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Search results for: โ€œRareโ€

  • Wind turbine generators: DFIGs or Rare Earth magnets?

    Wind turbine generators: DFIGs or Rare Earth magnets?

    Wind turbines can use doubly fed induction generators (DFIGs) or permanent magnet synchronous generators (PMSGs) based around Rare Earth metals. This data-file captures the trends in DFIGs vs PMSGs over time by tabulating 40 examples, as turbines have grown larger, and different wind turbine manufacturers have adopted different strategies.

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  • Electric vehicles: motors and magnets?

    Electric vehicles: motors and magnets?

    This data-file assesses electric vehicle magnets, permanent magnets and the use of Rare Earth materials such as neodymium (NdFeB). 80-90% of recent EVs have used Rare Earth permanent magnets, averaging 1.5 kg per vehicle, or 7.5g/kW of drive-train power, across the data-file. But the numbers vary vastly. From 0-4 kg per vehicle. 20 vehicles from…

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  • Magnets and permanent magnets: company screen?

    Magnets and permanent magnets: company screen?

    The global magnet industry is fragmented across hundreds of suppliers, including 800 in Asia-Pacific. The total market is worth $20bn pa. Theย purpose of this data-file is to highlight a dozen leading magnet companies, including producers of permanent magnets, Rare Earth magnets (e.g., NdFeB), ferrites and other magnetic components.ย 

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  • Heap leaching: energy economics?

    Heap leaching: energy economics?

    This data-file captures the energy economics of leaching in the mining industry, especially the costs of heap leaching, for the extraction of copper, nickel, gold, silver, other precious metals, uranium, and Rare Earths. The data-file allows you to stress test costs in $/ton of ore, $/ton of metal, capex, opex, chemicals costs, energy intensity and…

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  • Metals and materials: strength and temperature resistance?

    Metals and materials: strength and temperature resistance?

    This data-file aggregates information into the strength, temperature resistance, rigidity, costs and CO2 intensities of important metals and materials. These are used in gas turbines, wind turbines, pipelines, CCS, power transmission.

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  • Bloom Energy: solid oxide fuel cell technology?

    Bloom Energy: solid oxide fuel cell technology?

    This data-file reviews Bloom Energy’s solid oxide fuel cell technology. What surprised us most was a candid overview of degradation pathways of solid oxide fuel cells, a focus on improving the longevity of fuel cells, albeit this sometimes seems to be via heavy uses of Rare Earth metals, and increasing complexity. The patents do suggest…

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  • Commodity prices: metals, materials and chemicals?

    Commodity prices: metals, materials and chemicals?

    Annual commodity prices are tabulated in this database for 70 materials commodities; covering steel prices, other metal prices, chemicals prices, polymer prices, all with data going back to 2012. 2022 was a record year for commodities. The average material commodity traded 25% above its 10-year average and 60% of all material commodities made ten-year highs.

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  • Our Top Technologies for IMO 2020

    Our Top Technologies for IMO 2020

    We review the top, proprietary technologies that we have seen from analysing patents and technical papers, to capitalise on IMO 2020 sulphur regulation, across the world’s leading integrated oil companies.

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  • Uranium production: by company and by country?

    Uranium production: by company and by country?

    Global uranium production is broken down by company and by country in this data-file, which also screens 20 of the most noteworthy companies in uranium mining, the reserves, production and operational details. This matters as another contracting cycle is underway in the uranium industry, due to rising power demand, next-gen nuclear, but also supply disruptions…

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  • Energy transition: top commodities?

    Energy transition: top commodities?

    This data-file summarizes our latest thesis on ten commodities with upside in the energy transition. The average one will see demand rise by 3x and price/cost appreciate or re-inflate by 100%. The data-file contains a 6-10 line summary of our work into each commodity.

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