Search results for: “gold silver”
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Carbon offsets: costs and leading companies?
This data-file screens 30 companies that are offering CO2 offsets to consumers and commercial customers. Costs vary from $4-40/ton, as a function of project types and organizational structure. We recently used the data-file to offset 200T of CO2, in the most economical, tax-efficient and personally resonant way.
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Commodity price volatility: energy, metals and ags?
Commodity price volatility tends to be lognormally distributed, based on the data from ten commodities, over the past 50-years. Means are 20% higher than medians. Skew factors average +1.5x. Standard errors average 50%, while more volatile prices have more upside skew.
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Mining: crushing, grinding and comminution costs?
Mining crushing-grinding costs are typically $10/ton of ore, breaking 3-10cm rubble into 30-100 micron powders. Capex averages $20/Tpa and energy cost averages 20kWh/ton.
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Overview of mining equipment companies?
This data-file is an overview of mining equipment companies. For each company, we have noted its location, size, age, number of employees, number of patents, latest revenues, operating margins, exposure to the mining equipment industry, and a few short summary sentences. Where possible, we have also broken down the company’s revenues by end-market or by…
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Electrical conductivity: energy transition materials?
Electrical conductivity of energy transition materials is tabulated in this data-file. ‘The action’ takes place in the range of 10^-8 to 10^-3 Ohm-meters, including silver in solar cells, copper in renewables and EVs, aluminium transmission lines, batteries, and solar semiconductors.
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Energy transition: top commodities?
This data-file summarizes our latest thesis on ten commodities with upside in the energy transition. The average one will see demand rise by 3x and price/cost appreciate or re-inflate by 100%. The data-file contains a 6-10 line summary of our work into each commodity.
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Russia: a breakdown of export revenues?
Russia’s total total exports ran at $425bn in 2019, comprising $225bn of oil, $55bn of gas, $50bn of metals, $20bn of coal, $30bn basic materials and $25bn of ag products. 55% of the total goes to Europe. This data-file gives a breakdown for 100 products across 200 countries, to allow for stress-testing.
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Leading PGM producers: mining, refining and recycling?
This data-file is a screen of leading PGM producers and recyclers. Eight companies control 90% of global production. Most are mid-caps. Four have primary listings in South Africa. Three are listed in Europe and the UK. Ore grades average 4 grams/ton, and recovery requires 60GWH/ton of energy, emitting 40kT/ton of CO2. But do recent company…
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Finnish forests: trees, yields, costs, value?
This data-base aggregates data from the Natural Resources Institute of Finland, covering how Finnish forestry produces 75 million m3 of wood per year, while also having accumulated 1bn tons of additional biomass over the past century, while creating €20bn pa of value and employing 60,000 people.
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CO2 Removals: BaumInvest Mixed Reforestation, Costa Rica?
We have reviewed the BaumInvest Mixed Reforestation Project in Costa Rica, on a framework for de-risking nature-based CO2 removals. As a result, we have purchased 67 tons of CO2 removals from the project, at $45/ton, for a total of $3,015 in July-2022.
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