Mitsui Chemicals: solar encapsulants?
…from polyurethanes, where we think the rise of electric vehicles could free up cheap feedstocks and raise polyurethane margins. Another view in our recent research is that new energies are…
Energy transition: active duty?
…biggest focus is to help our clients find non-obvious market dislocations. https://thundersaidenergy.com/2023/08/10/polyurethanes-what-upside-in-energy-transition/ (7) Fast evolving. We noted above that some markets in the energy transition are changing vastly. But others…
Hydrogen peroxide: production costs?
…to carbon neutral for the polyether polycarbons, and substantially lower carbon for downstream polyurethanes. Leading hydrogen peroxide producers, such as Solvay, Evonik and Arkema, may thus benefit from low carbon…
Industrial ecosystems: on the shoulders of giants?
…vehicles, are part of an industrial eco-system, illustrated above for polyurethanes. Each member of this industrial ecosystem depends upon the others. Surprising links. Some semiconductor materials are produced at larger…
MIRALON: turquoise hydrogen breakthrough?
…2022 and $1.2bn pa of adjusted EBITDA. The company has featured in our research into polyurethanes, carbon fiber, resins and niche mining chemistries. Our conclusions on the MIRALON technology, the…
Global plastic demand: breakdown by product, region and use?
…down in the chart below. Today’s market is c20% polypropylene, c15% LDPE, and other large categories with >5% shares include HDPE, PVC, PET, Polyurethanes and Polystyrenes. We think the strongest…
Acetylene: production costs?
…volumes. It is an important gas because the C≡C triple bond can easily be vinylated to produce H-X compounds. This pathway yields vinyl acetate, acrylonitrile, acetaldehyde and butane-1,4-diol for polyurethanes…
Energy transition: top commodities?
…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…
Cross laminated timber: costs and economics?
…Resins are assumed to be polyurethanes. Other opex costs include labor and energy, which are also disaggregated in the data-file. Input variables can also be stress tested in the data-file,…
Carbon-negative plastics: a breakthrough?
…and Repsol are already commercialising polyols and polyurethanes derived from CO2, but these are only c7% of total plastics demand. The largest plastic product is polyethylene, at 140MTpa, or 30%…