The Global Energy System is Not Decarbonising
it is Electrifying
ElectroState delivers actionable intelligence on the global shift from molecules to electrons - across technology, market design and geopolitics
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(1) ElectroState Energy Security
- What are the drivers and barriers to transitioning to an ElectroState?
- Can clean energy be regarded as secure energy?
- What are the material constraints to the pace of the ElectroState model?
- What resources are required to build an ElectroState, and which alternative supply chains exist?
- What are the limits to scale, and how might partial ElectroStates develop?
These are just some of the many questions that this briefing service will help answer.
Please send us your questions, so we can develop the service to meet your needs.
(2) ElectroState China
- Do you understand the pace and scale of the Chinese electrical energy transition?
- How has China developed its electricity sector so quickly?
- What mechanisms has China used to reduce curtailments?
- How is China building its grid with renewables, coal, nuclear and storage?
- What is the granular detail of the Chinese grid?
- How will China's electrical energy transition impact global energy markets?
These are just some of the questions that this briefing service will help answer
Please send us your questions, so we can develop the service to meet your needs.
Why is the Electrical Energy Transition an Unstoppable Economic Disruption?
The World is Not Decarbonising. It is Electrifying.
This distinction matters because the geopolitics of electricity is fundamentally different from the geopolitics of oil. Just as oil shaped the twentieth century, electricity will define the 21st century.
The Electrical Energy Transition is a Disruption
We believe the Electrical Energy Transition is an unstoppable economic transition of the World’s fossil fuel-importing national energy systems from fossil “molecule combustion” dominant systems to electron-dominant systems. 75% of the World's population imports fossil fuels.
This is not a simple fuel switch. It is a system change that provides a lower-cost, higher-efficiency, faster, and more flexible energy system. An energy system that will provide pioneering states with a concrete competitive advantage in a very different world of drones, robotics, AI, self-driving automotive systems and datacentres.
Electrostate.com is a company providing intelligence and networking to aid in understanding and accelerating this electrical energy transition.
This change is largely being brought about by the evolving economics of energy production, transmission, storage, and use. The reason electrons will increasingly be at the heart of a highly efficient energy system lies in their ability to flow into applications without incurring the huge thermal losses imposed by the laws of thermodynamics that the combustion of primary fossil energy incurs.
It is this discrepancy between primary energy and useful energy or work which is leading to a widespread understatement of the impact of efficient electrical energy systems.
At the vanguard of the transition are the electrical power generation workhorses of wind and solar, in the midstream are battery storage, HVDC transmission and DC distribution, whilst at the consumption are electrical motors and drivetrains, heat pumps for both comfort heating and industrial applications and the fast-growing segment of compute and AI. When electricity is created via renewables, losses are minimal. With key innovations in HVDC and battery storage, the advantages of fossil fuels are being eroded.
These disruptive technologies are enabling the electrification of the entire energy value chain, from supply to storage, distribution, and usage. Batteries and digitalisation are making a once-variable supply stable and a once-static demand flexible. Together, these shifts form an electrotech revolution where modular products built in factories enjoy learning rates and economies of scale as they grow.
How fast will the transition occur, and how will the rate of change vary?
What are the sources of resistance to system change?
How can this impact the asset value of the existing energy system?
What policies are required that will enable the transition?
Where are the investment opportunities within the transition?
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