Energy transition companies?
…of the companies, 36% of the mentions), Europe (420 companies, 30%, 36%), China (115, 8%, 8%), Canada (95, 7%, 7%), Japan (70, 5%, 5%), Australia (36, 3%, 2%), Korea (35,…
Energy transition: ten themes for 2024?
…1GTpa higher than was foreseen 2-5 years ago, as China and India are prioritizing energy security above decarbonization. Implications for energy transition sentiment are discussed on pages 2-3, and we…
Solar module production by company?
…margins, capex intensity and labor intensity (charts below). Companies can be differentiated by their technology focus and their geographic focus, with some prioritizing US expansions, and others retrenching to China….
Global solar: absorption spectrum?
…(pages 4-5). Hence global solar additions will likely face new challenges when solar growth exceeds total electricity demand growth. We discuss this issue, country by country, across China, India, the…
Silver pastes for solar contacts?
…in particular are profiled in the Companies tab, especially based in Korea, China, the US and Japan. A Korean small-cap company stood out from the patents as the most focused…
Eni Slurry Technology. A leader for IMO 2020?
This data-file models the economics of Eni’s Slurry Technology, for hydro-converting heavy crudes and fuel oils into light products. It is among the top technologies we have reviewed for the…
Drones attack military fuel economy?
This data-file quantifies the fuel economies of typical military vehicle-types, as $1.7 trn per annum of global military activity consumes c0.7Mbpd of total oil demand on our estimates, which are…
Overview of Downstream Catalyst Companies
This data-file tabulates details of the c35 companies commercialising catalysts for the refining industry. Improved catalysts are aimed at better yields, efficiencies and energy intensities. This is the leading route we…