Heliogen: concentrated solar breakthrough?
Heliogen has set a new record for concentrated solar power in November 2019, generating >1,000C temperatures from an array of c370 hexagonal mirrors, which are precisely controlled using computer vision….
Heliogen has set a new record for concentrated solar power in November 2019, generating >1,000C temperatures from an array of c370 hexagonal mirrors, which are precisely controlled using computer vision….
Energy transition is maturing as an investment theme. ‘Obvious’ portfolio tilts are beginning to look over-crowded. Non-obvious ones are looking over-looked. This note outlines the ‘top ten’ themes that excite…
This data-file tabulates the costs of carbon offsets being offered to consumers and commercial customers by c30 companies. Prices are surprisingly low, ranging from $4-40/ton of CO2. $299.00 – Purchase Checkout Added…
This data-file tracks 110,000 solar patents filed by geography, by company, by year, since 2000; but particularly in 2019. $299.00 – Purchase Checkout Added to cart Solar patent filings peaked in 2012-13…
Levelized costs of solar electricity are estimated at 7c/kWh in our base case, but can realistically range from 4-40c/kWh. This data-file is a breakdown of solar costs, as a function…
This data-file tabulates the capex costs of 35 offshore wind projects in the UK, with 8.5GW of capacity, which have been installed since the year 2000. $399.00 – Purchase Checkout Added to…
This data-file quantifies the energy costs of manufacturing solar panels, based on 10 studies and prior projects. We see the average solar project requiring 5MWH/kW, with a 2.3-year energy payback,…
This is a simple model calculating the economics of typical rooftop solar water heaters, which can save around 1T of CO2 per household per year and lower water heating bills…
This data-file tabulates the CO2 emissions from US ethanol plants, which produce around 1Mbpd of liquid fuels, giving an average CO2 intensity of ethanol of 85kg/boe. $599.00 – Purchase Checkout Added to…
Greater decarbonization at a lower cost is achievable by burying biomass (such as corn or sugarcane) rather than converting it into bio-ethanol. This model captures the economics. Detailed costs are…