Indium producers: companies and market outlook?
…decision makers to explore. Many are also exposed to metal value chains such as silver and battery recycling, which matter in the energy transition. For each indium producing company in…
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…
Battery cathode active materials and manufacturing?
…process, which also explains some of the challenges ahead for battery recycling. https://thundersaidenergy.com/2023/09/28/new-energies-the-age-of-materials/ Cathode manufacturing: ten-stage process? (1) Lithium is sourced as lithium hydroxide or lithium carbonate in the first…
Global tin demand: upside in energy transition?
…listed European companies with exposure to tin are also noted in the data-file. One is a metals recycling company, Aurubis, and the other has the world’s leading technology for tin-smelting….
Energy transition from first principles?
…vehicles, LED lighting, VFDs, CHPs, insulation, methane mitigation. https://thundersaidenergy.com/2023/03/23/eroei-energy-return-on-energy-invested/ Energetic industries from first principles: the internet, industrial gases, hydrogen, ammonia, steel, battery recycling, trucks, transport, compressors. The new age of electricity from first principles: transmission,…
Sugar to ethanol: the economics?
…be directly fermented into an alcoholic solution, then distilled to produce ethanol. Modern distilleries use the Melle-Boinot fermentation process, centrifuging and recycling yeasts. Distillation occurs in two stages, first recovering…
Oil demand: making millions?
…are GDP growth, fuel economy, electric vehicles, going online, industrial efficiency, expanded recycling, wind and solar, heat pumps, corn ethanol and sugar ethanol, renewable diesel, ammonia shipping fuels, biogas to…
Going platinum: PGMs in energy transition?
…of global mining, refining and recycling. Mostly mid-caps. Many are trading at 2-15-year lows, due to weak market expectations for PGMs and weak recent PGM pricing, while those that have…
Vehicles: energy transition conclusions?
…deepest reductions of all, in the energy intensity of transportation. Thus we would also consider remote work (note here), digitization (category here), traffic optimization and recycling (here) together with vehicle…
Energy storage: top conclusions into batteries?
…despite some interesting inroads, we still do not think the industry has really cracked battery recycling, a potential $100bn pa market in the 2040s. (10) Which battery companies? We have…