Carbon fiber: energy economics?

This data-file captures the economics of producing carbon fiber. We estimate a marginal cost of $25/kg for a 10% IRR at a new world-scale carbon fiber plant, however the production process will likely emit 30 tons of CO2 per ton of carbon fiber if powered by a mixture of gas and electricity.

The data-file also contains technical data across the entire value chain leading up to carbon fibers (e.g., polyacrylonitrate), tensile strength versus weight properties, and our detailed notes from technical papers.

A screen of leading companies in the carbon fiber industry is also provided, reviewing production volumes and market positioning (below).

Please download the data-file to stress test input assumptions such as capex costs, electricity costs, gas prices and CO2 costs.

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