Search results for: “renewables”
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Silicon carbide: faster switching?
Silicon carbide power electronics will jolt the energy transition forwards, displacing silicon, and improving the efficiency of most new energies by 1-10 pp. Hence we wonder if this disruptor will surprise to the upside, quintupling by 2027. This 12-page note reviews the technology, advantages, challenges, and who benefits?
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New energies: the age of materials?
Over the past decade, costs have deflated by 85% for lithium ion batteries, 75% for solar and 25% for onshore wind. Now new energies are entering a new era. Future costs are mainly determined by materials. Bottlenecks matter. Deflation is slower. Even higher-grade materials are needed to raise efficiency. This 14-page note explores the new…
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MOSFETs: energy use and power loss calculator?
MOSFETs are fast-acting digital switches, used to transform electricity, across new energies and digital devices. MOSFET power losses are built up from first principles in this data-file, averaging 2% per MOSFET, with a range of 1-10% depending on voltage, switching, on resistance, operating temperature and reverse recovery charge.
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Solar and wind: what decarbonization costs?
The costs of decarbonizing by ramping up solar and wind are highly dependent on context. But our best estimate is that solar and wind can reach 40% of the global grid for a $60/ton average CO2 abatement cost. This is a relatively low cost. Yet it still raises retail electricity prices from 10c/kWh to 12c/kWh.…
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New energies: filter feeder?
The $1bn pa harmonic filter market likely expands by 10x in the energy transition, as almost all new energies and digital technologies inject harmonic distortion to the grid. This 17-page note argues for premiumization in power electronics, including around solar, and screens for who benefits?
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Energy market volatility: climate change?
This 14-page note predicts a staggering increase in global energy market volatility, which doubles by 2050, while extreme events that sway energy balances by +/- 2% will become 250x more frequent. A key reason is that the annual output from wind, solar and hydro all vary by +/- 3-5% each year, while wind and solar…
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Enhanced geothermal: digging deeper?
Momentum behind enhanced geothermal has accelerated 3x in the past half-decade, especially in energy-short Europe, and as pilot projects have de-risked novel well designs. This 18-page report re-evaluates the energy economics of geothermal from first principles. Is there a path to cost-competitive, zero-carbon baseload heat?
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Purchasing power: what are generation assets worth?
There has never been more controversy over the fair values of power generation assets, which hinge on their remaining life, utilization, flexibility, power prices, rising grid volatility and CO2 credentials. This 16-page guide covers the fair values of generation assets, hidden opportunities and potential pitfalls.
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Power generation: asset lives?
Power generation asset lives average c70-years for large hydro, 55-years for new nuclear, 45-years for coal, 33-years for gas, 20-25 years for wind/solar and 15-years for batteries. This flows through to LCOE models. However, each asset type follows a distribution of possible asset lives, as tabulated and contrasted in this data-file. Asset lives of power…
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European energy: the burial of the dead?
Europe’s energy ambitions are now intractable: It is just not feasible to satisfy former climate goals, new geopolitical realities, and also power future AI data centers. Hence this 18-page report evaluates Europe’s energy options; predicts how policies are going to change; and re-forecasts Europe’s gas and power balances, both to 2030 and to 2050.
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