Froth flotation: the economics?
…to 10GTpa). This includes substantively all of the worlds metals, from copper, to lithium, to nickel, to graphite, to iron ore, to PGMs, to Rare Earths. It also includes over…
Electrowinning: costs and energy economics?
…PGMs and Rare Earths. Even aluminium, chlor-alkali and green hydrogen are debatably electro-winning processes, or at the least electro-chemical processes whose energy economics can all be modeled using Faraday’s Law…
CO2 intensity of materials: an overview?
…earths for wind turbines; and lithium and SiC MOSFETs for electric vehicles. Ultimately these value chains also need to decarbonize in some non-inflationary way, which is a focus in our…
Magnets and energy: fundamental attraction?
…pumps, and electric vehicles. But what actually are magnets? How are they measured? Why do so many use Rare Earth metals? This 15-page overview of magnets explains key magnet concepts…
Leading companies in super-alloys?
This data-file is a screen of leading companies in super-alloys, covering US pure-plays, mega-caps in industrials and defence, and emerging world producers of Rare Earth metals. $399.00 – Purchase Checkout Added to…
Global vehicle fleet: vehicle sales and electrification by region?
…for key materials used in batteries, motors and traction inverters, such as lithium, fluorinated polymers, battery-grade nickel, graphite, copper, Rare Earth Metals and SiC. Retirement rates of vehicles depend on…
Nuclear power: what role in the energy transition?
…sub-$30/lb to $60-90/lb marginal costs (page 15). Uranium miners are screened on pages 16-18, including profiles of ten public companies, from incumbents to early-stage developers. Rare Earth metals are a…
HJT solar: Indium summer?
…conductive thin films (ITO). Our forecasts see primary Indium use rising 4x by 2050. Indium is 100x rarer than Rare Earth metals. It could be a bottleneck. This 16-page note…
HJT solar: Indium summer?
…Our forecasts see primary Indium demand rising 4x by 2050. Indium is 100x rarer than Rare Earth metals. It could be a bottleneck. This 16-page note explores the costs and…
Uranium mining: company screen and market outlook?
…mining includes proposed new mine projects in the US, Australia, Canada; which are being progressed by junior miners. Interestingly, some will co-produce Rare Earth metals. All of our research into…