Green steel: circular reference?
…7). Inflationary feedback loops have been a recurring topic in our recent research, and steel makes an interesting case study. Steel is used in wind, solar, power distribution, batteries, hydrogen…
Decarbonized supply chains: first invent the universe?
…turbine blades and hydrogen storage tanks), photovoltaic silicon (used in solar panels), lithium (used in batteries), neodymium magnets (used in wind turbines and EVs), dielectric gases (used in electricity distribution)…
ESS: redox flow battery breakthrough?
ESS was established in 2011, incorporated in Oregon, and has c150 employees. The company went public in October-2021, via SPAC, raising $500M in new funds, valued at $1.1bn, and listing…
Nickel production: the economics?
This model captures the economics of producing battery-grade nickel (e.g., Class I, nickel sulphate) at a metallurgical processing facility. $499.00 – Purchase Checkout Added to cart Marginal cost is likely around $11,500/ton…
Graphite production: the economics?
This data-file on battery graphite cost captures simplified economics for producing battery-grade graphite (i.e., 99.9% pure, coated, spheronized graphite) in an integrated facility, from mine to packaged output. $499.00 – Purchase Checkout…
Graphite: upgrade to premium?
Global graphite volumes grow 6x in the energy transition, mostly driven by electric vehicles, while marginal pricing also doubles. We see the industry moving away from China’s near-exclusive control. The…
Lithium from brines: the economics?
This data-file approximates the production costs of battery-grade lithium from brines, both via traditional salars, and via the emerging technology of direct lithium extraction. $499.00 – Purchase Checkout Added to cart Costs…
Power transmission: raising electrical potential?
…power, over distances around 3,000km, for total transmission spreads of 5-10c/kWh. Underlying assumptions, and comparisons with other technologies — batteries, hydrogen — are given on page 13. Who benefits? Some…
Wind and solar: cost of grid interconnection?
…was as high as the wind project or solar project itself. In our view, avoiding high network upgrade costs is the key reasons for co-development of renewables plus batteries. What…
HVDC transmission: leading companies?
…companies in HVDC, please see our article here. Our outlook on HVDC transmission is constructive, with costs and energy penalties that are materially lower than batteries or hydrogen (note here)….