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Search results for: โ€œepoxyโ€

  • Wind turbines: screen of resin and polymer specialists?

    Wind turbines: screen of resin and polymer specialists?

    This data-file tabulates details for 20 companies that make epoxy- or polyurethane resins and adhesives, especially those that feed into the construction of wind turbines. We think there are 5 public companies ex-China with 5-35% exposure to this sub-segment of the wind industry.

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  • Bill of materials: electronic devices and data-centers?

    Bill of materials: electronic devices and data-centers?

    Electronic devices are changing the world, from portable electronics to AI data centers. Hence what materials are used in electronic devices, as percentage of mass, and in kg/kW terms? This data-file tabualates the bill of materials, for different devices, across different studies.

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