…to rapidly add MW, then the grid is going to fall over. This is why we care predominantly about batteries producing MW. https://thundersaidenergy.com/2022/09/01/solar-volatility-tell-me-lies-tell-me-sweet-little-lies/ https://thundersaidenergy.com/2021/06/24/power-grids-hell-is-a-hot-still-summers-day/ Grid-scale batteries will tend to minimize…
…trajectories” and the most likely reason we would be wrong would be because shale’s smooth production growth would be disrupted by “periodic oil price volatility”. At the time we envisaged…
This 11-page note summarizes the key conclusions from our energy transition research in 1Q24 and across 1,400 companies that have crossed our screens since 2019. Volatility is rising. Power grids…
…renewables projects, to cushion the high short-term volatility of wind, high short-term volatility of solar, provide synthetic inertia, and thus ensure high power quality in increasingly renewable-heavy grids. We see…
There has never been more controversy over the fair values of power generation assets, which hinge on their remaining life, utilization, flexibility, power prices, rising grid volatility and CO2 credentials….
…(LCOTE) of 18c/kWh. Introduce volatility into the weather pattern, and the requirement for a fully solar-powered grid is that each 1MW of average load requires 5MW of solar modules and…
…Biogas is a mixture of 40-75% methane, 20-50% CO2, H2O, nitrogen, oxygen, H2S, ammonia, and other impurities such as siloxanes, mercaptans and other volatile organic compounds. Different assets of biogas…
…example, wind and solar are more volatile than conventional generation. They do not inherently provide any inertia or reactive power. For an explanation of these effects, and an example of…
…30% volatile components that will gas out when coal is heated, 12% moisture (i.e., water) and 12% ash. (Note that the numbers do not add to 100% because some of…
…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 case study into battery operations….