Search results for: “small scale LNG”
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Plug power: green hydrogen breakthroughs?
Our Plug Power technology review is drawn from the company’s recent patent filings, which offer some of the most detailed disclosures we have ever seen into the manufacturing of PEM electrolysers and fuel cells, underlying catalyst materials, membranes and their manufacturing. One patent seems like a breakthrough. Other patents candidly presented challenges.
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Energy transition: ten positive themes?
It can feel gloomy, forecasting 2-6% global energy shortages, bottlenecks on material value chains that must scale by 3-30x, and even fearing that global conflicts will volatilize commodity prices. Yet there are ten themes that particularly excite us, presented here, from faster technology progress, to world-changing efficiency technologies and a new age of ‘advanced materials’.
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CCS absorbers: unit sizing and residence times?
Post-combustion CCS plants flow CO2 into an absorber unit, where it will react with a solvent, usually a cocktail of amines. This data-file quantifies operating parameters for CCS absorbers, such as their sizes, residency times, inlet temperatures, structural packings and the implications for retro-fitting CCS at pre-existing power plants.
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Redox flow batteries: for the duration?
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 renewables penetration? Or create 3-30x upside for total global Vanadium demand? This 15-page note is our outlook for redox flow batteries.
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Thermal energy storage: leading companies?
This data-file is a screen of thermal energy storage companies, developing systems that can absorb excess renewable electricity, heat up a storage medium, and then re-release the heat later, for example as high-grade steam or electricity. The space is fast-evolving and competitive, with 17 leading companies progressing different solutions.
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Wind and solar: what CO2 abatement costs of renewables?
The costs of decarbonizing by ramping up solar and wind are highly dependent on context. The purpose of this data-file is to enable stress-testing of the CO2 abatement costs of renewables, in different contexts and at different grid penetrations. Our own estimate is that solar and wind can reach 40% of the global grid for…
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BrightLoop: clean hydrogen breakthrough?
Is Babcock and Wilcox’s BrightLoop technology a game-changer for producing low-carbon hydrogen from solid fuels, while also releasing a pure stream of CO2 for CCS? Conclusions and deep-dive details are covered in this data-file, allowing us to guess at BrightLoop’s energy efficiency and a moat around Babcock’s reactor designs?
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Generac: power generation products?
Generac is a US-specialist in residential- and commercial-scale power generation solutions, founded in 1959, headquartered in Wisconsin, with 8,800 employees and $7bn of market cap. What outlook amidst power grid bottlenecks? To answer this question, we have tabulated data on 250 Generac products.
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Data-centers: the economics?
The capex costs of data-centers are typically $10M/MW, with opex costs dominated by maintenance (c40%), electricity (c15-25%), labor, water, G&A and other. A 30MW data-center must generate $100M of revenues for a 10% IRR, while an AI data-center in 2024 may need to charge $5/EFLOP of compute.
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Bill of materials: electronic devices and data-centers?
Electronic devices are changing the world, from portable electronics to AI data centers. Hence what materials are used in electronic devices, as percentage of mass, and in kg/kW terms? This data-file tabualates the bill of materials, for different devices, across different studies.
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