the research consultancy for energy technologies
…Earths, Nickel, Oil, Polyurethanes, PV Silicon, Silicon Carbide, Silver, STATCOMs, Steel, Sulphuric Acid, Tin, Uranium, Vanadium. Further details on each commodity can be found by browsing our supply-demand models. Another…
…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…
…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…
…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…
…Chemicals business produces soda-ash, peroxides, silica, et al; and its Solutions business produces specialty chemicals, aromas, coatings, Rare Earths, mining solutions and battery recycling. For the energy transition, Solvay is…
…polymers) and Rare Earth permanent magnets. All of these considerations make us think lithium ion batteries are likely to remain the incumbent solution for electric vehicles, ramping rapidly for passenger…
…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…
…our overview of electro-magnetism (below). Strictly, Rare Earth magnets are best, for electric vehicles and in wind turbines. And improved semi-conductors can also optimize the performance of motors that comprise…
…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…
…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…