the research consultancy for energy technologies
…surge upwards through the deployment of more renewables and electrification, as a mega-trend for the 21st century (page 15). Our conclusions, bluntly stated, are that some forecasts for declining global…
…and 3.5% dividend yields. We have also written a 4-7 line summary of each company. Common themes for these US electric utilities include rising capex, especially for renewables, the phase…
…reduced iron can increasingly be made with hydrogen comprising almost all of the reducing agent, and renewables-heavy electricity. Ultimately, this can reduce the total CO2 intensity to 0.6 tons/ton, which…
…can easy “demand shift” to run off a heavy share of renewables in future power grids. Inflation in cement costs could be a challenge in the energy transition. European heat,…
…boost efficiency of gas turbines and jet engines by around 5pp, mainly via improved materials (pages 9-10). How will AI reshape renewables? We think the efficiency of solar can double…
…mysterious reason, energy commentators often like to lump wind and solar together, under the rubric ‘renewables’. Why though? In our view, solar and wind are really about as similar as…
…8c/kWh in Years 25-100. https://thundersaidenergy.com/2022/06/16/levelized-cost-ten-things-i-hate-about-you/ https://thundersaidenergy.com/2023/08/03/renewables-the-levelized-cost-paradox/ What are “Real” Levelized Costs? Some commentators present levelized costs on a ‘real basis’. What this means is that there is an annual escalation…
…of blowing air and compressing CO2 for disposal (pages 9-12). Can DAC demand shift to backstop renewables? Interestingly, we think the costs and energy penalties of decarbonizing hydrocarbons with DAC…
…and excess heat from the oxy-fuelled calcining reaction can demand shift to help backstop (increasingly volatile) power grids (i.e., a ‘smooth operator‘), including amidst the build out of renewables. Another…
…grid-scale storage. Does this unlock a step-change for peak renewables penetration? Or create 3-30x upside for total global Vanadium demand? This 15-page note is our outlook for redox flow batteries….