Nio: EV-charging breakthrough?
…a genuine moat in swappable batteries, which could only have been built up by an auto-maker that controls the vehicle and battery designs, as well as the battery swapping stations….
Inflation: will it de-rail the energy transition?
…of wind, solar, hydrogen and batteries, on pages 10-12. There are surprising feedback loops, which could amplify inflation. No brakes? We also find that the usual mechanism to slow inflation…
Energy transition: conclusions from 6-months on the road?
…of mobility.. . https://thundersaidenergy.com/2021/05/27/inflation-will-it-de-rail-the-energy-transition/ https://thundersaidenergy.com/2021/04/29/ethanol-getting-wasted/ https://thundersaidenergy.com/2021/02/25/farming-carbon-into-soils-a-case-study/ https://thundersaidenergy.com/2021/03/11/oil-demand-the-rise-of-autonomous-vehicles/ https://thundersaidenergy.com/downloads/co2-emissions-from-batteries-when-do-evs-break-even/ Finally, in case your curiosity has been piqued, here is my wife’s take on our US adventures, and our permanent re-location to…
Inter-correlations between offshore wind farms?
…days. What implications? This all makes it challenging to back up a wind-powered grid with batteries, but it is advantageous for demand-shifting. Inter-correlations between different solar assets is tabulated here….
Lithium mining and upgrading: the economics?
This lithium carbonate production data-file quantifies the economics of producing lithium carbonate from spodumene in mined pegmatites, via the usual process of comminution, flotation, calcination and then acid-leaching. We estimate…
Lithium: reactive?
…into lower ore grades, to meet a 30x increase in future lithium demand. This is quantified on pages 11-12. The impacts on batteries and electric vehicles are then translated through…
Lilac solutions: lithium breakthrough?
Lilac Solutions aims to commercialize a lithium ion exchange technology, which can extract lithium from dilute brine solutions, rapidly, economically and scalably. It is progressing towards a pilot facility. This…
Form Energy: long-duration battery breakthrough?
Form Energy is developing long-duration energy storage to backstop renewables. The company is based in Massachusetts, has 130 employees and was founded in 2017 by a former lead from Tesla’s…
Energy transition: top commodities?
…lithium ion batteries, electric vehicles – calls for advanced materials that confer higher performance and longevity. This is our new age of materials thesis. Leading examples are tabulated in the…
Aspen Aerogels: insulation breakthrough?
…of $1bn of materials. Its products are aerogels, with thermal conductivities that are 30-80% below conventional insulators. Target markets include preventing thermal runaway in electric vehicle batteries and cryogenic industrial…