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. 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.

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