Wind turbine companies have
- Wind turbine companies have accumulated orders at the time of the 19th wind boom cycle, but sales recognition is delayed due to wage inflation, supply chain problems, and delays in permits, and the wind sector is expected to grow nonlinearly for 24 years (increase in orders, delay in sales recognition)
- Solar power continues to have a negative impact on its performance due to oversupply and inventory (about a year’s worth of inventory), polysilicon, and solar modules.
- However, it is expected that the production cost of polysilicon will reach the ASP level, that China will impose tariffs on Southeast Asia’s bypass exports in June 24, and that Chinese solar power companies’ production in the U.S. will increase manufacturing costs.
- ESS installations have been increasing noticeably since the year 23.
- Inconsistency in supply and demand in the power grid due to power generation and output fluctuations due to intermittent power generation and output fluctuations of renewable energy causes power outages and energy loss, so ESS installation is essential. Renewable energy increases ESS increases.
- The reasons for the surge in ESS are a drop in battery prices, which account for 50 to 55% of ESS sales costs, expansion of long-term battery supply for more than two hours, and increased stability and life due to the development of cooling technology.
- Cooling is largely divided into air cooling type and water cooling type, and the water cooling type has advantages of low noise, high cooling, and constant temperature uniformity compared to the air cooling type.
- In the water cooling type, the pump-powered cooling liquid circulates inside the battery module to absorb heat from the battery, the heated liquid circulates to the heat exchange tank, and the refrigerant vaporizes from a liquid state to a gaseous state.
- Big tech’s investment in data centers due to AI consumes a lot of electricity, growing to Canada’s electricity consumption in 26 years and the EU’s electricity consumption in 30 years.
- Attention needs to be paid to coolers, fuel cells, ESS, supercovers, etc. for real-time power efficiency, storage and emergency power supplies.
