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Search results for: “companies”

  • LED lighting: leading companies in LEDs?

    LED lighting: leading companies in LEDs?

    20 leading companies in LED lighting are compared in this data-file, mostly mid-caps with $2-10bn market cap and $1-8bn of lighting revenues, listed in the US, Europe, Japan, Taiwan. Operating margins averaged 8% in 2022, due to high competition, fragmentation and inorganic activity. The value chain ranges from LED semiconductor dyes to service providers installing…

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  • Screen of companies detecting methane leaks?

    Screen of companies detecting methane leaks?

    This data-file screens the methods available to monitor for methane emissions. Notes and metrics are tabulated. Emerging methods, such as drones and trucks are also scored, based on technical trials. The best drones can now detect almost all methane leaks >90% faster than traditional methods. c34 companies at the cutting edge are screened.

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  • Drone companies: OEMs, inspection, defense and delivery?

    Drone companies: OEMs, inspection, defense and delivery?

    This data-file is a screen of 40 leading drone companies, which either manufacturing drones for consumer, commercial and defense purposes; offer drone inspection services; or offer drone delivery services. It is a vibrant landscape, with over half of the companies founded after 2010, worth c$40bn pa, and creating c$120bn pa of economic benefits.

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  • Silica producers: screen of leading companies?

    Silica producers: screen of leading companies?

    Highly pure silica sand, with well over 95% SiO2 content and less than 0.6% iron oxide, is an important resource used in making glass, metal foundries, “proppant” for hydraulic fracturing in the oil and gas industry and making high-grade silicon (for chips and PV silicon). The market is 350MTpa. This data-file is a screen of…

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  • Plastic Recycling Companies: pyrolysis and next-generation recycling?

    Plastic Recycling Companies: pyrolysis and next-generation recycling?

    This data-file assesses the outlook for 30 plastic pyrolysis companies, operatingย (or constructing) 100 plants around the world, which use chemical processes to turn waste plastic back into oil. The data-file has been updated in 2023, concluding that the theme is ‘on track’, but segmented between leaders and setbacks.

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  • Next-generation nuclear companies: future fission and fusion?

    Next-generation nuclear companies: future fission and fusion?

    This data-file screens c30 next-generation nuclear companies at the cutting edge of fission and fusion technology. The median one employs 100 people, is developing a 150MWe reactor, and couldย reachย commerciality by 2035. But how has this landscape of companies progressed in the past few years?

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  • Solar inverters: companies, products and costs?

    Solar inverters: companies, products and costs?

    This data-file tracks some of the leading solar inverter companies and inverter costs, efficiency and power electronic properties. As China now supplies 85% of all global inverters, at 30-50% lower $/W pricing than Western companies, a key question explored in the data-file is around price versus quality.

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  • Coal miners: a screen of Western companies?

    Coal miners: a screen of Western companies?

    In 2022-25, bizarrely, we could be in a market where deployment of important energy transition technologies is being held back by energy shortages and metals shortages, which both pull on the demand for coal. This data-file screens fifteen of the largest Western coal producers.

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  • DAC companies: direct air capture screen?

    DAC companies: direct air capture screen?

    Leading direct air capture companies (DAC companies) are assessed in this data-file, aggregating company disclosures, project disclosures and other data from patents and technical papers. The landscape is evolving particularly rapidly, trebling in the past half-decade, especially towards novel DAC solutions.

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  • Harmonic filters: leading companies?

    Harmonic filters: leading companies?

    This data-file screens 20 leading companies in harmonic filters, tabulating their size, geography, ownership details, patent filings and a description of their offering. Active harmonic filters reduce total harmonic distortion below 5%, with 97% efficiency, within 5 ms. Half a dozen companies stood out in our screen, including one large, listed Western capital goods company.

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