-50% of all the hours throughout a calendar year. The smooth output is easier to integrate with power grids, including with a smaller grid connection. The battery will realistically cycle 100-300 times per year.
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Lithium ion battery volumes by chemistry and use?
The lithium ion battery market reached 900GWH in 2023, representing 7x growth in the past half-decade since 2018, and 20x growth in the past decade since 2013. Volumes treble again by 2030. This data-file breaks down global ithium ion battery volumes by chemistry and be end use. A remarkable shift to LFP is underway, and…
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US power generation under development over time?
An all-time record of 180GW of new power generation is currently under development in the US in 4Q24, enough to expand the US’s 1.3TW power grid by almost 15%. This data-file tracks US power generation under development, as a leading indicator for gas turbine, wind, solar and battery demand. Gas turbines and battery co-deployments are…
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Global gas turbines by region and over time?
Global gas turbine additions averaged 50 GW pa over the decade from 2015-2024, of which the US was 20%, Europe was 10%, Asia was 50%, LatAm was 10% and Africa was 10%. Yet global gas turbine additions could double to 100 GW pa in 2025-30. This data-file estimates global gas turbine capacity by region and…
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Kraken Technologies: smart grid breakthrough?
Kraken Technologies is an operating system, harnessing big data across the power value chain, from asset optimization, to grid balancing, to utility customer services. We reviewed ten patents, which all harness big data, of which 65% optimize aspects of the grid, and 40% are using AI. This supports the deployment of distributed energy, renewables and…
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Material and manufacturing costs by region: China vs US vs Europe?
Material and manufacturing costs by region are compared in this data-file for China vs the US vs Europe. Generally, compared with the US, materials costs are 10% lower in China, and 40% higher in Germany, although it depends upon the specific value chain. A dozen different examples are contrasted in this data-file, especially for solar…
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Smart Wires: grid capacity breakthroughs?
This Smart Wires technology review finds that Static Synchronous Series Compensators (SmartValve) and dynamic line rating software (SUMO) can increase throughput along existing transmission lines by 20-100%+. The patents confer a visible moat around SmartValve and focus on improving electrical performance reducing deployment costs.
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Energy and national security: network risk?
National security risks are rising in developed world energy systems, as geopolitics grow more adversarial, and cyber-attacks are at new highs. This 16-page report finds that electrification is on balance making energy systems more vulnerable, then outlines mitigation measures, and opportunities?
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Conveyor costs: economics of moving bulk material?
Conveyors are often the most economical way to move bulk materials over long distances, e.g., from a mine to a processing plant, with an economic cost of $0.1/ton-km, in order to generate a 10% IRR on capex, opex and other costs. These costs are c30% lower than for heavy trucks, opex is at least 60%…
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