3D printing an energy transition?

Additive manufacturing (AM) can eliminate 6% of global CO2, across manufacturing, transport, heat and supply chains. This 21-page note quantifies each opportunity and reviews 5,500 patents to identify who benefits, among Capital Goods companies, AM Specialists and the Materials sector.


Additive manufacturing and its advantages are described on pages 2-4, with reference to a database of a dozen examples, quantifying cost savings and lead time reductions.

Potential CO2 savings are discussed in manufacturing, transport, power, heat recovery, supply chaining and across the oilfield on pages 5-14.

Leading companies exposed to the theme are profiled, based on our screen of 5,500 patents on pages 15-17, ranging from venture stage firms, to listed pure-play specialists, to mega-cap diversified capital goods companies. Oil and Gas companies’ exploration of theme are outlined on page 18.

Implications for the materials sector are most interesting, lowering demand for metals, and ramping demand for thermoplastics. We describe the main products in detail, and the leading companies making them, based on our patent screen, on pages 19-21.