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Search results for: โ€œrecyclingโ€

  • Recycling: a global overview of energy savings?

    Recycling: a global overview of energy savings?

    1GTpa of material is recycled globally, across steel, paper, glass, plastics and other metals. On average, 35% of these materials are produced from recycled feeds, saving 70% of the energy and CO2, with upside in the Energy Transition.

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  • Plastic recycling: the economics?

    Plastic recycling: the economics?

    Plastic recycling requires a $500/ton product price, to earn a 10% IRR off of c$1,000/Tpa of up-front capex, at a mechanical recycling facility with 0.3 tons/ton of CO2 intensity (up to 80-90% below virgin plastics, more than we expected). This data-file captures the economics and the costs of plastic recycling, especially for the mechanical recycling…

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  • Plastic Recycling Companies: pyrolysis and next-generation recycling?

    Plastic Recycling Companies: pyrolysis and next-generation recycling?

    This data-file assesses the outlook for 30 plastic pyrolysis companies, operatingย (or constructing) 100 plants around the world, which use chemical processes to turn waste plastic back into oil. The data-file has been updated in 2023, concluding that the theme is ‘on track’, but segmented between leaders and setbacks.

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  • Agilyx: plastic recycling breakthrough?

    Agilyx: plastic recycling breakthrough?

    This data-file is a review of Agilyx’s plastic recycling technology, after assessing the company’s patents on our usual framework. We conclude that Agilyx has developed a novel and data-driven process, to remove challenging contaminants from feedstocks. Although it may involve higher complexity, higher reagent opex, and some challenges cannot entirely be de-risked from the patents.

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  • Eastman: molecular recycling technology?

    Eastman: molecular recycling technology?

    This patent screen reviews Eastman’s molecular recycling technology. Specifically, Eastman is spending over $2bn, to construct 3 plants, with 380kTpa of capacity, to break down hard-to-recycle polyesters back into component monomers, with 20-80% lower CO2 intensity than virgin product. We find evidence for 30-years of fine-tuning, and can bridge to 10% IRRs if buyers pay…

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  • TOTAL’s Plastic-Recycling Progress?

    TOTAL’s Plastic-Recycling Progress?

    TOTAL is currently pioneering the greatest advances in plastic-recycling technologies among the Majors, based on our database of 3,000 patents. This data-file covers its comprehensive inter-mixing of chromium-catalysed polyethylene, to reduce defects and increase the strength of post-consumer resins. In turn, this extends their use to films, containers and pipes.

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  • Leading PGM producers: mining, refining and recycling?

    Leading PGM producers: mining, refining and recycling?

    This data-file is a screen of leading PGM producers and recyclers. Eight companies control 90% of global production. Most are mid-caps. Four have primary listings in South Africa. Three are listed in Europe and the UK. Ore grades average 4 grams/ton, and recovery requires 60GWH/ton of energy, emitting 40kT/ton of CO2. But do recent company…

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  • Leading Companies in Battery Recycling?

    Leading Companies in Battery Recycling?

    This data-file tracks over 6,000 patents filed into battery recycling technology, escalating at a 15% CAGR since 2000. 18 technology leaders are profiled ex-China, including 6 global, large-cap listed companies and 10 private companies, including some exciting, early-stage concepts to improve material recovery and costs.

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  • Battery recycling: long division?

    Battery recycling: long division?

    Recycling lithium batteries could be worth $100bn per year by 2040 while supporting electric vehiclesโ€™ ascent. Hence new companies are emerging to recapture 95% of spent materials with environmentally sound methods. Our 15-page note explores what it would take for battery-recycling to become both practical and compelling.

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  • Aurubis: copper recycling breakthrough?

    Aurubis: copper recycling breakthrough?

    Aurubis produces copper products from 1MTpa of recycled materials and 2.25MTpa of concetrates. Energy use and CO2 emissions are two-thirds lower than primary copper production. Our technology review finds a partial moat.

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