Electro-fuels: start out as a billionaire?
…this could deflate to $150/ton. An ambitious new industry is forging ahead. The opportunity and challenges are explored in this 19-page report. $499.00 – Purchase Checkout Added to cart There are three…
…this could deflate to $150/ton. An ambitious new industry is forging ahead. The opportunity and challenges are explored in this 19-page report. $499.00 – Purchase Checkout Added to cart There are three…
Nio is a listed, electric vehicle manufacturer, headquartered in Shanghai, founded in 2014, that IPO-ed in New York in 2018. It has partnerships with CATL and Sinopec. $499.00 – Purchase Checkout Added…
…per $100/ton of CO2 abatement costs. Aggregate price levels might rise by 6% per $100/ton of CO2 abatement costs. New energies costs rise by 6-30%. Mobility and food rise by…
…prices, for example, range from $700 to $700,000 per acre. Prices in the emerging world are even more opaque, ranging from $13/acre in parts of Africa through to $7,000 acre…
Recycling lithium batteries could be worth $100bn per year by 2040 while supporting electric vehicles’ ascent. Hence new companies are emerging to recapture 95% of spent materials with environmentally sound…
…Added to cart Our current solar models are laid out on page 2, breaking down the capex costs of a new utility solar installation (in $/W) and the resultant levelized…
…model. New technologies for turquoise hydrogen are being developed. In 2022, we reviewed patents from Monolith Materials. In 2023, we have added a tab to this model to reflect the…
…nevertheless being made, despite the policy uncertainty, as we have tracked new developments from thirty leading companies, aiming to make gas turbines more efficient for the energy transition (pages 10-11)….
…examine possible consequences. Which could be stark. Somewhere after c75% of customers have been shed, costs balloon by 70-170% for remaining customers, methane leaks worsen, local gas distributors suddenly go…
…control 90% of global supply. While lithium demand is expected to grow 30x on our numbers (model here), there is intense competition to expand existing lithium assets and develop new…