Search results for: “volatility volatile”
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Energy transition: key conclusions from 1Q24?
This note summarizes the key conclusions from our energy transition research in 1Q24 and across 1,400 companies in total. Volatility is rising. Power grids are bottlenecked. Hence what stands out in capital goods, clean-tech, solar, gas value chains and materials? And what is most overlooked?
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Stem: grid-scale battery breakthrough?
Stem Inc. went public via SPAC in April-2021, supporting grid-scale batteries with optimization software, which can lower energy bills by 10-30% in the energy transition. Its patents scored reasonably well on our usual framework. Managing short-term renewables volatility was a crucial focus.
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Hydro power: generation by facility, availability over time?
Hydro power generation by facility is tabulated in this data-file for the 20 largest hydro-electric plants in the US. The average facility achieves 43% availability, varying from 39% in hot-dry years to 51% in wet years; and from 33% at the seasonal trough in September-October to 53% at the seasonal peak in May-June. What implications…
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Energy transition companies?
This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy technology research, as a useful reference for TSE’s clients. The database summarizes 3,000 mentions of 1,700 energy transition companies, broader energy producing and consuming companies, their size, focus and a summary of our key conclusions, plus links…
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Power electronics: market size in energy transition?
We describe c15 problems incurred by industrial and commercial power consumers. Many will require additional investment as renewables replace the large rotating generators of traditional power grids. Hence we see the market for commercial and industrial power electronics trebling from $360bn pa in 2021 to $1trn pa by 2035.
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Back-stopping renewables: the nuclear option?
Nuclear power can backstop much volatility in renewables-heavy grids, for costs of 15-25c/kWh. This is at least 70% less costly than large batteries or green hydrogen, but could see less wind and solar developed overall. Our 13-page note reviews the opportunity.
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California electricity prices by hour?
In 2023, power grids with c20-30% solar variation tend to have intra-day spreads of 9c/kWh, between peak wholesale electricity prices at 8pm and trough prices at 10am. Unusually, night-time electricity prices are 40% higher than day-time prices. This data-file quantifies California electricity prices, on a wholesale basis, at a sample of grid nodes, looking hour…
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Power grids: opportunities in the energy transition?
Power grids move electricity from the point of generation to the point of use, while aiming to maximize the power quality, minimize costs and minimize losses. Broadly defined, global power grids and power electronics investment must step up 5x in the energy transition, from a $750bn pa market to over $3.5trn pa. But this theme…
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Energy storage: top conclusions into batteries?
Thunder Said Energy is a research firm focused on economic opportunities that can drive the energy transition. Our top ten conclusions into batteries and energy storage are summarized below, looking across all of our research.
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Goldwind: frequency response from wind turbines?
Goldwind is one of the largest wind turbine manufacturers in the world, headquartered in Beijing, and shares are publicly listed. The wind industry is increasingly aiming to mimic the inertia and frequency responses of synchronous power generators. Goldwind has published some interesting case studies. Hence we have reviewed its patents to see if we can…
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