the research consultancy for energy technologies
Polyurethanes are elastic polymers, used for insulation, electric vehicles, electronics and apparel. This $75bn pa market expands 3x by 2050. But could energy transition double historically challenging margins, by freeing…
…company. The median company in the screen is diversified, and derives just 10% of its business from polyurethanes. Although seven companies derive over half of their revenues from polyurethanes and…
…Note that polyurethanes polymerize with diisocyanates to form polyurethanes. Propylene oxide reacts with CO2 to yield polypropylene carbonate Propylene oxide reacts with CO2 and an OH initiation to yield a…
…when transforming oil, gas, air and mined minerals into this class of petrochemicals (chart below). And moreover, there are hundreds of different types of polyurethanes, in this 25MTpa market, which…
…of trade are likely to become particularly constructive for polyurethanes. Polymer prices by year LDPE HDPE PET EVA Polyurethanes Paints and Adhesives in $ per ton Olefins and Aromatics Prices…
…Magnets, Manganese, Neodymium, Nickel, Palladium, Paper, PCB, Pegoterate, Phenol polymer, Pigment Black 28, Polybutyl Terephthalate, Polycarbonate, Polycarbonate Acrylonitrile, Polycarbonates, Polyimides, Polymers, Polyurethanes, Proprietary, PVC, Silica, Silicon, Silver, Sodium Oxide, Solder,…
…down in the chart below. Today’s market is c20% polypropylene, c15% LDPE, and other large categories with >5% shares include HDPE, PVC, PET, Polyurethanes and Polystyrenes. We think the strongest…
…long-term, as the US can produce the same materials, at lower feedstock costs, while possibly also decarbonizing at source, via blue hydrogen value chains (examples below). https://thundersaidenergy.com/2023/04/13/blue-ammonia-options-strategy/ https://thundersaidenergy.com/2023/08/10/polyurethanes-what-upside-in-energy-transition/ https://thundersaidenergy.com/2023/07/06/hydrogen-reformers-smr-versus-atr/ The…
…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…
…from polyurethanes, where we think the rise of electric vehicles could free up cheap feedstocks and raise polyurethane margins. Another view in our recent research is that new energies are…