the research consultancy for energy technologies
Could renewables increase hydrocarbon realizations? Or possibly even double the value in flexible LNG portfolios? Our reasoning includes rising regional arbitrages, and growing volatility amidst lognormal price distributions (i.e., prices…
…in battery costs, and 55% of the grid must still come from other sources, where infrastructure must still be maintained and included in rate bases. Renewables may add 4-6c/kWh to…
…(page 6) that demand will surprise to the upside (page 7), anticipated resources may underestimate renewables’ volatility (page 8), planning has become politicized (page 9) and some regions will deteriorate…
…coal production and renewables for electricity. The full data-file shows our calculations, for transparency, with data into the energy self-sufficiency by country in Argentina, Australia, Brazil, Canada, China, Colombia, the…
…security. Most notably, China is substituting oil import reliance for domestic coal and renewables. But other regions may have less motivation to ramp electric vehicles, while doing so will largely…
…in the lower 20% of all hours have crashed, from $25/MWH in 2013 to just $7/MWH in 2024, reflecting times when grids are over-saturated with renewables. The most striking data…
…This is why co-deploying renewables+batteries can help to surmount power grid bottlenecks. And in turn, this is why we think battery co-deployment is accelerating. If a battery is run purely…
…battery sales through 2030 hinge on our outlook for electric vehicles as reflected in our global vehicle sales database, and our outlook for co-deployment of batteries with renewables, as reflected…
…estimates. Larger projects tend to take longer. Delays in constructing power generation facilities are also heavily skewed, as 10% of the projects comprise 50% of the delays. In 2024, renewables…
…peaking at 50% in 1999 on a global basis, then declining to 40% in 2023, due to the ramp-up of intermittent renewables, which lowers utilization rates of other power infrastructure,…