Search results for: “resins”
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Cross laminated timber: costs and economics?
Cross laminated timber costs $1,200/ton, or $500/m3 pa, in order to derive 10-20% IRRs at a production facility costing $2,000/Tpa in capex. Cost lines include input costs of timber, polyurethane resins, labor, electricity, O&M, and capital costs. This data file is our economic model for mass timber production.
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Wind turbines: screen of resin and polymer specialists?
This data-file tabulates details for 20 companies that make epoxy- or polyurethane resins and adhesives, especially those that feed into the construction of wind turbines. We think there are 5 public companies ex-China with 5-35% exposure to this sub-segment of the wind industry.
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Global plastic demand: breakdown by product, region and use?
Global plastic is estimated at 470MTpa in 2022, rising to at least 800MTpa by 2050. This data-file is a breakdown of global plastic demand, by product, by region and by end use, with historical data back to 1990 and our forecasts out to 2050. Our top conclusions for plastic in the energy transition are summarized.
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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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Windy physics: how is power of a wind turbine calculated?
This data-file is an overview of wind power physics. Specifically, how is the power of a wind turbine calculated, in MW, as a function of wind speed, blade length, blade number, rotational speed (in RPM) and other efficiency factors (lambda). A large, modern offshore wind turbine will have 100m blades and surpass 10MW power outputs.
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Formaldehyde production: the economics?
Formaldehyde producton costs are captured in this data-file, covering one of the ‘top 50’ commodity chemicals intermediates (MDF, wind turbine blades, disinfectants). Marginal cost is $500/ton, a direct linear function of gas prices. Embedded CO2 is 0.75 tons/ton, of which 90% is from methanol inputs.
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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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MIRALON: turquoise hydrogen breakthrough?
MIRALON is an advanced material, being commercialized by Huntsman, purifying carbon nanotubes from the pyrolysis of methane and also yielding turquoise hydrogen. This data-file reviews MIRALON technology, patents, and a strong moat. Our model sees 15% IRRs if Huntsman reaches a medium-term cost target of $10/kg MIRALON and $1/kg H2.
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