Nickel solutions: unblocking a battery bottleneck?
…We focus in on a laterite – HPAL – MHP – nickel sulphate pathway in this work. Nickels and dimes. Economics of producing battery grade nickel (in $/ton) are captured…
Leading companies in super-alloys?
…input for high-grade alloys and super-alloys, as nickel producers are instead captured here. Or producers of high-grade steels or gas turbines. Materials properties of super-alloys are tabulated here. The screen…
Super-alloys: what role in energy transition?
…CCS, and geopolitical resiliency. Hence this 15-page report explores nickel-niobium super-alloys’ role in energy transition. $499.00 – Purchase Checkout Added to cart Super-alloys are blends of metals, with crystal structures that confer…
Nickel production: the economics?
…model. Further research. Our latest commentary on the economics of producing battery-grade nickel is linked here. The screen on leading nickel producers is linked here. For an overview on global nickel…
Global nickel production by company?
…position, cash flow, concentration in nickel, and underlying asset exposure. CO2 intensity varies by a very wide 10x margin, from sub-10 tons/ton nickel to 100 tons/ton. The global nickel market…
Nickel solutions: unblocking a battery bottleneck?
…increase in prices. This 15-page note evaluates the nickel supply chain for electric vehicle battery cathodes. Deficits are looming, plus inflationary feedback loops, hence we end by screening nickel names….
Commodity prices: metals, materials and chemicals?
…their ten-year averages in 2022, as internationally traded prices rose sharply for nickel, rose modestly for aluminium and zinc, and remained high for copper (chart below). Base metal prices by…
Nickel, manganese, cobalt: sufficient reserves for the rise of EVs?
This data-file models whether there will be sufficient materials to build EV batteries. Specifically, will there be enough nickel, manganese and cobalt to build the batteries behind the vast rise of…
Supercapacitors: case studies for renewable-heavy grids?
The purpose of this data-file is to review supercapacitor case studies, to see if they are being used to back up renewable-heavy grids? Our conclusion is that super-capacitors are well-suited…
Super-Computers at Oil Majors?
…conducted using an “owned” super-computer, but rather in partnership with an academic institution. The largest supercomputer in the world is also larger than the entire oil industry’s super-computing power combined….