Search results for: “renewables”
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US electric utilities: transmission and distribution costs?
This data-file evaluates transmission and distribution costs, averaging 7c/kWh in 2024, based on granular disclosures for 200 regulated US electric utilities, which sell 65% of the US’s total electricity to 110M residential and commercial customers. Costs have doubled since 2005. Which utilities have rising rate bases and efficiently low opex?
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Gas power generation across five-minute intervals?
Power generation data are aggregated for ten of the largest CCGTs and gas peaker plants in Australia, across five-minute intervals, May-2024 and May-2014. This makes for a fascinating case study into how gas turbines are used to stabilize power grids, backstop renewables, and how this has changed over time.
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Grid-scale battery operation: a case study?
Grid-scale batteries are not simply operated to store up excess renewables and move them to non-windy and non-sunny moments, in order to increase reneawble penetration rates. Their key practical rationale is providing short-term grid stability to increasingly volatile grids that need ‘synthetic inertia’. Their key economic rationale is arbitrage. Numbers are borne out by our…
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Coal power generation: minute-by-minute flexibility?
Coal power generation is aggregated in this data-file, at the largest single-unit coal power plant in Australia, across five-minute intervals, for the whole of 2023. The Kogan Creek coal plant produces stable baseload power, with average utilization rate of 85%. But it exhibits lower flexibility to backstop renewables than gas-fired generation.
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Global electricity: by source, by use, by region?
Global electricity supply-demand is disaggregated in this data-file, by source, by use, by region, from 1990 to 2050, triangulating across all of our other models in the energy transition, and culminating in over 50 fascinating charts, which can be viewed in this data-file. Global electricity demand rises 3x by 2050 in our outlook.
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Duck curves: US power price duckiness over time?
In solar-heavy grids, power prices trough around mid-day, then ramp up rapidly as the sunset. This price distribution over time is known as the duck curve. US power prices are getting 25-30% more ducky each year, based on some forms of measurement. Power prices are clearly linked to the instantaneous share of wind/solar in grids.
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Grid-forming inverters: islands in the sun?
The grid-forming inverter market may soon inflect from $1bn to $15-20bn pa, to underpin most grid-scale batteries, and 20-40% of incremental solar and wind. This 11-page report finds that grid-forming inverters cost c$100/kW more than grid-following inverters, which is inflationary, but integrate more renewables, raise resiliency and efficiency?
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eHighways: trucking by wire?
eHighways electrify heavy trucks via overhead catenary wires. They have been de-risked by half-a-dozen real-world pilots. High-utilization routes can support 10% IRRs on both road infrastructure and hybrid trucks. This 15-page report finds benefits in logistics networks and for integrating renewables?
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Patent Leaders in Energy
Technology leadership is crucial in energy. But it is difficult to discern. Hence, we reviewed 3,000 patents across the 25 largest companies. This note ranks the industry’s “Top 10 technology-leaders”: in upstream, offshore, deep-water, shale, LNG, gas-marketing, downstream, chemicals, digital and renewables. In each case, we profile the leading company, its edge and the proximity…
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Global LNG supply model: by project and by country?
Global LNG output ran at 406MTpa in 2024. This model estimates global LNG production by facility across 150 LNG facilities. Our latest forecasts are that global LNG demand will rise at a 6% CAGR, to reach 710MTpa by 2035, for an absolute growth rate of +30MTpa per year, but there is a supply-crunch in 2024-26,…
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