…So that is the purpose of today’s short note. https://thundersaidenergy.com/2021/12/09/decarbonizing-global-energy-the-route-to-net-zero-2/ (1) Thermal theory: inflows and outflows? The Earth’s temperature will be in balance and remain constant if energy inflows match…
…meter (Wm-2) of solar radiation reaches the Earth’s atmosphere. Around 29% is reflected, 23% is absorbed in the atmosphere and 48% is absorbed at the surface. CO2 is a greenhouse…
…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…
…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…
…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…
…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…
This data-file is a screen of leading companies in super-alloys, covering US pure-plays, mega-caps in industrials and defence, and emerging world producers of Rare Earth metals. $399.00 – Purchase Checkout Added to…
…sub-$30/lb to $60-90/lb marginal costs (page 15). Uranium miners are screened on pages 16-18, including profiles of ten public companies, from incumbents to early-stage developers. Rare Earth metals are a…
Solar insolation varies from 600-2,500 kWh/m2/year at different locations on Earth, depending on their latitude, altitude, cloudiness, panel tilt and azimuth. This means the economics of solar can also vary…