Uranium mining: the economics?
This simple model aims to disaggregate the marginal costs of a new uranium mine, as a function of uranium prices, ore grade, capex and opex. Our base case is a…
Lithium: global demand forecasts?
This data-file estimates global lithium demand under our roadmap to net zero, and integrates with our oil market models. The data are disaggregated across electric vehicles, new vehicle types, consumer…
Solid state batteries: will they change the world?
…high. These are the conclusions in our new 20-page report. $599.00 – Purchase Checkout Added to cart Solid state battery technology is explained on pages 2-4, enabling the replacement of graphite anodes…
Hydroprocessing: the economics?
…base case model requires a $7.5/bbl upgrade spread to earn a 10% IRR across a new unit. CO2 emissions are quantified from hydrogen production. Input assumptions are based on past…
Renewables: can oil and gas assets “demand shift”?
…work where there is minimal operational disruption. Ideally, there may also be an energy saving for electrifying and demand-shifting a process (examples below). https://thundersaidenergy.com/downloads/industrial-heating-technologies-an-overview/ Who is best placed? The ideal…
Aluminium production: energy economics?
…kg of aluminium. It is possible to generate a 10% IRR on a new aluminium plant, at recent aluminium prices of $2.3/kg of production. However, this is only possible under…
Copper: global demand forecasts?
…transition: specifically, the rise of renewables, electric vehicles and other new energies technologies. Global copper demand stood at 28MTpa in 2022, and will most likely increase to 70MTpa by 2050, in…
Ethanol from corn: the economics?
…suggest a price of $1.6/gallon of ethanol is needed for a 10% IRR on a new greenfield plant, equivalent to $2.4/gallon gasoline. This is higher than 2020 ethanol pricing, which…
Polymers and higher olefins: the economics?
…for producing high density polyethylene (HDPE) from ethylene requires pricing of $1,250/ton for a 10% IRR on a new greenfield plant. CO2 intensity runs at 0.3 tons of CO2 per…
Electro-fuels: start out as a billionaire?
…renewable energy. Abatement cost is $1,000/ton. At best this could deflate to $150/ton. An ambitious new industry is forging ahead. The opportunity and challenges are explored in this 19-page report….