Search results for: “volatility volatile”
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Global LNG supply model: by project and by country?
Global LNG output ran at 406MTpa in 2024. This model estimates global LNG production by facility across 150 LNG facilities. Our latest forecasts are that global LNG demand will rise at a 6% CAGR, to reach 710MTpa by 2035, for an absolute growth rate of +30MTpa per year, but there is a supply-crunch in 2024-26,…
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Very long term historical commodity prices and disruptions?
This data-file aggregates long-term historical commodity prices back to 1800, predominantly in the US, using academic records and census data. Historical commodity prices generally fell 30-70% in the 19th and early 20th century, punctuated by supply disruptions due to wars, then rose by 12.5x from 1945 to the present day.
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Sentient Energy: smart grid breakthrough?
This data-file is a technology review for Sentient Energy, assessing innovations in smart grids. Its technology can achieve energy savings via a combination of “Conservation Voltage Reduction” and “Volt-VAR optimization at the grid edge”. This also helps to integrate more solar and EV charging into power grids. We explain the technology.
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Data-centers: electricity use and demand shifting?
This data-file estimates data-centers’ electricity use and ability to demand shift. Large data centers how power demand in the range of 50-500MW. Around 40% of their electrical loads can demand shift, to help smooth out the volatility of renewables?
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Inter-correlations between solar assets?
This data-file aggregates granular data from seven solar assets around Western Europe over a sample week. Absolute volatility is around 2-4% of nominal capacity every 15-minutes, while inter-correlations range from 60-90% depending on the distance between the different assets.
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Global gas prices: by country?
Global gas prices by country are often measured at the world-famous delivery points for liquids futures contracts, such as Henry Hub and the Netherlands’ TTF. This data-file takes a broader approach, aggregating the annual gas prices by country across twenty geographies.
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Powin: grid-scale battery breakthrough?
Powin commercializes energy storage hardware and software. Its LFP battery system is 30% more compact than peers, at 200 MWH/acre, and modular, meaning it may be 50% faster to install. Our patent review finds a moat around specific process improvements, to help back up the short-term volatility of solar and wind.
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Wind energy: beyond good and evil?
Wind economics are not good or bad in absolute terms. They depend on capacity factors, which average 26% globally, but can range from 10% to 60%. In the best locations, levelized costs are below 4c/kWh. Hence this 16-page note explores global wind capacity factors and updates our wind outlook by region throgh 2050.
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India: electricity demand and power grid over time?
India’s electricity demand is growing by 6-8% (+100-140 TWH) per year, but 75% of the total still comes from coal, which has itself grown at a 5% CAGR over the past half-decade. Wind and solar would need to grow 4x faster than 2023 levels for thermal generation just to flatline. What implications and opportunities for…
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Midstream gas: pipelines have pricing power ?!
FERC regulations are surprisingly interesting!! In theory, gas pipelines are not allowed to have market power. But they increasingly do have it: gas use is rising, on grid bottlenecks, volatile renewables and AI; while new pipeline investments are being hindered. So who benefits here? Answers are explored in this 13-page report.
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