Search results for: “uranium”
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Nuclear Power Project Economics
This data-file models the costs of nuclear power project, based on technical papers and past projects around the industry. An up-front capex cost of $6,000/kW might yield a levelized cost of 15c/kWh. But 6-10c/kWh is achievable via a renaissnace in next-generation nuclear.
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Conveyor costs: economics of moving bulk material?
Conveyors are often the most economical way to move bulk materials over long distances, e.g., from a mine to a processing plant, with an economic cost of $0.1/ton-km, in order to generate a 10% IRR on capex, opex and other costs. These costs are c30% lower than for heavy trucks, opex is at least 60%…
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Semiconductors: outlook in energy transition?
Semiconductors are an energy technology. And they are transforming the future global energy complex, across AI, solar, electric vehicles, LEDs and other new energies. This short article summarizes our outlook for semiconductors in energy transition, and resultant opportunities across our work.
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Market concentration by industry in the energy transition?
What is the market concentration by industry in energy, mining, materials, semiconductors, capital goods and other sectors that matter in the energy transition? The top five firms tend to control 45% of their respective markets, yielding a ‘Herfindahl Hirschman Index’ (HHI) of 700.
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Hydrofluoric acid: the economics?
Hydrogen fluoride is a crucial commodity chemical. This model captures its production from acid-grade fluorspar and sulfuric acid. We think marginal costs are around $1,850/ton, in order to earn a 10% IRR on a production facility costing $4,000/Tpa, while the fully loaded CO2 intensity is around 0.75 tons/ton.
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Heap leaching: energy economics?
This data-file captures the energy economics of leaching in the mining industry, especially the costs of heap leaching, for the extraction of copper, nickel, gold, silver, other precious metals, 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…
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Japan: nuclear restart tracker?
This data-file on looks through 17 major nuclear plants in Japan with 45GW of operable capacity, covering the key parameters and re-start news on each facility. Japan’s nuclear restart had ramped output back to 78TWH pa by 2023, and may rise by a further 100 TWH by 2030, to meet targets for 20% nuclear in…
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Energy transition: top commodities?
This data-file summarizes our latest thesis on ten commodities with upside in the energy transition. The average one will see demand rise by 3x and price/cost appreciate or re-inflate by 100%. The data-file contains a 6-10 line summary of our work into each commodity.
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