…to gas-rich countries, compared with exporting their gas. They are quantified on pages 13-14. Who benefits? We outline examples of leading companies in gas-rich countries on pages 15-16. This includes…
…of super-capacitors? The build-up in our data-file has aggregated a dozen recent examples of super-capacitor deployments, based on the disclosures from leading companies, such as Skeleton, Eaton, Vinatech. Many companies…
…they are easily overlooked. This 400kTpa market grows 6x by 2050. Rising 2021 margins already suggest tightness. And the ‘CO2 curve’ is steeper than any other material. So Western companies…
…Implications are constructive for nuclear and for large-scale EPC companies. Companies that have delivered past life extension projects in the nuclear industry include Bechtel, SNC Lavalin, Black and McDonald, Jacobs,…
…bravery gets rewarded. “If you build it, the demand will come”. (10) Companies. Incumbents benefit most from under-supply in the 2020s. Upcoming projects and their sponsors are summarized in our…
…turbine itself. (This multiple may be worth keeping in mind amidst debate about hydrogen electrolyser costs. Some companies have been guiding to $200-300/kWe electrolyser selling prices, and some analysts noting…
…lower utilization, and can reach 2-3 c/kWh-u. Companies? There is a well-diversified supply chain of companies commercializing scrubbers for onshore use. Alfa Laval, Wärtsilä, Yara are commonly cited technology providers…
…three separate companies. We think the most important amine patents are in Advanced Carbon Capture’s patent library. The most important challenges tackled in Aker Clean Carbon’s patents are around the…
…costs. Our flue gas desulfurization (scrubber) model is linked here. Costs can also be compared to our models of container shipping, LNG shipping, and CO2 shipping. Leading companies in bulk…
…problematic for air permitting and air quality. Also important for CCS stability are flue gas desulfurization (remove SO2) and selective catalytic reduction (remove NOXs). Leading companies in electrostatic precipitators are…