Search results for: “small scale LNG”
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Global power price volatility tracker?
The volatility of power grids has doubled over the past decade from 2013-2024. This data-file tracks the percentile-by-percentile distributions of power prices, each year, in seven major grid regions (Texas, California, US MidWest, Australia, the UK, Germany, and Spain), as a way of tracking increases in global power price volatility. The growing volatility of power…
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EV incentives: vehicle taxes by country?
Vehicle taxes by country are tabulated in this data-file, based on vehicles’ pre-tax prices, tailpipe emissions, weight, engine size and power. They range from sub-10% of the cost of the underlying vehicle in the US, through to 150% in Norway, and above 100% in Netherlands, Denmark and France. What implications for EV adoption?
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Lithium ion battery volumes by chemistry and use?
The lithium ion battery market reached 900GWH in 2023, representing 7x growth in the past half-decade since 2018, and 20x growth in the past decade since 2013. Volumes treble again by 2030. This data-file breaks down global ithium ion battery volumes by chemistry and be end use. A remarkable shift to LFP is underway, and…
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US power generation under development over time?
An all-time record of 180GW of new power generation is currently under development in the US in 4Q24, enough to expand the US’s 1.3TW power grid by almost 15%. This data-file tracks US power generation under development, as a leading indicator for gas turbine, wind, solar and battery demand. Gas turbines and battery co-deployments are…
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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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US nuclear generation by company?
US nuclear generation of 800 TWH pa has come from 94 reactors, at 65 nuclear plants, owned by c50 companies, with 102 GW of current capacity. This data-file breaks down the industry by plant and by owner/operator, and assesses the restart potential of shuttered nuclear plants.
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Leilac low-carbon cement technology?
This data-file explores Leilac low-carbon cement technology, which separates the calcination stage, within an indirectly heated reactor, so that 98% pure CO2 can be gathered and sequestered, with requiring post-combustion CCS (amines). Patents from parent company, Calix, lock up the technology, with clear and intelligible details, although this also shows where the challenges are.
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Battery swapping: leading companies?
Leading companies in battery swapping are covered in this data-file, with the dozen largest companies operating around 25,000 stations by the end of 2024 (80% for 2-3 wheelers, 20% for cars or larger vehicles). Rapid expansion is guided. CATL says swap stations could meet the needs of one-third of electric vehicles by 2030. This data-file…
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Battery swapping: off to the races?
Battery swapping has seen a sudden surge of interest, especially for cars in China, some heavy vehicles, and two-wheelers throughout emerging markets. Can the theme re-accelerate EVs? This 19-page report finds many advantages, controversies over costs, and profiles leading companies.
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