Supercapacitors may eclipse lithium ion batteries in the hybridization of transport and industry. Their energy density is improving. Potential CO2 savings could surpass 1bn tons per year. IRRs of 10-50% can be achieved, even prior to CO2 prices. This 20-page note presents are our conclusions after reviewing 2,000 Western patents, and identifies leading companies exposed to the theme.
What are super-capacitors? The underlying physics of super-capacitors and their energy economics are spelled out from first principles on pages 2-3.
The three technical advantages of super-capacitors over lithium ion batteries are argued on pages 4-8.
Commercial deployments of super-capacitors, including their energy savings, costs and economics are presented on pages 9-14.
Efforts are underway to improve energy density by tuning ionic electrolytes to better-controlled graphene pore distributions, as outlined on pages 15-17.
Over 20 companies geared to the theme, including “technology leaders”, are profiled based on revieweing 2,000 patents, on pages 18-20.
Downward revisions to our long-term oil demand forecasts, incorporating the impacts of supercapacitors, are presented on page 20.