Search results for: “carbon fiber”
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Carbon fiber: energy economics?
Carbon fiber production costs are estimated at $25/kg in this data-file, in order to generate a 10% IRR at a new world-scale carbon fiber plant. Energy economics are broken down across the value chain. The production process will likely emit 30 tons of CO2 per ton of carbon fiber if powered by a mixture of…
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Carbon fiber: the miracle material?
Energy transition will catapult carbon fiber demand upwards from today’s 120kTpa baseline, across wind turbine blades, more efficient vehicles and hydrogen tanks. Hence this 16-page note explores opportunities, economics, CO2 intensity and leading companies.
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Energy intensity of fiber optic cables?
What is the energy intensity of fiber optic cables? Our best estimate is that moving each GB of internet traffic through the fixed network requires 40Wh/GB of energy, across 20 hops, spanning 800km and requiring an average of 0.05 Wh/GB/km. Generally, long-distance transmission is 1-2 orders of magnitude more energy efficient than short-distance.
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Fiber optic data transmission costs?
The costs of fiber optic data transmission run at $0.25/TB per 1,000km in order to earn a 10% IRR on constructing a link with $120 per meter capex costs. Capex is 85% of the total cost. This data fiber breaks down the costs of fiber optic data transmission from first principles, across capex, utilization, electricity…
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Vehicle mass: what opportunities to improve fuel economy?
Steel comprises c50% of the volume and c80% of the weight of materials in a vehicle. Each 1% reduction in mass yields a 1% improvement in fuel econome. Carbon fiber repays its extra costs after 30-70k miles, while hybridisation repays its extra costs after 10-30k miles.
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Microwave Chemical: electrical heating?
Microwave Chemical is a small-cap company, developing microwave-based heating solutions, across over a dozen use cases, from acrylic recyling, to producing food/cosmetic compounds, to carbon fiber (particularly interesting!). We reviewed a dozen of the company’s patents in this data-file, which is a Microwave Chemical technology review and finds a moat in efficient microwave heating.
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Nature based solutions to climate change?
Nature based solutions are likely to deliver c20-25% of the decarbonization in a realistic roadmap to net zero. Reforestation is low-cost (c$50/ton), technically ready, convenient and helps nature. Key challenges are improving the quality of nature-based CO2 removals and accelerating momentum. We see upside for companies that can clear these hurdles. Our top ten conclusions…
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Photons vs electrons: laser quest?
Some commentators say the 21st century will be the ‘age of the electron’. But in computing/communications, the photon has long been displacing the electron. This 17-page note gives an overview. It matters as moving data is 50-90% of data center energy use. We contrast fiber vs copper; and explore AI power, optical computing, and a…
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Overview of lasers: by type, market size and efficiency?
The global laser market is worth $20bn pa, of which half comprises diode lasers mainly used for fiber-optic communications and around 30% is fiber lasers mainly used for cutting, welding and heat-treating materials. These two laser types dominate because of their high, 30-80% efficiencies. This data-file is a brief overview of lasers.
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Fiber Optic Cables: Patents and Leading Companies?
This data-file screens for the technology leaders in fiber-optic cables, which are crucial for the digitization of industries and the world’s structural shift towards remote-working, based on screening 37,000 patents. Revenues and market shares are summarized for the leaders.
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