the research consultancy for energy technologies
…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,…
…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…
…spodumenes. In semiconductor, mono-crystalline polysilicon for chips and solar panels is grown via the Czochralksi method at 1,425ºC; while the SiC used in cutting edge EV power-MOFSETs is grown at…
…also requires overcoming bottlenecks in lithium, fluorinated polymers, battery-grade nickel, graphite, copper, Rare Earth Metals and SiC. Mechanically, you can also multiply the number of vehicles discussed in this note…
…light emitting diodes (page 12), solar modules (and their inevitable progress towards being the world’s lowest cost energy supply source, pages 13-14), transistors (page 15), their combination into MOSFETs, inverters,…
…to make 70% of LEDs globally, but also for wide-bandgap semiconductors, such as SiC and GaN, the market leader is a publicly listed German specialist, with 70% market share. In…