New energies: filter feeder?

Harmonic distortions have several detrimental effects on electrical systems. Harmonic filters reduce the amount of total distortions in a system, providing power savings and reducing equipment degradation.

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…

Energy market volatility: climate change?

Wind and solar produce power intermittently. As they ramp to provide higher shares of total grid power, they will also increase the magnitude low likelihood volatility events. This will increase the overall volatility of global energy markets.

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…

Enhanced geothermal: digging deeper?

Initial costs of enhanced geothermal projects are likely 10-15 c/kWh-th, equivalent to $40/mcfe, but capex deflation can reduce costs by at least 30-50%, possibly more...

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…

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