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Search results for: “renewables”

  • Solar costs: four horsemen?

    Solar costs: four horsemen?

    Solar costs have deflated by an incredible 90% in the past decade to 4-7c/kWh. Some commentators now hope for 2c/kWh by 2050. Further innovations are doubtless. But there are four challenges, which could stifle future deflation or even re-inflate solar. Most debilitating would be a re-doubling of CO2-intensive PV-silicon?

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  • Array Technologies: solar tracking breakthrough?

    Array Technologies: solar tracking breakthrough?

    Array Technologies IPO-ed in October-2020. It manufactures solar tracking systems, supporting 25% of US solar modules installed to date. Its systems can uplift solar generation by 5-25%.ย we found clear, specific, intelligible patents, back-stopping six out of seven key strengths that have been cited by the company.

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  • Turquoise hydrogen from methane pyrolysis: economics?

    Turquoise hydrogen from methane pyrolysis: economics?

    Turquoise hydrogen is produced by thermal decomposition of methane at high temperatures, from 600-1,200โ—ฆC. Costs can beat green hydrogen. This data-file quantifies the economics (in $/kg), how to generate 10% IRRs, possible capex costs, and remaining challenges for commercialization.

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  • Moore’s law: causes and new energies conclusions?

    Moore’s law: causes and new energies conclusions?

    Mooreโ€™s law entails that computing performance doubles every 18-months. Which has held true since 1965. This exponential progress has been driven by three positive feedback loops. Can these same feedback loops unlock a similar trajectory for new energies costs? We find mixed evidence.

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  • Solar power: decommissioning costs?

    Solar power: decommissioning costs?

    This data-file aims to break down the costs of decommissioning solar projects. Gross costs are estimated within a range of $0.03-0.20/W, which is around 3-20% of the initial installation costs. What might help is the ability to re-use old panels, which could possibly even allow a small profit at end-of-life.

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  • Solar inverters: companies, products and costs?

    Solar inverters: companies, products and costs?

    This data-file tracks some of the leading solar inverter companies and inverter costs, efficiency and power electronic properties. As China now supplies 85% of all global inverters, at 30-50% lower $/W pricing than Western companies, a key question explored in the data-file is around price versus quality.

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  • Siemens Gamesa: giant wind turbine breakthroughs?

    Siemens Gamesa: giant wind turbine breakthroughs?

    Siemens Gamesa is a leader in offshore wind, pushing the boundaries towards a 14MW turbine with an incredible 222m rotor diameter. Our main debate from reviewing its patents is whether the engineering challenges of large turbines is consistent with deflation expectations.

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  • Windy physics: how is power of a wind turbine calculated?

    Windy physics: how is power of a wind turbine calculated?

    This data-file is an overview of wind power physics. Specifically, how is the power of a wind turbine calculated, in MW, as a function of wind speed, blade length, blade number, rotational speed (in RPM) and other efficiency factors (lambda). A large, modern offshore wind turbine will have 100m blades and surpass 10MW power outputs.

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  • Offshore wind: will costs follow Moore’s Law?

    Offshore wind: will costs follow Moore’s Law?

    Some commentators expect the levelized costs of offshore wind to fall another two-thirds by 2050. The justification is some eolian equivalent of Mooreโ€™s Law. Our 16-page report draws five contrasts. Wind costs are most likely to move sideways, even as the industry builds larger turbines. Implications for developers are explored.

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  • Small-scale wind turbines: leading companies?

    Small-scale wind turbines: leading companies?

    This screen compares the offerings of a dozen small-scale wind turbine providers, with power ratings below 30kW, for residential energy generation. Costs range from $1,000-6,000/kW.ย The three key challenges are performance, relaibility and cost.

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