Search results for: “volatility”
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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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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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Energy of rotation: angular momentum, inertia and flywheels?
This data-file calculates the energy stored in rotating masses. This includes 50Wh – 100 kWh flywheels. In power grids, the angular momentum of large rotating generators is known as ‘inertia’ and can run from 30kWh to 30MWH per turbine. Inertia has historically been a crucial part of stabilizing grids. Hence how do the physics work?…
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Global energy: ten themes for 2023?
This 14-page note lays out our top ten predictions for global energy in 2023. Brace yourself for volatility, a recession due to energy shortages, and deepening bottlenecks on accelerating new energies? However, the biggest change for 2023 is that an energy super-cycle is now gradually coming into view.
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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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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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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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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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