Oil and War: ten conclusions from WWII?
…oil and 12MTpa of LNG. (10) Scorched Earth after capture (but NOT BEFORE) Scorched Earth is a phrase that now conjures images of giant plumes of smoke, rising into the…
Biodiversity: a breakdown of species and carbon stocks?
A breakdown of species and carbon stocks? 550GT of Carbon is stored in the living biomass of 40M species currently inhabiting planet Earth. This is a vast number, equivalent to…
Global average temperature data?
…small but potentially significant warming effect”, per NASA. But the largest component of the warming is attributed to rising CO2 levels in the Earth’s atmosphere, which reached 414 ppm. Overall,…
Solvay: lithium ion battery binders and additives?
…Chemicals business produces soda-ash, peroxides, silica, et al; and its Solutions business produces specialty chemicals, aromas, coatings, Rare Earths, mining solutions and battery recycling. For the energy transition, Solvay is…
Arms race: defence versus decarbonization?
…transition become the very hungry caterpillar, encompassing $15trn of market cap across a dozen sectors. Including defence. For example, we have written on super-alloys, Rare Earths and carbon fiber. And…
CO2 intensity of materials: an overview?
…value chains that truly are CO2 intensive (i.e., emissions are above 20 tons/ton or even 100 tons/ton). This includes PV silicon and silver for solar panels; carbon fiber and rare…
Electrowinning: costs and energy economics?
…PGMs and Rare Earths. Even aluminium, chlor-alkali and green hydrogen are debatably electro-winning processes, or at the least electro-chemical processes whose energy economics can all be modeled using Faraday’s Law…
Froth flotation: the economics?
…10GTpa). This includes substantively all of the world’s metals, from copper, to lithium, to nickel, to graphite, to iron ore, to PGMs, to Rare Earths. It also includes over 1GTpa…
Energy transition: top commodities?
…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…
Uranium production: by company and by country?
…average RP ratio of 27-years. Two earlier-stage companies stood out. Interestingly, many of the projects in the data-file also co-produce other important metals, such as copper, vanadium or Rare Earths…