the research consultancy for energy technologies
…exposure to the metals and mining. This includes well-known titans of the mining industry, such as Caterpillar, Komatsu, Metso-Outotec, Epiroc and Sandvik. Operating margins average 15% across this landscape of…
Mining: crushing-grinding costs. Extracting useful resources from mined ores requires comminution. This is the integrated sequence of crushing and grinding operations, which breaks down mined rubble (3-10 cm diameter), effectively…
…research into nuclear in the energy transition can also be viewed chronologically. There is also a read across to mining equipment companies and upside for mining in the energy transition….
…ore grades contract, because more effort is expended mining, transporting and processing non-valuable by-products. Generally, we think a 33% ore grade will likely require 100kWh of mining energy per ton…
This data-file aims to approximate the economics of a new coal mine, using simple rules of thumb and data from past projects, capex (in $/Tpa) and opex (in $/ton). Coal…
This lithium carbonate production data-file quantifies the economics of producing lithium carbonate from spodumene in mined pegmatites, via the usual process of comminution, flotation, calcination and then acid-leaching. We estimate…
This simple model aims to disaggregate the marginal costs of a new uranium mine, as a function of uranium prices, ore grade, capex and opex. Our base case is a…
…and mining Materials and manufacturing sectors covered in the data-file include ASUs, autos, battery binders, carbon fiber, gas turbines, glass fiber, hydrogen, methanol, mining equipment, polyurethanes, vacuum pumps, VFDs, wind…
…chains that have crossed our screen, such as lithium, uranium or copper, and similar models could be translated across. https://thundersaidenergy.com/2021/07/15/lithium-reactive/ https://thundersaidenergy.com/downloads/uranium-mining-the-economics/ https://thundersaidenergy.com/downloads/copper-the-economics/ https://thundersaidenergy.com/downloads/energy-costs-of-mining-processes/ https://thundersaidenergy.com/downloads/mine-trucks-transport-economics/ (7) Where is it produced? Output…
…to the energy transition. But mining is energy intensive. And so this requires a focus on improving mining efficiency. You could argue therefore that flotation and leaching are two of…