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.

Copyright: Thunder Said Energy, 2019-2024.