Categories: 테슬라(TSLA)투자정보

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.
tslaaftermarket

Leave a Comment
Share
Published by
tslaaftermarket
1년 ago

Recent Posts

Tesla News Summarizes Surging But Unnerving

Tesla News Summarizes Surging But Unnerving Tesla Robotaxi First Spotted On Texas Public Road With…

2일 ago

Still No Tesla Problem, Management Companies. Tesla News Summary

Still No Tesla Problem, Management Companies. Tesla News Summary Trump Draws Line On Talks With…

6일 ago

Musk Fighting President, Tesla News Summary

Musk Fighting President, Tesla News Summary 트럼프 Trump Expresss Disappointment With Elon MuskFormer President Trump…

6일 ago

Tesla News Summary Falling Madly

Tesla News Summary Falling Madly Tesla posts best weekly earnings for Q2 in ChinaIt was…

1주 ago

Won’t We Have Big Political Headwinds Five Years Later? Worried… Tesla News Summary

Won't We Have Big Political Headwinds Five Years Later? Worried… Tesla News Summary Elon Musk…

1주 ago

My Brother Continues To Sell Stock, Tesla News Summary

My Brother Continues To Sell Stock, Tesla News Summary Elon Musk's Lowest Salary Among S&P…

1주 ago