Overview of mining equipment companies?
…autonomous drilling units can achieve 29% lower CO2 and 40% lower cost per meter of progress. Electrification and hydrogen. Many of the companies in our screen are highlighting an increasingly…
Fluorinated polymers: flying under the radar?
Fluorinated polymers are a ‘stealth bottleneck’ for the energy transition: used in solar back-sheets, battery binders/separators, wind blades, and across the hydrogen chain. But low down the bill of materials,…
Energy transition stocks: holdings in clean energy funds?
…transition ETFs on average. Predictable sectors. Of these top 50 companies, 17 are solar companies, from around the solar supply chain. 14 are renewable energy developers. 6 are hydrogen or…
CO2 compression: stranger things?
…properties. This helps to fine-tune appropriate risking factors for vanilla CCS, blue hydrogen, CO2-EOR, CO2 shipping and super-critical CO2 power cycles. There is a wide moat around leading turbomachinery companies….
Super-alloys: what role in energy transition?
Super-alloys have exceptionally high strength and temperature resistance. They help to enable 6GTpa of decarbonization, across efficient gas turbines, jet engines (whether fueled by oil, hydrogen or e-fuels), vehicle parts,…
Electrasteel: renewable steel breakthrough?
…here). Hence the steel industry comprises 8% of global CO2 emissions. Blue steel can be made by increasing the portion of blue hydrogen blending in directly reduced iron and electric…
Cryogenic air separation: company screen?
…wind and solar value chains, blue hydrogen and Allam Cycle oxycombustion. Decarbonization ambitions of different industrial gas companies are also noted in the data-file. Some of this is achieved through…
Energy technologies: the pace of progress?
…maybe even depressed us, is how slowly many have progressed. Energy technologies considered in the note include blue hydrogen, SiC power MOSFETs, hydrogen vehicles, TOPCon solar, remote working, plastic pyrolysis,…
Industrial gas separation: swing producers?
…1966. Today, tens of thousands of PSA plants purify hydrogen, biogas, polymers, nitrogen/oxygen and possibly in the future, can capture CO2? This 16-page note explores the technology, costs, challenges, companies….
Polyurethanes: what upside in energy transition?
…decarbonization via using low-carbon hydrogen are broken down in our model here and discussed on pages 7-8. Will the energy transition deflate feedstock costs for polyurethane? Our answer is emphatically…