Natural hydrogen: going for gold?
…Peridotites, and radiolysis of water energized by the natural decay of Uranium, Thorium and Potassium. Details are on pages 4-5. Hydrogen seeps offer the simplest way to access gold hydrogen….
Market concentration by industry in the energy transition?
…US E&P, US refining, Western coal, LNG shipping. Mining sectors covered include aluminium, copper, cobalt, lithium, nickel, uranium, silica and silver. Correlation between market concentration and operating margins in energy…
Hydrofluoric acid: the economics?
…power transmission lines. It is used to make refrigerants, as used in fridges, AC and heat pumps. UF6 is used in upgrading uranium for nuclear fuel. And HF is used…
Heap leaching: energy economics?
…uranium, and Rare Earths. The data-file allows you to stress test costs in $/ton of ore, $/ton of metal, capex, opex, chemicals costs, energy intensity and CO2 intensity. $499.00 – Purchase Checkout…
Global gas: five predictions through 2030?
…then we would need to upgrade our estimates for indigenous European gas production, coal consumption, nuclear generation, uranium consumption and LNG imports. The numbers are quite interesting and material, spelled…
Japan: nuclear restart tracker?
…to uranium markets. The impact is milder on LNG markets, especially if the nuclear ramp predominantly displaces coal. For further details, please see our outlook for nuclear in the energy…
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…
The laws of thermodynamics: what role in the energy transition?
…law of thermodynamics is the nuclear energy industry, which creates energy from the controlled decay of Uranium-235. To all intents and purposes, nuclear energy is “creating energy”. But the first…
Back-stopping renewables: the nuclear option?
Nuclear power can backstop much volatility in renewable-heavy grids, for costs of 15-25c/kWh. This is at least 70% less costly than large batteries or green hydrogen, but could see less…