Search results for: “small scale LNG”
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Power grids: transmission and distribution kilometers by country?
This data-file aggregates power transmission and distribution kilometers by country, across 30 key countries, which comprise 80% of global electricity use. In 2023, the world contains 7M circuit kilometers of power transmission lines and 110M kilometers of power distribution lines. Useful rules of thumb are in the data-file.
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Aker Carbon Capture: technology review?
Aker Carbon Capture is a public company, listed in Norway, with c120 permanent employees. It has developed novel solvents for post-combustion carbon capture, modular CCS plants (JustCatch, at 40-100kTpa, and BigCatch at >400kTpa). The company aims to secure contracts for 10MTpa of CCS by 2025. This technology review looks for a moat in the patents.
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MIRALON: turquoise hydrogen breakthrough?
MIRALON is an advanced material, being commercialized by Huntsman, purifying carbon nanotubes from the pyrolysis of methane and also yielding turquoise hydrogen. This data-file reviews MIRALON technology, patents, and a strong moat. Our model sees 15% IRRs if Huntsman reaches a medium-term cost target of $10/kg MIRALON and $1/kg H2.
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DAC companies: direct air capture screen?
Leading direct air capture companies (DAC companies) are assessed in this data-file, aggregating company disclosures, project disclosures and other data from patents and technical papers. The landscape is evolving particularly rapidly, trebling in the past half-decade, especially towards novel DAC solutions.
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Redox flow batteries: costs and capex?
Redox flow battery costs are built up in this data-file, especially for Vanadium redox flow. In our base case, a 6-hour battery that charges and discharges daily needs a storage spread of 20c/kWh to earn a 10% IRR on $3,000/kW of up-front capex. Longer-duration redox flow batteries start to out-compete lithium ion batteries for grid-scale…
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Thermal energy storage: cost model?
This data-file captures the costs of thermal energy storage, buying renewable electricity, heating up a storage media, then releasing the heat for industrial, commercial or residential use. Our base case requires 13.5 c/kWh-th for a 10% IRR, however 5-10 c/kWh-th heat could be achieved with lower capex costs.
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Sugar production: the economics?
The costs of sugar production are estimated at $260/ton for a 10% IRR at a world-scale sugar refinery, in a major sugar-producing region. Higher returns are achievable at recent world sugar prices, and by valorizing waste streams such as molasses for ethanol and bagasse for cogenerated electricity.
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Solar plus batteries: the case for co-deployment?
This 9-page study finds unexpectedly strong support for co-deploying grid-scale batteries together with solar. The resultant output is stable, has synthetic inertia, is easier to interconnect in bottlenecked grids, and can be economically justified. What upside for grid-scale batteries?
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Solar trackers: leading companies?
This data-file summarizes the leading companies in solar trackers, their pricing (in $/kW), operating margins (in %), company sizes, sales mixes and recent news flow. Five companies supply 70% of the market, which is worth $10bn pa, and increasingly gaining in importance?
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Companies mitigating radar interference of wind turbines?
Wind turbines create clutter and blind spots on radar systems, interfering with air traffic control, ocean monitoring and risks to national security and defence. These themes increasingly matter. Hence this data-file screens a dozen companies mitigating the radar interference of wind turbines, from large listed providers of next-gen radar systems, to start-ups developing nano-scale stealth…
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