the research consultancy for energy technologies
…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 storage. $599.00 – Purchase Checkout Added to…
Redox flow batteries have 6-24 hour durations and require 15-20c/kWh storage spreads. They will increasingly compete with lithium ion batteries in grid-scale storage. Does this unlock a step-change for peak…
…this option. In our base case, the cost of thermal energy storage requires a storage spread of 13.5 c/kWh for a 10MW-scale molten salt system to achieve a 10% IRR,…
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…
…(in the chart above). Data-centers are like wolves at the door. Capacity prices must rise. This boosts gas plants, grid-scale batteries and non-regulated utilities? $599.00 – Purchase Checkout Added to cart US…
…is concentrated. Five companies have c70% market share, helped by features that facilitate installation, and software to optimize the operations of utility-scale solar. This data-file summarizes the leading companies in…
…comes after $3 of cost. Hence small reductions in the cost base, through technology, deliver 3x larger uplifts to free cash flow. This is why we are screening Oil companies’…
…landfill have effectively only ever risen. Even the small ‘decreases’ that seem to be visible on the chart below are functions of FX-fluctuations, while landfill rates did not actually fall…
…fuel economy of these small electric machines is truly transformational, around 100x better than a typical motorcycle (the trusty workhorse of take-aways past), around 200x better than a typical car…
…of deploying oxy-combustion in a mobile vehicle are not overlooked by the patents. (1) Space and weight limitations are more acute in a small, mobile vehicle than they are in…