Search results for: “carbide”
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Silicon carbide: production costs?
This data-file captures the costs of producing different grades of silicon carbide: from materials grade SiC ($1,500/ton marginal cost, 5 tons/ton CO2 intensity) through to SiC wafers that are used in the electronics industry ($30M/ton, 200 tons/ton?). SiC semiconductor remains opaque.
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Silicon carbide: faster switching?
Silicon carbide power electronics will jolt the energy transition forwards, displacing silicon, and improving the efficiency of most new energies by 1-10 pp. Hence we wonder if this disruptor will surprise to the upside, quintupling by 2027. This 12-page note reviews the technology, advantages, challenges, and who benefits?
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Power-MOSFETs: leading companies?
Power MOSFETs are an energy transition technology, the building block behind inverters, DC-DC converters, EV drive trains, EV chargers and other renewables-battery interfaces. Hence this data-file is a screen of companies making power MOSFETs, especially new and higher-efficiency devices using Silicon Carbide as the semi-conductor.
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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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DC-DC power converters: efficiency calculations?
DC-DC power converters are used to alter the voltage in DC circuits, such as in wind turbines, solar MPPT, batteries and digital/computing devices. This data-file is a breakdown of DC-DC power converters’ electrical efficiency, which will typically be around 95%. Losses are higher at low loads. We think there will be upside for increasingly high-quality…
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CANSOLV: CCS amine case study?
CANSOLV is a proprietary CCS amine being commercialized by Shell since 2014. This data-file aggregates data into its reboiler duties (2.4-3.2 GJ/ton), amine emissions to air (can be below 0.2ppm) and degradation rates (pretty decent, especially up to 2,500 hours). Interest in workable CCS amines has been accelerating since early-2023.
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Acetylene: production costs?
Acetylene production costs are broken down in this data-file, estimated at $1,425/ton for a 10% IRR on a petrochemical facility that partially oxidizes the methane molecule. CO2 intensity is over 3 kg/kg. Up to 12MTpa of acetylene is produced globally for welding and as a petrochemical building block.
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MOSFETs: energy use and power loss calculator?
MOSFETs are fast-acting digital switches, used to transform electricity, across new energies and digital devices. MOSFET power losses are built up from first principles in this data-file, averaging 2% per MOSFET, with a range of 1-10% depending on voltage, switching, on resistance, operating temperature and reverse recovery charge.
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Prysmian E3X: reconductoring technology?
Prysmian E3X technology is a ceramic coating that can be added onto new and pre-existing power transmission cables, improving their thermal emissivity,so they heat up 30% less, have 25% lower resistive losses, and/or can carry 25% increased currents. This data-file locates the patents underpinning E3X technology, identifies the materials used, and finds a strong moat.
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Semiconductors: outlook in energy transition?
Semiconductors are an energy technology. And they are transforming the future global energy complex, across AI, solar, electric vehicles, LEDs and other new energies. This short article summarizes our outlook for semiconductors in energy transition, and resultant opportunities across our work.
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