Commodity prices: metals, materials and chemicals?

…Graphite paste prices, HCl prices, HDPE prices, HF prices, Hot Rolled Steel prices, Hydrogen Peroxide prices, Integrated Circuit prices, LDPE prices, LiPF6 prices, Lithium Carbonate prices, Lithium Metal prices, Manganese…

Boltzmann energy overview?

Cathode active materials

…cryogenics, industrial gases, LNG, CCS, hydrogen. Boltzmann in chemistry and materials? The Boltzmann expression? Maths using the Boltzmann constant often feature the expression exp(-E/kB.T). Here, exp denotes the natural exponent…

DAC to the future?

Direct air capture

…reaching $100/ton and 500kWh/ton in the 2030s. Five opportunities excite us and warrant partial de-risking in this 19-page report. Could DAC even beat batteries and hydrogen in smoothing renewable-heavy grids?…

Gas dehydration: costs and economics?

Gas dehydration costs

…our desk are aimed at dehydrating CO2 in CCS projects, so that it does not form carbonic acid and dissolve disposal pipelines. Hydrogen may also require dehydration, downstream of a…

Market concentration by industry in the energy transition?

Market concentration by industry

…and mining Materials and manufacturing sectors covered in the data-file include ASUs, autos, battery binders, carbon fiber, gas turbines, glass fiber, hydrogen, methanol, mining equipment, polyurethanes, vacuum pumps, VFDs, wind…

Thermal energy storage: heat of the moment?

Thermal energy storage will outcompete other batteries and hydrogen for avoiding renewable curtailments and integrating more solar? Overlooked advantages are discussed in this 21-page report, plus a fast-evolving company landscape….

Global energy demand by end use?

Breakdown of global useful energy demand across 50 categories. The largest are electric motors and residential heat, followed by steel, general manufacturing, and plastics.

…chlor-alkali, coal production, commercial heat, cooking, copper, desalination, electric motors, electrical appliances, glass, graphite, heavy trucks, hydrogen, industrial acids, internet, lighting, lithium batteries, LNG liquefaction, manufacturing, methanol, oil & gas…

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