Search results for: “renewables”
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HVDC power transmission: the economics?
This model captures the economics of transporting electricity (e.g., wind and solar), over vast distances, using high voltage direct current power cables (HVDCs). Our base case shows a 3-10c/kWh transportation spread is required to earn a 10% levered IRR on 1,000-mile cable.
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Wind and solar capacity additions?
Global wind and solar capacity additions reached 600GW pa (AC-basis) in 2024, which is 2x higher than in 2021 and 10x higher than in 2011. The pace of gross wind and solar capacity additions can rise by a further 5x by 2050, bringing wind and solar to 60% of a greatly expanded global power grid…
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Energy economics: an overview?
This data-file provides an overview of energy economics, across 175 different economic models constructed by Thunder Said Energy, in order to put numbers in context. This helps to compare marginal costs, capex costs, energy intensity, interest rate sensitivity, and other key parameters that matter in the energy transition.
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Green hydrogen electrolysers in Europe: a database?
This data-file derives conclusions into green hydrogen electrolysers in Europe, based on c240 distinct projects. The market is shifting away from smaller alkaline electrolyers to super-giant PEMs and SOECs. Key controversies are visibly emerging around power sources and hydrogen uses.
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Power generation: sensitivity to high-temperature heatwaves?
This data-file aims to provide a simple model for how generally well-covered grids can fail catastrophically during a heatwave. We have drawn on technical papers to quantify the deterioration of solar, gas, transmission and distribution losses, wind and other generation sources at higher temperatures.
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Stem: grid-scale battery breakthrough?
Stem Inc. went public via SPAC in April-2021, supporting grid-scale batteries with optimization software, which can lower energy bills by 10-30% in the energy transition. Its patents scored reasonably well on our usual framework. Managing short-term renewables volatility was a crucial focus.
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Power cables: carrying capacity and loss rates?
This data-file calculates the power carrying capacity of power cables, plus the resistive losses of power cables. Both are modeled as a function of their voltage, current density, copper and/or aluminium content, resistance and connection type. Underlying data are drawn from data we have tabulated on over 100 conductors, their ratings and costs.
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Form Energy: long-duration battery breakthrough?
Form Energy is aiming to commercialize a metal-air battery, for long-duration energy storage, using only safe and Earth-abundant materials. The first 1MW/150MWH system could be deployed by 2023. Compared to other patent libraries, we have found it harder to de-risk Form’s technology.
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Transformers: rise of the beasts?
A transformer is needed to step the voltage up or down at every inter-connection point in the grid. Hence this 14-page note explores how renewables and EVs will expand future transformer markets. The main challenge is that the need for smaller, simpler units may exacerbate margin pressure in an already competitive industry. So who is…
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Integrated energy: a new model?
This 14-page note lays out a new model to supply fully carbon-neutral energy to a cluster of commercial and industrial consumers, via an integrated package of renewables, low-carbon gas back-ups and nature based carbon removals. This is remarkable for three reasons: low cost, high stability, and full technical readiness.
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