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Global heat pump sales by country?

Global heat pump sales by country are tabulated in this data-file, for 14 countries/regions. Developed world heat pump sales rose at an 11% CAGR over the decade since 2012, reaching 7M units sold in 2022, but then unexpectedly fell by -10% in 2023, including YoY declines in 7 out of the 14 countries we are tracking.

Global uranium supply-demand?

Our global uranium supply-demand model sees the market 5% under-supplied through 2030, including 7% market deficits at peak in 2025, as demand ramps from 165M lbs pa to 230M lbs pa in 2030. This is even after generous risking and no room for disruptions. What implications for broader power markets, decarbonization ambitions, and uranium prices?

Solar plus batteries: the case for co-deployment?

There are many different reasons that might motivate the deployment of a grid-scale battery, as tabulated on page 2.The most common is at a grid node, for load shifting and power price arbitrage, in ever-steeper duck curves.. But interestingly, we have seen a different model gaining traction in 2022-24, which is co-deploying renewables plus batteries, as

What drives global oil demand?

Posted on August 22, 2024 August 23, 2024 by Thunder Said Energy. Oil demand: making millions? What does it take to move global oil demand by 1Mbpd? This 22-page note ranks fifteen themes, based on their costs and possible impacts, to show what drives global oil demand, where risks lie for oil markets, and where opportunities are greatest to

New Energies Research

Today''s lithium ion batteries have an energy density of 200-300 Wh/kg. I.e., they contain 4kg of material per kWh of energy storage. Technology gains can see lithium ion batteries'' energy densities doubling to 500Wh/kg in the 2030s, trebling to 750 Wh/kg by the 2040s, and the best possible energy densities are around 1,250 Wh/kg.

Mapping vehicle value chains?

Posted on October 3, 2024 December 16, 2024 by Thunder Said Energy. Mapping vehicle value chains? Who is impacted if vehicle sales, EVs or ICE volumes surprise? Autos are a $2.7 trn pa global market, a vast 2.5% of global GDP. 15% is gross margin for OEMs. The other 85% is spread across vehicle value chains, encompassing metals, materials and

Solar trackers: following the times?

The energy uplifts from solar trackers have been estimated at 10-50% in different studies. But we can do better than this broad range, and actually calculate both the energy uplift and the revenue uplift from first principles, on pages 5-8. The economics of solar trackers can therefore be modeled more effectively.

Groq: AI inference breakthrough?

Our latest published models for the energy consumption of AI assumed an additional 1,000 TWH of electricity use by 2030, within a possible range of 300 – 3,000 TWH based on taking the energy consumption of computing back to first principles.Groq''s impact on these numbers is discussed on pages 6-7. NVIDIA is currently the world leader in GPUs underlying the AI revolution, which in

Energy transition: the triple challenge?

A common framework is to call the energy transition a "dual challenge". The first task is meeting the energy needs of human civilization. And the second task is abating the world''s CO2 emissions. But we increasingly think this framework is incomplete. Energy transition is a triple challenge. The third component is raising competitiveness.

Energy Technologies and Transition

We screen new energy technologies with world-changing potential, including: The Energy Transition.Our work points to an economic decarbonization of the entire energy industry by 2050, with a CO2 price that averages $40/ton.. The Ascent of Renewables will deliver an enormous 30,000 TWH of energy by 2050, but this also requires overcoming vast bottlenecks, in metals,

US power generation under development over time?

This data-file captures the development pipeline of new US power capacity, based on 860M reports from the EIA, which cover all existing and proposed generating units of >1MW of greater.As a leading indicator for wind, solar, gas turbine and battery demand, we have aggregated the data in these c110 monthly reports, from 2015 to 2024, to track the pipeline

Gas turbine outlook?

25% of global electricity came from burning 150bcfd of natural gas in 2023, generating 6,750 TWH of electricity from a fleet of 1.9 TW of gas turbines. The basic functioning, cost and efficiency of a typical gas turbine are described on pages 2-3.. Our goal in this report is to forecast the market for gas turbines through 2030.To predict the future, however, it is first

Going platinum: PGMs in energy transition?

Posted on September 19, 2024 September 19, 2024 by Thunder Said Energy. Going platinum: PGMs in energy transition? Could PGMs experience another up-cycle through 2030, on more muted EV sales growth in 2025-30, and rising catalyst loadings per ICE vehicle? This 16-page note explores global supply chains for platinum and palladium, the long-term

Global vehicle sales by manufacturer?

Electric vehicle sales by manufacturer are also disaggregated for 9M BEVs and 4M PHEVs sold in 2023 D and Tesla together sold 40% of the world''s EVs, while the top 10 list accounts for 75% of EVs and also includes VW, Stellantis

Electric vehicle battery life?

This data-file contains simple estimates for the number of battery cycles required over the life of different electric vehicles, with back-up workings.For example, a US electric car, driving 10,000 miles per year, at an effective fuel economy of 3 miles/kWh is going to endure around 1,500 battery charging-discharging cycles over a 15-year life.

Downloads Insights

Included in the file are different oil products, gas markers, coal, wood, nuclear, biofuels, methanol, hydrogen, CO2-EOR products and the US electricity grid for comparison.. Good rules of thumb are that $60/ton coal equates to thermal energy at 1c/kWh-th, while emitting over 600 kg/boe of CO2 intensity; while $3/mcf gas also equates to thermal energy at 1c/kWh, while CO2 intensity

Electricity prices vs CO2 intensity?

Electricity Prices and CO2 Intensity Data. Retail electricity prices average 11c/kWh globally, across 28,500 TWH of global electricity demand in 2021, which is mostly composed of electricity consumption in 80 larger countries. The lower quartile is 7c/kWh and the upper quartile is 17c/kWh. The lower decile is 4c/kWh and the upper decile is 22c/kWh.

Power demands of AI?

To contextualize the growth that lies ahead, we have compiled data on US power generation installations, year by year, technology by technology, running back to 1950, including implications for turbine manufacturers, on pages 14-16.. The impacts of AI on US gas and power markets sharply accelerate US electricity demand, upgrade our US shale forecasts, especially

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Latest Ideas in the Energy Transition

The energy uplifts from solar trackers have been estimated at 10-50% in different studies. But we can do better than this broad range, and actually calculate both the energy uplift and the revenue uplift from first principles, on pages 5-8. The economics of solar trackers can therefore be modeled more effectively.