Very long term historical commodity prices and disruptions?
…all of these commodities is aggregated in the index above. Aggregate commodity prices had fallen by 50% from 1800 to 1900, interspersed by volatility associated with wars (e.g., the US…
…all of these commodities is aggregated in the index above. Aggregate commodity prices had fallen by 50% from 1800 to 1900, interspersed by volatility associated with wars (e.g., the US…
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…
This data-file aggregates wind and solar statistical distributions, plotting solar generation and wind generation, every 5-minutes, across California, for the entirety of 2022, in order to understand their volatility and…
…world that is persistently under-supplied with energy yet remains overly cautious of signing long-term contracts, and increasingly for LNG marketers, amidst the build-out of renewables, there is value in volatility….
…and excess heat from the oxy-fuelled calcining reaction can demand shift to help backstop (increasingly volatile) power grids (i.e., a ‘smooth operator‘), including amidst the build out of renewables. Another…
…that renewables have a volatile generation profile, which requires building backups, demand shifting, larger power grids, and energy storage. Flow batteries are fundamentally different from lithium batteries. They store and…
…other separation technologies, and the growing capability to backstop volatile renewables (demand shifting). Compressors and vacuum pumps are simply more flexible than cryogenics, per pages 13-14. Leading companies in Pressure…
…is highest in December-January. Wind and solar availability also vary +/- 3-6% each year, hence demand for backups, as per broader energy markets, will be volatile. This data-file has tabulated,…
…gensets are on pages 17-18. https://thundersaidenergy.com/2024/02/08/global-solar-absorption-spectrum/ https://thundersaidenergy.com/2023/07/20/smooth-operators-who-benefits-from-volatile-power-grids/ Some topics in our research have tended to seem so large and far-reaching that we have struggled to capture all of the implications…
…May, at +/- 15%. And highest at midday in May, when 34MW of excess demand must be absorbed, in our 100MW grid. https://thundersaidenergy.com/2023/07/20/smooth-operators-who-benefits-from-volatile-power-grids EV charging helps to contextualize our demand-shifting…