Search results for: “companies”
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Energy transition companies?
This database contains a record of every company that has ever been mentioned across Thunder Said Energy’s energy transition research, as a useful reference for TSE’s clients. The database summarizes over 3,000 mentions of 1,400 energy transition companies, their size, focus and a summary of our key conclusions, plus links to further research.
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Early-stage companies: growth versus projections?
Early-stage companies’ growth versus projections is assessed in this data-file, tabulating the performance of 20 new energies SPACs from 2020-21. The average of these companies was projecting that its revenues would explode to $1.3bn by 2024, but in reality, revenue only trebled to $110M. On average, 2024 EBITDA also missed aspirations from 2020-21 by $350M.…
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Engineering and construction companies screen?
40% of total installed project costs tend to accrue to construction companies, as screened in this data-file. The average of 25 large engineering and construction companies has 100 years of operating history, 35,000 employees, generated $13bn pa of revenues in 2023, and at a c4% EBIT margins.
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Battery swapping: leading companies?
Leading companies in battery swapping are covered in this data-file, with the dozen largest companies operating around 25,000 stations by the end of 2024 (80% for 2-3 wheelers, 20% for cars or larger vehicles). Rapid expansion is guided. CATL says swap stations could meet the needs of one-third of electric vehicles by 2030. This data-file…
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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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Perovskite solar companies screen?
This data-file is a screen of 20 perovskite solar companies, which are producing perovskite or perovskite-tandem modules at MW-GW scale, testing perovskite cells at lab scale with a view to future manufacturing, or early- or venture-stage companies that are developing new perovskite solar technologies. Perovskites are a class of materials with the structure ABX3, exceptionally…
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Leading Companies Commercialising Heat Pumps?
Heat pumps can halve the CO2 intensity of residential heating. Hence we have screened for the leading companies, focusing in upon 4,000 Western-centric patents from 2017-19. The space is competitive. 7 public companies and 4 private companies stand out, with concentrated exposure to the theme.
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Lithium producers: leading companies?
This data-file captures c20 lithium producers, their output (in kTpa), their size and their recent progress. Eight companies effectively control 90% of global supply. 3 out of 12 earlier-stage companies underwent restructurings in 2020, illustrating risks, but also potential future supply shortages.
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Overview of mining equipment companies?
This data-file is an overview of mining equipment companies. For each company, we have noted its location, size, age, number of employees, number of patents, latest revenues, operating margins, exposure to the mining equipment industry, and a few short summary sentences. Where possible, we have also broken down the company’s revenues by end-market or by…
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LED lighting: leading companies in LEDs?
20 leading companies in LED lighting are compared in this data-file, mostly mid-caps with $2-10bn market cap and $1-8bn of lighting revenues, listed in the US, Europe, Japan, Taiwan. Operating margins averaged 8% in 2022, due to high competition, fragmentation and inorganic activity. The value chain ranges from LED semiconductor dyes to service providers installing…
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