Energy transition will catapult carbon fiber demand upwards from today’s 120kTpa baseline, across wind turbine blades, more efficient vehicles and hydrogen tanks. This miracle material is 3-10x stronger than steel yet 70-80% lighter. Hence our 16-page note explores opportunities, economics, CO2 intensity, leading companies and one of the most amazing value chains of industrial civilization, which paradoxically depends upon fossil fuels.
the research consultancy for energy technologies
