Search results for: “renewables”
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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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SolarEdge: solar-electronics breakthrough?
SolarEdge specializes in the power-electronics needed to use solar energy in practical power systems. Our patent review finds a good, but broad array of incremental improvements. They suggest a vast future market in solar-battery energy systems.
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California curtailment: key numbers from 2021?
This data-file tracks curtailment of wind and solar assets in California. c25% of California’s total grid demand in 2021 was met by wind and solar. On average, 0.4% of the wind and 4% of the gross solar generation were curtailed throughout the year. But the data are highly variable.
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Power transmission: raising electrical potential?
Electricity transmission matters in the energy transition, integrating dispersed renewables over long distances to reach growing demand centers. This 15-page note argues future transmission needs will favor large HVDCs, costing 2-3c/kWh per 1,000km, which are materially lower-cost and more efficient than other alternatives.
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HVDC transmission: leading companies?
The global HVDC market is $10bn pa, and it might typically cost c€100-600 M to connect a large and remote renewables project to the grid or run a small HVDC inter-connector. This data-file reviews the market leaders in HVDC, based on 5,500 patents. A dozen companies stand out, with c$40bn of combined revenues from power…
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World’s largest energy assets: by category and risk?
The largest hydrocarbon mega-projects are still 10-25x larger than the world’s largest solar and offshore wind projects. Risks are different in each category. But on a risked basis, global energy supplies may come in c2% lower than base case forecasts
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Scope 4 emissions: avoided CO2 has value?
Scope 4 CO2 reflects the CO2 avoided by an activity. This 11-page note argues the metric warrants more attention. It yields an ‘all of the above’ approach to energy transition, shows where each investment dollar achieves most decarbonization and maximizes the impact of renewables.
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Supercapacitors: case studies for renewable-heavy grids?
Supercapacitors are well suited to smoothing short-term volatility in increasingly renewables-heavy grids. Typical systems are 10kW-10MW, 1M chage-discharge cycles, 5-30 seconds storage and $30/kW costs. Expect the market to surprise to the upside, especially in combination with other power-electronics. Who benefits?
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Energy demand forecasts: making predictions about the future?
How accurate are energy demand forecasts? Long-term forecasts for total global energy demand can easily be wrong by +/- 10%. Oil market forecasts tend to be amiss by 0.6% x the number of years away. Oil and coal seem to have been consistently under-estimated since 2020. Solar and wind were consistently underestimated in 2010-20, but…
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Decarbonizing global energy: the route to net zero?
This 17-page report revisits our roadmap for the world to reach ‘net zero’ by 2050, after integrating over 1,000 pieces of research from 2019 through 2022. Our updated roadmap includes large upgrades for renewables and energy efficiency; less reliance on new energies breakthroughs; but most of all, simple, pragmatic progress is needed as bottlenecks and…
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