the research consultancy for energy technologies
…facility by facility, aggregating and adding to excellent data from the USGS. We think 80% of the world’s indium is currently produced as a by-product of non-ferrous metals refining, especially…
Global production of hydrogen is around 110MTpa in 2023, of which c30% is for ammonia, 25% is for refining, c20% for methanol and c25% for other metals and materials. This…
…demands. Higher CO2 intensity conflicts with the industry’s aim of lowering its net emissions, and a 20% increase would effectively undo 30-years of prior efficiency gains in the refining industry….
…the 2020s. Hence this 18-page note is an overview of gold and silver production, from mining to refining. We find very steep energy/CO2 curves, and fear supply shortages. What upside…
…scale up or deliver material, and truly decarbonised hydrocarbons. Out of Eni’s other refining patents, we are most positive on Eni Slurry Technology, which is a leading technology for IMO2020…
This data-file captures the marginal cost of silver and gold production, at an integrated mining-refining operation. In our base case, a 10% IRR requires a silver price of $17/Oz and…
…metals refineries (for example, indium is a by-product of refining zinc for galvanized steel), and in turn, metals refineries often tend to cluster around oil refineries (for petcoke, industrial gases,…
…It is used to make fluorinated polymers, as feature in solar, batteries, wind and power cables. It is used to make cryolite, for aluminium refining, as is necessary for long-distance…
This data-file is a screen of fluorinated polymers company screen, to explore opportunities in this value chain. It captures ten large Western companies, with exposure to producing fluorspar, refining fluorspar…
…rely on high-octane fuels from the refining industry (11-12). Why do thermodynamic cycles matter in the energy transition? Understanding thermodynamic theory underpins the appeal of electrification, natural gas, ultra-efficient gas…