Hydrogen: overview and conclusions?
…have displaced 100MWH of high-carbon electricity directly (e.g., from coal). And all the more so, amidst painful energy shortages. (5) Backing up renewables? It is often argued that renewables will…
Global decarbonization: speeding up or slowing down?
…population growth, +1.4% pa rising incomes, -1.4% pa efficiency gains, -0.5% renewables, 0% nuclear, +0.2% ramping back coal due to underinvestment in gas. Depressingly, progress towards net zero slowed in…
Smooth operators: who benefits from volatile power grids?
Some industries can absorb low-cost electricity when renewables are over-generating and avoid high-cost electricity when they are under-generating. The net result can lower electricity costs by 2-3c/kWh and uplift ROCEs…
Renewable grids: solar, wind and grid-scale battery sizing?
…timeframe. Then model how big a battery is required to move the renewables to align with the timing of the power demand curve. This data-file works through the maths, for…
Power grids: when will wind and solar peak?
…solar heavy grids. This 12-page note draws conclusions from the statistical distribution of renewables’ generation across 100,000 x 5-minute grid intervals. $499.00 – Purchase Checkout Added to cart Wind and solar are…
Pumped hydro: generation profile?
…Hence we think the rise of renewables will entrench natural gas. https://thundersaidenergy.com/2024/07/04/back-up-does-ramping-renewables-displace-gas/ Finally, the evidence suggests that a typical pumped hydro generation profile is less actively used for short-term grid…
Global energy market model for the energy transition?
…global electricity by 2021, of which two-thirds is wind, one-third is solar; making up 13.5% of OECD electricity and 8% of non-OECD electricity. Ramp renewables first. By moving Heaven and Earth,…
Portfolio Construction for Energy Majors?
This data-model calculates risk-adjusted returns available for different portfolio weightings in the energy sector, as companies diversify across upstream, downstream, chemicals, corporate, renewables and CCS investments. The methodology is a…
Variable Power Tariffs Exacerbate Social Inequalities?
…important as intermittent renewables reach in developed world power grids (note here). $189.00 – Purchase Checkout Added to cart Residential electricity demand is inelastic, with a 20% price-increase yielding a mere 1%…
Energy infrastructure: labor intensity?
…per TWH, rising to 800 per TWH if you include service station staff. Underlying data are sourced from the US Bureau of Labor Statistics. Renewables have a jagged profile. A…