Search results for: “volatility volatile”
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Green hydrogen: can electrolysers run off renewables?
What degradation rate is expected for a green hydrogen electrolyser, if it is powered by volatile wind and solar inputs? This 15-page note reviews past projects and technical papers. 5-10% pa degradation rates would raise green hydrogen costs by $1/kg. Avoiding degradation justifies higher capex, especially on power-electronics and even batteries?
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Electrowinning: costs and energy economics?
Electrowinning costs and energy economics are built up in this data-file. A charge of $900/ton is required to earn a 10% IRR on a $3,000/kTpa plant with a median energy consumption of 2-3 MWH/ton. Although this will vary metal by metal.
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Eaton: breakdown of revenues by product category?
Eaton is a power-electronics super-giant, listed in the US, employing 86,000 people, generating $20bn per year of revenues. We have aimed to guess how $20bn pa of net sales is distributed across 200 different product categories. 75% is exposed to power-electronics, with tailwinds in the energy transition.
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Methane slip: how much gas evades combustion?
Methane slip occurs when a small portion of natural gas fails to combust, and instead escapes into the atmosphere. This data-file reviews different technical papers. Methane slip is effectively nil at gas turbines and gas heating (less than 0.1%). It rises to 0.5-3% in cookstoves and some dual-fuel marine engines. However, the highest rate of…
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Hydrogen: overview and conclusions?
We think the best opportunities in hydrogen will be to decarbonize gas at source via blue and turquoise hydrogen, displacing ‘black hydrogen’ that currently comes from coal, and to produce small-scale feedstock on site via electrolysis for select industries. Others see green hydrogen as a cornerstone of the future energy system. We think there may…
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Air conditioning: energy consumption?
The average US home uses 2,000 kWh of electricity for air conditioners each year. Air conditioning energy consumption is broken down from first principles in this data-file, as a function of temperatures, humidity, heating days, household size, insulation and coefficient of performance (COP). What routes to lower the air conditioning energy demand and CO2 emissions?
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Origen Carbon: DAC breakthrough?
Origen Carbon Solutions is developing a novel DAC technology, producing CaO sorbent via the oxy-fuelled calcining of limestone with no net CO2 emissions. It is similar to the NET Power cycle, but adapted for a limestone kiln. The concept is very interesting. Our base case costs are $200-300/ton of CO2. This data-file contains our Origen…
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Purchasing power: what are generation assets worth?
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. This 16-page guide covers the fair values of generation assets, hidden opportunities and potential pitfalls.
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Gas power: levelized costs of combined cycle gas turbines?
Levelized costs of combined cycle gas turbines are built up in this data-file. Our base case costs of gas-fired power generation are 8c/kWh, at a combined cycle turbine converting 55% of the thermal energy of natural gas into electrical energy, for a total CO2 intensity of 0.35 kg/kWh.
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Peaker plants: finding the balance?
Today’s power grids fire up peaker plants to meet peak demand. But the grid is changing rapidly. Hence this 17-page report outlines the economics of gas peaker plants. Rising volatility will increase earnings and returns by 40-50%, before grid-scale batteries come into the money for peaking?
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