Search results for: “companies”
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Energy technology and energy transition companies?
This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy technology research, as a useful reference for TSE’s clients. The database summarizes 3,000 mentions of 1,700 energy transition companies, broader energy producing and consuming companies, their size, focus and a summary of our key conclusions, plus links…
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Early-stage companies: growth versus projections?
Early-stage companies’ growth versus projections is assessed in this data-file, tabulating the performance of 20 new energies SPACs from 2020-21. The average of these companies was projecting that its revenues would explode to $1.3bn by 2024, but in reality, revenue only trebled to $110M. On average, 2024 EBITDA also missed aspirations from 2020-21 by $350M.…
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Industrial robotics companies screen?
This data-file profiles a dozen leading industrial robotics companies. The top five producers account for 60% of the global market, led by companies in Japan and Europe. Although China now comprises half of all industrial robot deployments, and thus Chinese companies are entering the robotics space.
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Engineering and construction companies screen?
40% of total installed project costs tend to accrue to construction companies, as screened in this data-file. The average of 25 large engineering and construction companies has 100 years of operating history, 35,000 employees, generated $13bn pa of revenues in 2023, and at a c4% EBIT margins.
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Battery swapping: leading companies?
Leading companies in battery swapping are covered in this data-file, with the dozen largest companies operating around 25,000 stations by the end of 2024 (80% for 2-3 wheelers, 20% for cars or larger vehicles). Rapid expansion is guided. CATL says swap stations could meet the needs of one-third of electric vehicles by 2030. This data-file…
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Rare earth companies: screen of miners and refiners?
This screen of Rare Earth miners and refiners captures 20 Rare Earth companies, their flagship projects, and economic parameters such as capex, ore grades, end products and NPVs. A vibrant landscape is evolving, especially for NdPr and DyTb, although the market is still risking pre-produdction projects heavily.
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Polyurethane: leading companies?
This data-file is a screen of leading companies in polyurethane production, capturing 80% of the world’s 25MTpa market, across 20 listed companies and 3 private companies. We see growing demand for polyurethanes — especially for insulation, electric vehicles and consumer products — while there is also an exciting prospect that EVs displace reformates from the…
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Perovskite solar companies screen?
This data-file is a screen of 20 perovskite solar companies, which are producing perovskite or perovskite-tandem modules at MW-GW scale, testing perovskite cells at lab scale with a view to future manufacturing, or early- or venture-stage companies that are developing new perovskite solar technologies. Perovskites are a class of materials with the structure ABX3, exceptionally…
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Capacitor market: leading companies?
This data-file profiles a dozen leading companies in capacitors, which control two-thirds of the $30bn pa global market. Many companies also produce other passive electronic components, sensors and MOSFETs. Hence will the rise of AI, especially transient-heavy data-centers, pull on demand?
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Leading Companies Commercialising Heat Pumps?
Heat pumps can halve the CO2 intensity of residential heating. Hence we have screened for the leading companies, focusing in upon 4,000 Western-centric patents from 2017-19. The space is competitive. 7 public companies and 4 private companies stand out, with concentrated exposure to the theme.
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