Blue steel: construction boom?
…copper!) (page 6). DRI+EAF steel. What are the costs and CO2 intensity factors? We have modeled the DRI pathway converting iron ore (Fe2O3) into direct reduced iron using a syngas…
Energy transition: active duty?
…rendered obsolete by direct extraction from brines? (note here). Does CCS actually work? (note here). Our perspective is that active managers can add value where they build up a technical…
Metals and materials: strength and temperature resistance?
…a gas turbine/jet engine is a direct function of the hottest temperature in the Brayton Cycle. In the wind industry, glass fiber and carbon fiber are used in wind turbine…
Silicon carbide: production costs?
This data-file captures silicon carbide production costs: spanning from materials grade SiC ($1,500/ton marginal cost, 5 tons/ton CO2 intensity) through to SiC wafers that are used in the electronics industry…
Renewables: how much time to connect to the grid?
…companies more, and requiring project developers to be more accommodating? #2. Project sizing does not directly explain inter-connection approval times. The average utility-scale solar project has become larger over time…
Green hydrogen: alkaline versus PEM electrolysers?
…porous diaphragm. Instead of bubbling out as a gas on the anode side, very small amounts of oxygen may dissolve, diffuse ‘in the wrong direction’ across the porous diaphragm, and…
CO2 offsets: Pachama’s AI platform?
…carbon eco-systems can store a lot of carbon, over 1,000 tons/hectare, possibly over 2,000 tons/hectare. But 500MT is a truly enormous number. It is equivalent to the direct annual emissions…
Industrial ecosystems: on the shoulders of giants?
…observation, value chains form ecosystems, clustering together, as outputs from one industrial process are inputs for the next. This is under-appreciated and has profound consequences for the world. Direct links….
Energy infrastructure: labor intensity?
…both specialized equipment and have huge labor demands. Traditional infrastructure mega-projects are most labor-intensive, possibly employing 10,000+ people to build airports, railways, Olympic stadia. Refining and chemicals, surprisingly, are the…
LEDs: seeing the light?
…and use in digital devices. We have screened 20 mature and (mostly) profitable pure plays. $599.00 – Purchase Checkout Added to cart LEDs generate light as a direct current passes across a…