Market concentration by industry in the energy transition?

Market concentration by industry

…US E&P, US refining, Western coal, LNG shipping. Mining sectors covered include aluminium, copper, cobalt, lithium, nickel, uranium, silica and silver. Correlation between market concentration and operating margins in energy…

Demand shifting: electrical flexibility by industry?

…plants, industrial gas production, electric arc furnaces, aluminium, chlor-alkali, polymers, paper, silicon, sulphur, glass, hydrofluoric acid, small-scale hydrogen and hydrogen cyanide. A best to worst ranking depends on the technical…

Energy economics: engineering wonders?

Energy economics

…spaces. But often, it takes some energy economics to determine how much material you can thrift. https://thundersaidenergy.com/2023/01/26/solar-surface-silver-thrifting/ https://thundersaidenergy.com/downloads/power-cables-how-much-copper-and-aluminium/ Does that company’s technology work? We like to answer this question by…

Global steel supply-demand model?

Global steel demand

…lighter-weight materials, especially to reduce the weight of passenger vehicles, displacing steel with aluminium, glass fiber, carbon fiber, mass timber, advanced polymers. Indeed, steel demand could exceed 4GTpa by 2050,…

Electric vehicle: battery life?

…longer range, but the drawback of higher battery costs, materials requirements and vehicle weight. More efficiency vehicles also help, which may accelerate the trend towards lightweighting (carbon fiber, aluminium, advanced…

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.

…heat >1,000◦C (chart below). The full data-file includes estimates of global energy demand across almost fifty end uses: agriculture, air conditioning, air separation, aluminium, ammonia, asphalt, aviation, bleach, buses, cement,…

Power grids: down to the wire?

Power grid metals demand

Power grid circuit kilometers need to rise 3-5x in the energy transition. This trend directly tightens global aluminium markets by over c20%, and global copper markets by c15%. Slow recent…

Energy transition: top commodities?

Commodities needed for energy transition

…covered in this data-file include Aluminium, Ammonia, Carbon Fiber, Coal, Cobalt, Copper, Ethylene Vinyl Acetate, Fluorinated Polymers, Fluorspar, Glass Fiber, Graphite, Hydrogen, Indium, Lithium, LNG, Mass Timber, Methanol, NdFeB Rare…

Energy costs of lithium ion batteries?

…7 tons of CO2. Half of the energy use in lithium ion batteries is in materials, such as lithium, nickel, graphite, fluorinated polymers, fluorides, copper, aluminium and other plastics. The…

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