Neodymium market: our top ten facts?
…from Rare Earth mines runs at around 160-240kTpa, of which c20% is neodymium. c60% of global output is from China, primarily six state owned enterprises. Other large producers include Australia…
Nuclear power: what role in the energy transition?
Uranium markets could be 50-75M lbs under-supplied by 2030. This deficit is deeper than other commodities in our roadmap to net zero. Demand is driven by China, constructing reactors for 50-70%…
Global coal production: supply outlook in energy transition?
Global coal production likely hit a new all-time peak of 8.7GTpa in 2023, of which 7.5GTpa is thermal coal and 1.2GTpa is metallurgical. The largest countries are China (4.4GTpa), India…
East to West: re-shoring the energy transition?
China is 18% of the world’s people and GDP. But it makes c50% of the world’s metals, 60% of its wind turbines, 70% of its solar panels and 80% of…
Global polysilicon production capacity?
…2023, and global polysilicon production surpasses 1MTpa in 2023. China now dominates the industry, approaching 90% of all global capacity. $599.00 – Purchase Checkout Added to cart Polysilicon is a highly pure…
Air quality: sulphur, NOx and particulate emissions?
…in China. We think European coal plants emit 20-400 ppm of SOx, with an average of 85ppm, which has been reduced by installing gas scrubber units in recent years. Emissions…
Aluminium producers: company screen?
Leading aluminium producers are reviewed in this data-file, across ten companies, producing half of the world’s global output, two-thirds of its non-China output. Scale ranges 1MTpa to 7MTpa. CO2 intensity…
Offshore wind: capacity by country and forecasts?
…helpful data from GWEC. The largest offshore wind capacity bases among different countries are in China (31GW, meaning that 9% of China’s total wind capacity was offshore), the UK (14GW,…
India: electricity demand and power grid over time?
…coal, which is even higher than China’s 60% share for coal in China’s power mix. Coal-fired power generation in India grew by 9% YoY in 2023, exceeding a trailing 5-year…
Drone Attacks on Energy Assets?
…modified and retro-fitted to inflict violence or damage. Similarly, in the military sphere, one expects large super-powers such as the US, Russia and China to develop leading military technologies, but…