Industry Data
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Commodity prices: metals, materials and chemicals?
Annual commodity prices are tabulated in this database for 70 materials commodities; covering steel prices, other metal prices, chemicals prices, polymer prices, all with data going back to 2012. 2022 was a record year for commodities. The average material commodity traded 25% above its 10-year average and 60% of all material commodities made ten-year highs.
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Water intensity of power generation?
The water intensity of US power generation averages 21 liters per kWh (5,600 gallons per MWH), but 95% of this total comes from evaporation at hydro reservoirs. Excluding hydro power, good estimates are that nuclear power uses 2.1 liters/kWh of water, coal power uses 2 liters/kWh and CCGTs use 1.2 liters/kWh, or less in some…
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Residential energy prices: reasons for optimism?
Residential energy prices tend to run 4x higher than underlying wholesale energy prices. This is a very wide margin, as by contrast, typical commoditized products in supermarkets are usually only marked up by about 2x, compared to their wholesale prices. Today’s data-file compares retail prices vs wholesale prices across a dozen different categories. A remarkable…
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Overview of lasers: by type, market size and efficiency?
The global laser market is worth $20bn pa, of which half comprises diode lasers mainly used for fiber-optic communications and around 30% is fiber lasers mainly used for cutting, welding and heat-treating materials. These two laser types dominate because of their high, 30-80% efficiencies. This data-file is a brief overview of lasers.
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LNG plant compression: gas drives vs electric motors?
This data-file compares the costs of refrigerant compression at LNG plants, using gas turbines, electric motors powered by on-site CCGTs, or electric motors powered by renewable electricity. eLNG has higher capex costs, but higher efficiency, lower opex, and short payback times. Numbers in $/mcf and $/MTpa can be stress-tested in the data-file.
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Material and manufacturing costs by region: China vs US vs Europe?
Material and manufacturing costs by region are compared in this data-file for China vs the US vs Europe. Generally, compared with the US, materials costs are 10% lower in China, and 40% higher in Germany, although it depends upon the specific value chain. A dozen different examples are contrasted in this data-file, especially for solar…
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China coal production costs?
China coal production costs are estimated on a full-cycle basis in this data-file, averaging $75/ton across large listed miners, with assets in Shanxi, Inner Mongolia and Shaanxi. The costs are increasing at $1.3/ton/year, as mines move deeper and into smaller seams. Smaller regional have 1.5-2x higher costs again, and will hit LNG price parity around…
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Duck curves: US power price duckiness over time?
In solar-heavy grids, power prices trough around mid-day, then ramp up rapidly as the sunset. This price distribution over time is known as the duck curve. US power prices are getting 25-30% more ducky each year, based on some forms of measurement. Power prices are clearly linked to the instantaneous share of wind/solar in grids.
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Decarbonize shipping: alternative fuel costs?
This data-file screens the costs of alternative shipping fuels, such as LNG, blue methanol, blue ammonia, renewable diesel, green methanol, green ammonia, hydrogen and e-fuels versus marine diesel. Shipping costs rise between 10% to 3x, inflating the ultimate costs of products by 0.1-30%, for CO2 abatement costs of $130-1,000/ton. We still prefer CO2 removals.
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US power generation under development over time?
An all-time record of 180GW of new power generation is currently under development in the US in 4Q24, enough to expand the US’s 1.3TW power grid by almost 15%. This data-file tracks US power generation under development, as a leading indicator for gas turbine, wind, solar and battery demand. Gas turbines and battery co-deployments are…
Content by Category
- Batteries (85)
- Biofuels (42)
- Carbon Intensity (49)
- CCS (63)
- CO2 Removals (9)
- Coal (36)
- Company Diligence (87)
- Data Models (795)
- Decarbonization (156)
- Demand (104)
- Digital (50)
- Downstream (44)
- Economic Model (195)
- Energy Efficiency (75)
- Hydrogen (63)
- Industry Data (261)
- LNG (48)
- Materials (79)
- Metals (70)
- Midstream (43)
- Natural Gas (144)
- Nature (75)
- Nuclear (22)
- Oil (161)
- Patents (38)
- Plastics (43)
- Power Grids (118)
- Renewables (147)
- Screen (108)
- Semiconductors (30)
- Shale (50)
- Solar (67)
- Supply-Demand (45)
- Vehicles (90)
- Wind (40)
- Written Research (336)
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