Search results for: “renewables”
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Power grids: tenet?
How do power grids work? How will they be re-shaped by renewables? This 20-page note outlines the underpinnings of electricity markets, from theoretical physics through to looming shortages of inertia and reactive power. There are challenges back-stopping renewables and this creates opportunities.
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Residential solar plus batteries: granular data from Australia?
This data-file contains actual power flows, kindly shared by a client of Thunder Said Energy, who is based in sunny Australia, with 13.5kW of residential solar panels and the 13.5kWh Tesla Powerwall system as a back-up. The system meets an impressive 92% of year-round power needs.
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Power transmission: inter-connectors smooth solar volatility?
Can large-scale power transmission smooth renewables’ volatility? To answer this question, this horrible 18MB data-file aggregates 20-years of hour-by-hour solar insolation arriving at four cities in the US. The volatility in year-by-year can be halved by a single inter-connector.
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Renewable-heavy grids: dividing the pie?
The levelized cost of partial electricity (LCOPE) is very different from the levelized cost of total electricity (LCOTE). This 21-page note explores the distinction. It suggests renewables will peak at 30-60% of power grids? And gas is well-placed as a back-up, set to surprise, by entrenching at 30-50% of renewables-heavy grids?
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Engineering and construction companies screen?
40% of total installed project costs tend to accrue to construction companies, as screened in this data-file. The average of 25 large engineering and construction companies has 100 years of operating history, 35,000 employees, generated $13bn pa of revenues in 2023, and at a c4% EBIT margins.
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Japan gas and power: supply-demand model?
Japan’s gas and power markets are broken down by end use, traced back to 1990, and forecast forwards to 2030 in this model. Japan’s electricity demand now grows at 0.3% pa. Ramping renewables, nuclear and gas back-ups could halve Japan’s total grid CO2 intensity to below 0.25 kg/kWh by 2030.
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Solar Innovation at Big Oil?
We reviewed 37 distinct solar patents filed across the Oil Majors in 2018. Three ‘leaders’ stood out, each pursuing a different technology strategy.
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Energy Transition Technologies?
This data-file “scores” the top technologies to transform the global energy industry and the world, as assessed by Thunder Said Energy. Each one is scored based on technical readiness, economic impact and the level of work we have conducted.
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Green hydrogen: the economics?
We have modelled the economics of a green hydrogen project, electrolysing water using renewable energy. An H2 price of $8/kg ($60/mcfe) is required to earn a 10% return. Costs data are captured. The most challenging input variable is not capex cost or efficiency, but utilization rate, if the project is to be truly green.
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Levelized cost of electricity: stress-testing LCOE?
This data-file summarizes the levelized cost of electricity, across 35 different generation sources, covering 20 different data-fields for each source. Costs of generating electricity can vary from 2-200 c/kWh. The is more variability within categories than between them. Numbers can readily be stress-tested in the data-file.
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