Wood products: typical pricing?
…we think recent pricing has run above $1,500/m3. We think CLT is an interesting alternative to steel in construction. Hardwood flooring can be among the most valuable timber products. Again,…
Methane reforming: costs of grey hydrogen, costs of blue hydrogen?
…see an emerging boom in decarbonizing hydrogen-consuming value chains, especially blue ammonia and blue steel, and especially in the US Gulf Coast region, due to incentives under the Inflation Reduction…
Vehicles: energy transition conclusions?
…offshore vessels. (7) Light-weighting also improves fuel economy, as energy consumption is a linear function of mass, and replacing 10% of a vehicle’s steel with carbon fiber can improve fuel…
Silicon carbide: production costs?
…is used in the steel/metals industry, aerospace, brake pads of high-end automobiles and bullet proof vests. Silicon carbide material is made by super-heating high-grade silica (SiO2) with petcoke (C) in…
Diet and climate: should energy transition include agriculture?
…of the most CO2 intensive materials on the planet, an order of magnitude more than steel or cement (1-2 kg of CO2 per kg of material, chart below). Even further,…