…selling carbon offsets to decarbonize long-distance car trips. Leading companies in autonomous vehicles are diligenced in our full screen. Ten of the most exciting companies are profiled on pages 19-20….
…kelp cultivation in Asia, and a dozen interesting companies in the West. We profile some of the companies that stood out on pages 11-13. Economics can be attractive, $20-40/ton CO2…
…without CO2 prices or policy support. Hence this 18-page note outlines the opportunity, leading companies and a disruption of biofuels? $499.00 – Purchase Checkout Added to cart Biochar is presented as a…
…routes (pages 11-12). Which companies benefit? We explore implications for leading capital goods companies, chemicals companies and small-scale LNG on page 13. A new infrastructure industry would also be required,…
…renewable assets, their underlying components, and power-electronics companies (some examples are profiled below). However, it is not necessarily great news for consumers, fore-suffering higher energy prices. https://thundersaidenergy.com/downloads/variable-frequency-drives-leading-companies/ https://thundersaidenergy.com/downloads/solar-inverters-products-costs-and-companies/ https://thundersaidenergy.com/downloads/shoals-solar-electronic-breakthrough/ https://thundersaidenergy.com/downloads/siemens-gamesa-giant-wind-turbine-breakthroughs/…
…You can compare and contrast these CO2 intensities with other materials in our granular data-file of global CO2 emissions below. https://thundersaidenergy.com/downloads/breakdown-of-global-co2-emissions/ (10) Which companies? China is the world’s largest producer…
…may be re-shaped, with resultant opportunities for infrastructure investors (pages 12-14). For an outlook on China’s coal industry and how we compare Chinese coal companies to Western companies, please see…
…prices and a $50/ton CO2 price, these ‘savings’ can avoid half of the typical costs of primary steel production. Leading steel-recycling companies, in electric arc furnaces include Nucor, CMC and…
…emit anywhere from 0.1 kg/ton to 10 kg/ton of N2O, a powerful greenhouse gas, which a 298x higher global warming potential (GWP) than CO2. Companies in the nitric acid value…
…Electricity rises from 40% of total useful energy today to 60% by 2050. Within the next decade, this adds $2trn to the enterprise value of capital goods companies in power…