Energy

Profiles on some of the Energy companies I find particularly interesting at the moment.

Solar

Solar energy generation has grown from just 1TWh in 2000 to 856TWh in 2020. Everyone underestimated the cost decline of solar, which is decades ahead of forecasts. According to BNEF, the world needs to add 455GW of solar PV every year to 2030 to achieve net-zero by mid-century.

Insights

Wind

Global wind energy generation has grown from just 31TWh in 2000 to 1,591TWh in 2020 - 51x growth in 20 years.

Insights

Transmission

It's been estimated that we need to build 16,000,000 km of power lines by 2030 in order to facilitate the energy transition.

Insights

Storage

Long term energy storage, not just batteries for a few hours. Stationary energy storage installations are expected to grow by more than 2,000% from 2020 to 2030, representing a $385 billion global market opportunity.

Insights

Software

Hydrogen

Insights

Nuclear